Account Executive
PayTrace · United States · 3 wk ago
RemoteRemoteBusiness Development$160k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No metadata like Job ID. Remove boilerplate: EEO, legal, etc. Also remove application instructions (none). Keep substantive info.
Let's parse the posting:
- Intro: "PayTrace - Remote Must have direct payment processing, merchant services, or FinTech sales experience. Candidates with merchant payment processing experience will be given preferred consideration. Our remote Account Executives (AE) maintain professional contact with prospective customers and develop business through the use of effective closing techniques. They are responsible for turning cold leads into sales. The ideal candidate has 2+ years of inside merchant account sales experience, has experience in cultivating referral partnerships, and is self-directed and self-motivated with a strong understanding of closing techniques, credit card processing statement analysis, and Level 2/3 interchange requalification. Our Account Executives play an essential role in the sale of our payments solutions for various merchants and businesses. This role will work with leads, conduct market research, and submit and close deals. From building target lists, conducting a minimum of 60 cold calls per day, hunting for key decision-makers, to utilizing Zoho CRM, HubSpot, Slack and Google Suite—our team members are experts in cultivating new business. If this speaks to you, you could be a great fit for our team, finding opportunities, building relationships over the phone, driving speed to lead, speed to application, and speed to activation."
That's description; could be "About the role" or "Responsibilities". We'll decide.
Then "What you'll do:" list of duties.
Then "What we need from you:" list of requirements.
Then "Projected Compensation:" with OTE numbers.
Then "What we offer:" benefits list.
Then "Who we are:" company description (maybe not needed as a section; could be part of About the role? But we can include as "About the company" but not in required headings list. The headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map.
We need to avoid filler sections. We have content for:
- About the role: maybe the introductory paragraph describing role.
- Responsibilities: the "What you'll do:" list.
- Requirements: maybe "What we need from you:" includes education, experience.
- Qualifications: could be overlapping with Requirements; but we can separate: maybe "Qualifications" includes specific skills like statement analysis, CRM proficiency, etc. However we have "Skills" section for tools.
We need to decide what to put where, ensuring we don't duplicate content unnecessarily but preserve all substantive info.
We have:
- Education: Bachelor Degree preferred, High School diploma or equivalent.
- Experience: 2+ years of payment processing, merchant services, or FinTech sales experience. 1+ year outbound self-sourcing sales experience. Experience with high volume cold calling (60+ calls per day). Experience with credit card statement analysis, Level 2/3 interchange requalification, and gathering underwriting documents (business financials). Proficiency with Zoho CRM, HubSpot, Slack, and Google Suite.
- Also earlier: ideal candidate has 2+ years inside merchant account sales experience, experience cultivating referral partnerships, self-directed, self-motivated, strong understanding of closing techniques, credit card processing statement analysis, Level 2/3 interchange requalification.
Thus we can combine.
We can have:
- About the role: intro paragraph (maybe first paragraph up to "If this speaks to you...").
- Responsibilities: the "What you'll do:" bullet list.
- Requirements: education and experience basics (Bachelor preferred, HS diploma, 2+ years payment processing, 1+ year outbound self-sourcing, high volume cold calling).
- Qualifications: more specific qualifications like experience cultivating referral partnerships, self-directed, understanding of closing techniques, statement analysis, Level 2/3 interchange requalification, underwriting docs gathering.
- Skills: proficiency with Zoho CRM, HubSpot, Slack, Google Suite.
- Benefits: list from "What we offer:" (Medical, Dental, & Vision Coverage, Flexible Paid Time Off, 401(k) + Match, Mental Health Support & Well-Being Program, Paid Maternity & Paternity Leave, Education Assistance, Company-funded Lifestyle Spending Account).
- Pay: Projected Compensation: Year 1 OTE $160,000, Year 2 OTE $260,000.
- Schedule: Not mentioned. No schedule info (remote, but no specific hours). So we should NOT include Schedule section because no specific content.
We must not include placeholder like "not specified". So omit Schedule.
Also we should not include "About the company" section unless we map to About the role? The "Who we are:" could be part of About the role or maybe we can include as a brief paragraph under About the role. But we already have About the role intro; we could incorporate that description there. However we must preserve all substantive info; we can include it in About the role.
Thus About the role could combine the initial description and the "Who we are:" paragraph.
