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Full-time
Medical Insurance, Dental Insurance, Vision Insurance, 401(k) With Company Match, Paid Time Off, Professional Development Opportunities
Posted 19d ago
~40 hrs/week
Responsibilities
Act as the first point of contact for prospective merchants, guiding them through the sales and onboarding process to secure account approval. Responsibilities include managing inbound leads, collecting documentation, and collaborating with underwriters to mitigate fraud and compliance risks.
Requirements
Requires 2+ years of experience in B2B sales or client onboarding with strong organizational skills and a sense of urgency. Experience in fintech, merchant services, or using HubSpot is preferred.
Full job description
Inbound & Outbound Sales Development Representative (Merchant Onboarding)
Location: East Austin, TX (In-Person)Compensation: Base Salary: $70,000 + Performance Incentives (Typical First-Year Earnings: ~$85,000)
Your Next Mission
Every day, legitimate businesses are turned away by traditional payment processors.
At Easy Pay Direct, we help those businesses get approved so they can accept payments and continue growing.
We're a small, agile team in the heart of East Austin, and we're looking for a sharp, proactive Sales Development Representative to be the first point of contact for prospective merchants and guide them from initial interest through account approval.
If you enjoy sales, move with urgency, and like helping business owners solve real problems, we'd love to meet you.
This role is perfect for someone who enjoys building relationships, thrives in a fast-paced environment, and takes pride in turning opportunities into approved merchant accounts.
About Easy Pay Direct
Founded in 2012 by an entrepreneur who experienced the frustrations of e-commerce payment processing firsthand, Easy Pay Direct helps business owners navigate one of the most specialized areas of fintech.
We're not a big bank or a large corporation. We're a close-knit team that moves fast, communicates openly, and gives every employee the opportunity to make a meaningful impact.
What "High-Risk" Means
Certain businesses can't use processors like Stripe or Square because of their industry, chargeback exposure, or regulatory requirements.
We help those businesses secure reliable payment processing by partnering with the right banking institutions and guiding them through underwriting and compliance.
If you're new to merchant services, don't worry. We'll teach you everything you need to succeed.
A Typical Day
No two days are the same, but your day will typically include:
Responding to inbound leads within minutes
Prospecting and following up with merchants
Calling, texting, and emailing prospective business owners
Collecting documentation and moving applications toward approval
Working with internal teams to keep deal moving with underwriters
Managing your pipeline and activity in HubSpot
What You'll Be Doing
Your mission is simple: connect with merchants, guide them through the sales and onboarding process, and get them approved as quickly as possible.
The Go-Getter
New opportunities don't wait. Neither do you.
Whether it's a brand-new inbound lead or a merchant who needs another follow-up, you move quickly, build trust, and keep every opportunity moving forward.
Your responsiveness sets the tone for every merchant's experience.
The Onboarding Maestro
You'll guide merchants through the application process by setting expectations, answering questions, collecting documentation, securing electronic signatures, and preparing complete applications for underwriting.
A smooth onboarding experience leads to faster approvals and happier merchants.
The Gatekeeper
You're our first line of defense against fraud and compliance risk.
You'll review bank statements, government-issued IDs, business documentation, and processing history to identify potential red flags before applications move forward.
Your attention to detail protects our merchants, our banking partners, and our reputation.
The Hub of Information
You'll maintain meticulous records in HubSpot.
If it isn't in HubSpot, it didn't happen.
Clear documentation and consistent follow-up keep your pipeline organized and every opportunity moving.
Success in Your First 90 Days
You'll:
Own your own pipeline of inbound and outbound opportunities
Maintain an average response time under 3 minutes
Achieve a 70%+ application completion rate
Develop a strong understanding of underwriting, compliance, and fraud prevention
Successfully onboard at least 10 approved merchants
Key Performance Indicators
Your success will be measured by:
Lead response time
Application completion rate
Time to approval
Document accuracy
HubSpot accuracy
Pipeline activity and follow-up consistency
What We're Looking For
Required
2+ years of experience as a B2B Sales Representative or in an inbound/outbound client onboarding role
Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Comfortable managing multiple priorities in a fast-paced environment
Comfortable making outbound calls and persistent follow-up
Self-motivated with a strong sense of urgency, ownership, and accountability
Tech-savvy and quick to learn new systems
Ability to build rapport quickly and guide merchants through a structured sales process
Preferred
Experience in merchant services, fintech, financial services, or payment processing
Experience working with high-risk merchant accounts
Experience using HubSpot or another CRM
Experience reviewing financial documents or supporting underwriting
Experience identifying fraud or compliance concerns
Why You'll Love Working Here
Build expertise in one of fintech's most specialized industries.
