Teams at Evolv Merchant Processing

Guide new B2B SaaS clients through onboarding, set up accounts and integrations, train and support users, develop tailored digital strategies, monitor campaign performance, gather feedback, and maintain onboarding documentation to improve processes.

Field-based advisor who meets business owners referred by partner banks, assesses payment and commerce needs, recommends solutions, manages sales pipeline and referrals, and builds a recurring portfolio supported by onboarding and customer success teams.

Field-based advisor meeting referred business owners to assess needs and recommend payment, technology, and commerce solutions. Build and maintain client relationships, manage a sales pipeline and referral opportunities, partner with onboarding and customer success, and grow a recurring portfolio that generates long-term residual income.