Integrated Payment Consultant

Job Overview

As an Integrated Payment Consultant, you are a critical part in fulfilling our mission to help small business owners and software partners make smarter business decisions through our world‑class platform, award‑winning customer service, and transparent easy‑to‑understand pricing.

Full‑time

• The payment processing industry
• Understanding the software of specific SaaS partners
• The Stax solution set and offerings
• The Underwriting process
• Processing statements
• CRM operations and task management

• Work with our top partners and large enterprise deals
• Educate, consult, and navigate business owners (merchants) towards the Stax solution
• Respond immediately to inbound calls and inquiries regarding Stax
• Have a keen understanding of the payment processing industry and specific software solutions
• Properly maintain follow up tasks and stay on top of all your active contacts and opportunities
• Effectively navigate through the sales cycle from the initial discovery call all the way to the close
• Source new contacts and opportunities from areas outside of marketing leads; have a hunter mentality
• Keep up with industry trends, competitive landscape, and specific verticals that can benefit from Stax’s solution
• Collaborate with the Growth Management, Customer Success team, and Underwriting team to ensure the customer journey is positive and flawless
• Effectively navigate through internal systems, including Hub Spot
• Perform other duties as assigned

• 2–5 years of consultative sales experience selling a technical solution with an around 30–45 day sales cycle
• Collaborative attitude focused on “We” and not on “Me”
• Innate curiosity, able to ask the right questions to understand the merchant’s business, pain points, existing infrastructure, and needs
• Highly empathetic, champion of both Stax and the merchant
• Strong attention to detail, work ethic, and communication skills
• Strong interdepartmental relationships; ability to collaborate within Sales, Underwriting, and Customer Success departments
• Ability to work under pressure in a fast‑paced environment with aggressive company and individual goals
• Knowledge and proficiency with CRM systems, preferably Salesforce and/or Hub Spot
• Effective use of Google Apps (Gmail, Google Calendar, Google Drive, Google Docs, Google Sheets)
• Solution‑oriented, strategic and creative in decision‑making
• Coachable and able to take direction and feedback well, yet being forward‑thinking to challenge the status quo
• Experience/desire to contribute to the broader goals of the organization beyond your immediate job description
• Culture fit: positive, optimistic, ambitious, proactive, honest, charismatic, well‑rounded, articulate, autonomous, innovative, with an insatiable appetite for success