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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales, particularly in fintech and merchant services, with a strong focus on self-sourcing new business and managing the full sales cycle. Proficient in CRM tools and Microsoft Office Suite, with a commitment to quality, accuracy, and continuous improvement.
Highest-signal resume keywords
B2B Sales ExperienceFintech Solutions KnowledgeCRM ProficiencyMerchant Services ExpertiseStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementData AnalysisProposal DevelopmentMarket Trend AnalysisPayment Processing Knowledge
Soft Skills
Problem-SolvingRelationship BuildingAccountabilityAttention to DetailCollaboration
Tools & Technologies
CRM ToolsMicrosoft Office Suite
Certifications & Qualifications
High School DiplomaBachelor’s Degree Preferred
Industry Keywords
Merchant ServicesFintechCold CallingNetworkingSales Pipeline Management
About the role
Key responsibilities & impact- Proactively self-source new business through cold calling, networking, referrals, community engagement, and local business development
- Develop and execute a personal prospecting strategy to build and sustain a growing book of business
- Collaborate with referral partners through product education, joint calls, and referral management
- Obtain and analyze merchant statements to assess payment processing needs
- Present tailored, value-driven proposals
- Manage the full sales cycle from outreach and needs assessment through proposal development, negotiation, and onboarding
- Sell merchant services and fintech solutions, including card processing, payment terminals, and integrated payment technology
- Maintain an accurate sales pipeline in the CRM system
- Represent the company at networking events, trade shows, and industry functions
- Analyze market trends, competitor offerings, and client data to identify opportunities and optimize territory performance
- Educate bank staff on merchant services and fintech solutions
- Research and monitor client risk considerations and account-opening issues
- Contribute market, competitive, and territory insights to internal discussions
- Provide sales-related context to internal teams
- Use AI as a typical and expected part of the role
- Perform other duties as assigned
Requirements
What you’ll need- High School Diploma or GED required
- Bachelor’s degree preferred or equivalent professional experience
- A minimum of 5 years of outside B2B sales experience with a proven track record of self-sourced success
- Prior experience in fintech, merchant services, or financial sales strongly preferred
- Proficiency with CRM tools and accurate, timely data entry
- Proficiency in Microsoft Office Suite
- Excellent written and verbal communication and collaboration skills
- Strong problem-solving, judgment, presentation, and relationship-building skills
- Accountability and ownership for territory performance and sales outcomes
- Quality, accuracy, and attention to detail
- Desire for continuous improvement and learning
- Results-oriented mindset with ability to manage priorities independently
- Willingness to visit the corporate office at least twice per year
Benefits
Comp & perks- Remote work arrangement
- In-person collaboration at the corporate office at least twice per year
- Equal opportunity employer