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About the Role
Easy Pay Direct is seeking a New Client Specialist to manage inbound opportunities, acting as the first point of contact and trusted advisor for new merchants. This role involves responding quickly to leads, guiding applicants through the onboarding process, and conducting demonstrations of the agentic commerce platform to convert prospects.
Responsibilities
- Respond to new inbound leads as quickly as possible.
- Guide applicants through documents and onboarding.
- Ensure every application is complete and secure.
- Conduct demonstrations of the agentic commerce platform to marketing qualified leads.
- Manage expectations and handle objections during the application process.
- Collect necessary documents and digital signatures.
- Analyze key documents to ensure applications meet criteria and are accurate.
- Maintain accurate and complete records in HubSpot.
- Manage a high volume of activity while ensuring client progress.
Requirements
- 2-5+ years of B2B sales experience.
- Exceptional written and verbal communication skills.
- Tech-savvy and highly organized.
- Ability to manage multiple tasks and high volume of activity.
- A natural self-starter who thrives in a dynamic environment.
- Commitment to continuous learning and growth.
- Direct experience in payments or merchant services (strongly preferred).
- Experience in fintech, financial services, or the software industry (nice-to-have).
- Background working with HubSpot or similar CRM systems (nice-to-have).
- Familiarity with high-risk merchant accounts (nice-to-have).
- Experience in lead qualification and fraud prevention (nice-to-have).
Skills
- Persistence
- Sales
- Communication
- Organization
- Adaptability
- Lead Qualification
- Fraud Prevention
- CRM
- HubSpot
Location
- East Austin, TX
Work Type
- Onsite
- Full-time
Experience Level
- 2-5+ years
Salary/Compensations
- $85,000 OTE (base $70,000 + $15,000 incentives)
Benefits
- Health Insurance
- Dental and Vision Insurance
- 401(k) with Company Match
- Paid Time Off (PTO)
- East Austin Office with On-Site Shower, Steps Away from Restaurants & Coffee Shops
- Fully Stocked Office Kitchen and Snacks
- Frequent Company Outings & Happy Hours
About the Company
- Easy Pay Direct has helped over 100,000 businesses accept payments and grow over the last 14 years.
- EPD Commerce is an AI-powered commerce platform at the forefront of agentic commerce.
- The company is founder-led and 100% founder-owned, allowing for independence and long-term investment.
- The mission is to make running a business easier by reducing system management time for merchants.
- The team is high-performing, collaborative, and values ownership, initiative, and continuous improvement.
Equal Opportunity
- Easy Pay Direct is an equal opportunity employer.