Inbound Sales Development - New Client Specialist jobs in United States
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Easy Pay Direct · 3 months ago

Inbound Sales Development - New Client Specialist

Easy Pay Direct is a leading e-commerce payments company dedicated to helping entrepreneurs succeed online. They are seeking a New Client Specialist who will serve as the first point of contact for new merchants, guiding them through the onboarding process and ensuring a smooth transition into their services.

Financial ServicesPaymentsSmall and Medium Businesses
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Comp. & Benefits

Responsibilities

When a new lead comes in, you'll be on it in under three minutes. You'll use every tool in your arsenal—calls, texts, emails, and DMs—to make a connection and get the ball rolling
You'll guide merchants through the entire application process, managing expectations, handling objections, and collecting all necessary documents and digital signatures. You'll be the conductor of a smooth, seamless onboarding experience
You'll serve as our initial defense against fraud. You'll analyze key documents like financial statements and personal IDs to ensure applications are complete and secure before they move on
You’ll maintain immaculate records in our CRM system (Hubspot), because if it’s not in HubSpot, it didn't happen!

Qualification

B2B sales developmentLead generationPayments experienceHubSpot CRMFinancial services experienceTech-savvyExceptional communicationSelf-starter

Required

3-5 + years of B2B sales development or lead generation experience
Exceptional communication skills, both written and verbal
Tech-savvy and highly organized with the ability to manage multiple tasks and a high volume of activity
A natural self-starter who thrives in a dynamic environment

Preferred

Experience in Fintech, Financial Services or the Software industry
Direct experience in Payments, Merchant Services
A background working with HubSpot or similar CRM systems
Familiarity with financial services or 'high-risk' merchant accounts
Experience in lead qualification and fraud prevention

Benefits

Health, dental, and a 401(K) with company match
Unlimited career advancement opportunities
A stocked office with snacks, frequent company happy hours, and company-sponsored social events

Company

Easy Pay Direct

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Easy Pay Direct making online payments easy, safe and pretty much awesome.

Funding

Current Stage
Early Stage

Leadership Team

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Brad Weimert
Founder
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Company data provided by crunchbase