Online Payments Consultant

LEAP Wealth

. Make outbound calls to schedule training and demo sessions with LEAP clients .

Posted 9/29/2026full-timeRemote • New Jersey • United StatesMid-LevelSenior💰 $70,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while engaging with clients in a professional manner. Proficient in utilizing CRM platforms and familiar with sales processes in the legal technology and fintech sectors.

Highest-signal resume keywords

Excellent Verbal And Written Communication SkillsCRM Platform FamiliarityClient EngagementTime ManagementSales Process Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Highly OrganizedDetail-OrientedSelf-StarterPositive AttitudeStrong Follow-Up Skills

Tools & Technologies

SalesforceHubSpotZoom

Industry Keywords

Legal TechnologyFintechPaymentsSaaSLaw Firm Operations

About the role

Key responsibilities & impact

Make outbound calls to schedule training and demo sessions with LEAP clients
Engage with clients by phone, email, and video meetings to lead demos and training sessions, support successful onboarding and product adoption
Collaborate with the Head of Global Sales on day-to-day administrative and operational tasks
Maintain accurate activity records and client updates in the CRM system
Help build, document, and improve sales and support processes
Represent LEAP Online Payments with professionalism, positivity, and a client-first mindset in every interaction

Requirements

What you’ll need

Excellent verbal and written communication skills
Comfortable speaking with law firms by phone, email, and Zoom or other video meeting platforms
Highly organized, detail-oriented, and reliable with follow-through
Self-starter who thrives in a fast-paced, remote work environment
Strong time management, prioritization, and follow-up skills
Positive attitude and willingness to learn sales, client engagement, and SaaS best practices
Familiarity with CRM platforms such as Salesforce, HubSpot, or similar tools
Previous experience in customer-facing roles such as retail, hospitality, customer support, client services, or administrative support
Interest in legal technology, fintech, payments, SaaS, or law firm operations

Benefits

Comp & perks

Medical, Dental and Vision Plans Available
Remote work model
WFH Equipment allowance (including internet costs)
401k with Company Matching Program
Employee Assistance Plan
Flexible PTO
Company Shares Opportunity
$30k potential commission structure