Inbound Sales Development - New Client Specialist
Austin, TX
$70,000 ‒ $85,000 Annually
Your Next Step: New Client Specialist at Easy Pay Direct
Ready to jump into a role where you're a true difference-maker, not just another cog in the machine?
We're Easy Pay Direct, a small but mighty team in the heart of East Austin, focused on helping entrepreneurs. We're looking for someone who solves problems proactively and serves as a friendly, knowledgeable guide for our new clients.
If you enjoy building relationships and helping people navigate challenges, this is your chance to build a career in a rapidly expanding industry.
About Easy Pay Direct
Easy Pay Direct is a leading e-commerce payments company dedicated to helping entrepreneurs succeed online. Founded in 2012 by an entrepreneur who understands the growing demands of e-commerce, our vision is to build a scalable, powerful online business. We are a small, agile team based in the heart of Austin, Texas.
The Easy Pay Direct DNA
Our company is built on a simple yet powerful set of values:
Persistence:
We don't give up. We find a way to get it done.
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:
Our integrity is our foundation.
We Make Things Easier:
We simplify others' work by being thorough, collaborative, and efficient, delivering clear, high quality support that makes tasks easier for clients and teammates alike.
As a New Client Specialist, you'll embody these values every day. This is a hands-on role where you'll support clients and contribute to our collective success.
What You'll Be Doing
Your role is to welcome new merchants and help them get up and running smoothly. You'll be the first point of contact, a trusted advisor, and a consistent partner throughout the application process.
Key Responsibilities:
New Lead Follow-Up:
When a new lead comes in, you'll follow up promptly using calls, texts, emails, and DMs to make a connection and get the process started.
Onboarding Support:
You'll guide merchants through the entire application process, managing expectations, answering questions, and collecting all necessary documents and digital signatures to support a smooth onboarding experience.
Application Review:
You'll help review key documents like financial statements and personal IDs to ensure applications are complete and secure before they move on.
Information Management:
You'll maintain accurate records in our CRM system (HubSpot) so client information stays current and organized.
We work with specific KPIs that support our collective success. Your work will focus on timely, high-quality support so clients are set up for success from day one.
What We're Looking For
We're looking for a professional who is committed to continuous learning, growth, and supporting clients effectively.
Required Skills & Experience:
3-5 + years of B2B sales development or lead generation experience.
Exceptional communication skills, both written and verbal.
Experience using workplace technology and strong organizational skills, with the ability to manage multiple tasks and a high volume of activity.
Able to take initiative and work effectively with others in a dynamic environment.
A Major Plus If You Have:
Experience in Fintech, Financial Services or the Software industry.
Direct experience in Payments, Merchant Services.
A background working with HubSpot or similar CRM systems.
Familiarity with financial services or "high-risk" merchant accounts.
Experience in lead qualification and fraud prevention.
The Perks of the Job
Location: This is a full-time, in-person role at our Austin, TX headquarters.
Compensation: 1st Year Average OTE of $85,000 (Base Salary $70,000 + $15,000+ Annual Incentives + Benefits).
Growth: Career advancement opportunities.
Benefits: Health, dental, and a 401(K) with company match.
Culture: A stocked office with snacks, frequent company happy hours, and company-sponsored social events.
If you are excited to be part of a small, dynamic team and help us continue to grow, we encourage you to apply!
Apply for this position
Top Skills
What We Do
"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.
