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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.

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.

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.

Manage onboarding, implementation, training, and ongoing partner success for community banks and credit unions. Lead project management for launches, deliver banker enablement and training, drive referral generation and portfolio growth, coordinate cross-functional operational support, and maintain reporting and CRM documentation to ensure partner satisfaction and production growth.

Own post-signature relationships with community banks and credit unions: lead onboarding and implementations, deliver training and enablement, drive banker engagement and referrals, track KPIs in MAC, coordinate cross-functional teams, resolve operational issues, and support growth and smaller institution business development.

Provide in-office website support: answer client calls/emails, gather content, perform basic-to-intermediate edits (text, images, pages, forms), troubleshoot display and responsiveness issues, review work for accuracy, document requests, escalate complex issues, and coordinate with internal teams to meet response and completion timelines.