Account Advisor

Overview

Growing businesses need payment tools that keep up with them. As an Account Advisor, you work with owners and operators to review how they take payments, recommend a setup built for their volume, and win the account.

The position is full time with remote flexibility, clear goals, and regular coaching from experienced advisors. The role pays on performance: earnings rise as your accounts grow, with bonuses for strong months. Professionals with B2B or account management experience tend to ramp up fastest.

What You'll Do

• Lead consultative conversations with business owners and operators
• Assess transaction volume, current fees, and equipment needs
• Build and present a payment and point-of-sale proposal
• Work through questions and move each owner to a decision
• Coordinate onboarding so new accounts go live on schedule
• Track every opportunity and next step in the CRM

Who Fits

• Polished communicator who is at ease with business owners
• Comfortable presenting a proposal and asking for the close
• Disciplined, organized, and self-directed
• B2B sales, account management, or banking background is a strong plus

What's Offered

• Full-time position with a steady weekday rhythm
• Structured onboarding and ongoing coaching
• Pay that grows with your accounts, plus monthly bonuses
• A clear path to advance based on results