Payments Account Executive

Summary

PatientNow provides all-in-one EMR, practice management, patient engagement, and payments software for beauty, wellness, and medical aesthetics businesses. The Payments Account Executive will drive revenue by selling and expanding SaaS-based payments solutions within existing accounts and developing new opportunities. The role includes understanding customer payment needs, analyzing merchant statements, communicating value propositions, collaborating cross-functionally, and achieving sales targets.

Responsibilities

• Promote and sell SaaS-based payments solutions to existing client base, identifying expansion opportunities within current accounts and driving adoption of payments services
• Identify and pursue new client opportunities through prospecting, networking, referrals, and leveraging company programs to build a robust pipeline
• 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
• 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
• 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
• 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
• Consistently meet and exceed assigned sales quotas and KPIs, demonstrating accountability and results-driven performance
• Proficiently use CRM systems like Salesforce to track sales activities, maintain accurate account documentation, and manage the sales process with precision

Skills

• This role is for an experienced and highly motivated SaaS Sales professional specializing in payments solutions
• 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

Qualifications

Must Haves

• This role is for an experienced and highly motivated SaaS Sales professional specializing in payments solutions
• 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

Benefits

• Collaborate with a talented, curious team that values experimentation, learning, and customer empathy
• Lead with autonomy while supported by strong leadership and product discipline