Let's craft About the role: "PayTrace - Remote. Must have direct payment processing, merchant services, or FinTech sales experience. Candidates with merchant payment processing experience will be given preferred consideration. Our remote Account Executives (AE) maintain professional contact with prospective customers and develop business through the use of effective closing techniques. They are responsible for turning cold leads into sales. The ideal candidate has 2+ years of inside merchant account sales experience, has experience in cultivating referral partnerships, and is self-directed and self-motivated with a strong understanding of closing techniques, credit card processing statement analysis, and Level 2/3 interchange requalification. Our Account Executives play an essential role in the sale of our payments solutions for various merchants and businesses. This role will work with leads, conduct market research, and submit and close deals. From building target lists, conducting a minimum of 60 cold calls per day, hunting for key decision-makers, to utilizing Zoho CRM, HubSpot, Slack and Google Suite—our team members are experts in cultivating new business. If this speaks to you, you could be a great fit for our team, finding opportunities, building relationships over the phone, driving speed to lead, speed to application, and speed to activation. PayTrace by North, your B2B payments experts, transforms financial and accounting processes to future-proof your business. With advanced payment automation solutions and a user-friendly API, they help B2B companies become more efficient, successful, and profitable. Processing more than $48 billion in payment transactions, PayTrace is committed to providing easy-to-use payment solutions and merchant services, with built-in PCI compliance and security, and 5-star service. At North, we celebrate diversity and create an inclusive environment for everyone."
We removed EEO line? Actually we kept "At North, we celebrate diversity and create an inclusive environment for everyone." That's not EEO boilerplate? It's a diversity statement; could be considered EEO but it's not a legal disclaimer. It's okay to keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The line "At North, we celebrate diversity and create an inclusive environment for everyone." is a diversity statement, could be considered EEO. Safer to remove it. Also the earlier line "We are an equal-opportunity employer." definitely remove. So we should remove those.
Thus About the role ends before that.
Now Responsibilities: list from "What you'll do:".
We need to output as
- items.
List:
- Generate new business opportunities through a variety of self-sourcing and self-prospecting techniques.
- Proactively engage potential clients through extensive cold-calling efforts (minimum 60 outbound calls daily) to hunt for decision-makers and drive pipeline growth.
- Perform merchant statement analysis and apply Level 2/3 interchange requalification strategies to demonstrate value.
- Drive sales momentum with a focus on speed to lead, speed to application, and speed to activation.
- Collect necessary underwriting documents, such as business financials and processing statements, to move deals efficiently through approval.
- Use effective sales closing techniques.
- Build and manage a robust pipeline of potential partners through self-sourced outreach and relationship development using Zoho CRM and HubSpot.
- Maintain integrity of the company through full disclosure of merchant agreement rates, fees, and terms.
- Meet and exceed quotas.
Now Requirements: from "What we need from you:" plus maybe education.
List:
- Bachelor Degree preferred, High School diploma or equivalent.
- 2+ years of payment processing, merchant services, or FinTech sales experience.
- 1+ year outbound self-sourcing sales experience.
- Experience with high volume cold calling (60+ calls per day).
We could also include "Experience with credit card statement analysis, Level 2/3 interchange requalification, and gathering underwriting documents (business financials)." but that seems more like qualifications/skills. We'll put in Qualifications.
Now Qualifications: list:
- Experience cultivating referral partnerships.
- Self-directed and self-motivated.
- Strong understanding of closing techniques.
- Experience with credit card statement analysis.
- Experience with Level 2/3 interchange requalification.
- Experience gathering underwriting documents (business financials).
We could also include "inside merchant account sales experience 2+ years" but that's already in Requirements? Actually we have 2+ years payment processing etc. Might be overlapping. We'll keep as is.
Now Skills: list:
- Proficiency with Zoho CRM.
- Proficiency with HubSpot.
- Proficiency with Slack.
- Proficiency with Google Suite.
Now Benefits: list:
- Medical, Dental, & Vision Coverage
- Flexible Paid Time Off
- 401(k) + Match
- Mental Health Support & Well-Being Program
- Paid Maternity & Paternity Leave
- Education Assistance
- Company-funded Lifestyle Spending Account
Now Pay: we can present as a paragraph or list. Use
for prose. We'll put:
Projected Compensation: Year 1 OTE: $160,000 (includes base, commission, and annual bonus, if qualified); Year 2 OTE: $260,000 (includes base, commission, and annual bonus, if qualified).
Now we must not include Schedule. Now ensure we don't repeat job title. Not using etc. Usefor section headings. Thus output:
About the role
...
Responsibilities
- ...
Requirements
- ...
Qualifications
- ...
Skills
- ...
Benefits
- ...
Pay
...
Make sure no extra whitespace? It's fine. Now verify we didn't include any boilerplate: removed EEO, equal-opportunity, legal, etc. Also removed "Who we are:" paragraph (we omitted). Did we lose any substantive info? The "Who we are:" gave company description: PayTrace by North, B2B payments experts, transforms financial and accounting processes, advanced payment automation solutions, user-friendly API, helps B2B companies become more efficient, successful, profitable, processing >$48B, committed to easy-to-use payment solutions, built-in PCI compliance and security, 5-star service. That is substantive info about the company. Should we preserve it? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include that info somewhere. Could be part of About the role or a separate section like "About the company". But the allowed headings list does not include "About the company". However we