Work directly with experienced leaders.
Make a measurable impact from day one.
Grow your career as Easy Pay Direct continues to grow.
Join a collaborative, high-performing team that values ownership and initiative.
The Easy Pay Direct DNA
Everything we do is guided by five core values:
Persistence
We don't give up. We find a way.
Growth
We're always learning, improving, and building.
Open, Effective Communication
We say what we mean, and we mean what we say.
Doing the Right Thing
Integrity is the foundation of every decision.
We Make Things Easier
We simplify work by being thorough, collaborative, and efficient, making life easier for our merchants and our teammates.
Benefits
Medical, dental, and vision insurance
401(k) with company match
Paid Time Off
Professional development opportunities
Company-sponsored events
Location
Full-Time | In-Person
East Austin, Texas
Ready to Join Us?
Every conversation is an opportunity.
Every approved merchant represents a business owner you've helped move forward.
If you're looking for a sales career where your effort directly impacts your success and the success of your customers, we'd love to hear from you.
Apply today and help entrepreneurs get the payment solutions they need to grow.
Easy Pay Direct is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace where everyone has the opportunity to thrive.
"High Risk" Merchant Accounts
Why is it that even though you can be making millions, processing companies call the industry “High Risk”?? We prefer the term “Special Needs” – and we understand that business model – and many others. Most importantly, we know how profitable that can be and we won’t penalize you for it.
Easy To Use and Understand
Credit card processing online doesn’t have to be difficult. The Easy Pay Direct Gateway has an easy to use, secure Virtual Terminal built in. Simply Logon from any computer and enter the amount you want to run as well as your client’s credit card or checking account information – then click “process”. You’ve done the hard work by finding a client. We’ll make getting paid easy.
Feature Packed
If you don’t know by now, we’re in the business of offering a lot, while keeping the system super simple. Easy Pay Direct has a virtual terminal that will allow you to process credit cards, debit cards and ACH transactions. The virtual terminal does everything a physical credit card machine will do and much more. With the click of a mouse you can set up recurring billing, real time transaction information, customizable reports, create email invoices and allow your clients to pay you without even talking to them. Clients that try Easy Pay Direct never want to process credit cards with anything else.
Offices: 421 e 6th st, Austin, Tx 78701, US · 315 w Huron, Ann Arbor, MI 48103, US
Merchant AccountsACH processingHigh Risk Merchant AccountsOnline GatewayMobile Merchant Accountsand Mobile PaymentsSmall and Medium BusinessesPaymentsFinancial Services
"High Risk" Merchant Accounts
Why is it that even though you can be making millions, processing companies call the industry “High Risk”?? We prefer the term “Special Needs” – and we understand that business model – and many others. Most importantly, we know how profitable that can be and we won’t penalize you for it.
Easy To Use and Understand
Credit card processing online doesn’t have to be difficult. The Easy Pay Direct Gateway has an easy to use, secure Virtual Terminal built in. Simply Logon from any computer and enter the amount you want to run as well as your client’s credit card or checking account information – then click “process”. You’ve done the hard work by finding a client. We’ll make getting paid easy.
Feature Packed
If you don’t know by now, we’re in the business of offering a lot, while keeping the system super simple. Easy Pay Direct has a virtual terminal that will allow you to process credit cards, debit cards and ACH transactions. The virtual terminal does everything a physical credit card machine will do and much more. With the click of a mouse you can set up recurring billing, real time transaction information, customizable reports, create email invoices and allow your clients to pay you without even talking to them. Clients that try Easy Pay Direct never want to process credit cards with anything else.
Offices: 421 e 6th st, Austin, Tx 78701, US · 315 w Huron, Ann Arbor, MI 48103, US
Merchant AccountsACH processingHigh Risk Merchant AccountsOnline GatewayMobile Merchant Accountsand Mobile PaymentsSmall and Medium BusinessesPaymentsFinancial Services
