Payments Account Executive

Position Summary:

This role is for an experienced and highly motivated SaaS Sales professional specializing in payments solutions. The Payments Sales Representative will be responsible for driving revenue growth by selling into and expanding existing accounts within our client base. You will promote and sell SaaS-based payments solutions specifically designed for aesthetic medical practices and salons, helping practitioners maximize revenue while simplifying their operations.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Lead Sales Efforts

• Promote and sell SaaS-based payments solutions to existing client base, identifying expansion opportunities within current accounts and driving adoption of payments services.

Generate and Nurture Leads

• Identify and pursue new client opportunities through prospecting, networking, referrals, and leveraging company programs to build a robust pipeline.

Understand Customer Needs

• Conduct in-depth discovery conversations with clients and prospects to identify their specific payments challenges, needs, and goals. Analyze their business models to uncover opportunities for payments optimization.

Deliver Compelling Value Propositions

• Effectively communicate the benefits and value proposition of PatientNow's payments platform, highlighting its ability to boost revenue, seamlessly integrate with PatientNow's core EMR/PM software, and offer competitive rates. Compare clients' current payment processing costs with our solutions to demonstrate clear savings and competitive advantages.

Analyze Merchant Statements

• Review merchant statements to identify all associated fees and costs. Demonstrate expertise in understanding different pricing structures (e.g., interchange plus, tiered pricing) and recognizing hidden fees or inflated rates that clients could eliminate by switching to PatientNow's payment solutions.

Collaborate Cross-Functionally

• Work closely with sales, support, onboarding, product, marketing, customer success, and other internal teams to ensure customer satisfaction, support smooth implementation, and drive continuous improvements.

Achieve Sales Targets

• Consistently meet and exceed assigned sales quotas and KPIs, demonstrating accountability and results-driven performance.

CRM and Sales Tool Expertise

• Proficiently use CRM systems like Salesforce to track sales activities, maintain accurate account documentation, and manage the sales process with precision.

Competencies: To perform the job successfully, an individual should demonstrate the following.

• Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
• Business Ethics – Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
• Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.
• Continuous Learning - Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills.
• Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
• Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.

Education/Experience:

• 3-5+ years of experience in B2B sales with a strong track record of meeting or exceeding sales targets in a consultative selling environment
• 2+ years of SaaS sales experience, preferably selling to SMBs or mid-market accounts
• 2+ years of direct experience in the payments or fintech industry, with deep knowledge of payment processing, merchant accounts, and fee structures
• Proven ability to analyze merchant statements and identify cost-saving opportunities for clients
• Experience in solution selling, with demonstrated ability to understand customer needs and position solutions as strategic business tools
• Exceptional communication skills and proven ability to work effectively with cross-functional teams
• Proficiency with CRM platforms (Salesforce preferred) and sales enablement tools
• Bachelor's degree or equivalent professional experience in sales, business, or related field

Why You’ll Thrive Here:

In this role, you’ll get to: 

• Work at the intersection of innovation and impact, helping real-world practices grow and thrive in a rapidly expanding market;
• Collaborate with a talented, curious team that values experimentation, learning, and customer empathy;
• Be empowered to lead with autonomy while supported by strong leadership and product discipline; and
• Help modernize aesthetics software in an industry that’s ripe for transformation through innovative, AI-native technology.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Note: PatientNow jobs are listed on our careers page patientnow.com/careers and select job boards. We will never ask for payment or sensitive info. Official emails come from @patientnow.com, @recura.ai or [email protected]