Inbound & Outbound Sales Development Representative (Merchant Onboardi

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

Your mission is simple: connect with merchants, guide them through the sales and onboarding process, and get them approved as quickly as possible.

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.

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.

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.

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.

• 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

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

• 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

• 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

• 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.

Everything we do is guided by five core values:

We don't give up.

We find a way.

We're always learning, improving, and building.

We say what we mean, and we mean what we say.

Integrity is the foundation of every decision.

We simplify work by being thorough, collaborative, and efficient, making life easier for our merchants and our teammates.

• Medical, dental, and vision insurance
• 401(k) with company match

• Professional development opportunities
• Company-sponsored events

Full-Time | In-Person

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.