Account Executive, Payments
Remote | Full-Time
Background
Our client is an established, fast-growing healthcare technology company providing mission-critical software that healthcare professionals rely on every day. Its platform supports core functions including practice management, billing, scheduling, patient engagement, and integrated payments.
We’re looking for an experienced
Account Executive, Payments & Patient Solutions
to join the company’s growing payments division.
The Role
This is a high-impact role focused on selling the company’s integrated payments solution to both existing customers and net new prospects in the healthcare market. You’ll work with practices of all sizes to position embedded payments as a modern alternative to traditional payment processing.
This is a full-cycle inside sales role requiring someone who can independently manage the entire sales process—from payments discovery and demo through close and implementation.
Payments will be your primary focus, but you’ll also be on the front line of cross-selling the company’s growing suite of patient engagement, texting, scheduling, and AI-powered tools. Every payments conversation is an opportunity to understand the practice’s broader technology needs and expand the relationship.
What You’ll Be Selling The company’s embedded payments solution:
Processes payments directly within the practice management platform without requiring separate systems
Automatically posts transactions to patient ledgers, reducing manual entry
Enables payments via terminal, text, email, and online portal
Provides unified financial reporting and reconciliation
Includes in-house merchant support
The value proposition is straightforward: payment processing built directly into the software practices already use, helping save time, reduce errors, and simplify the billing workflow.
Cross-Sell Opportunities
Alongside payments, you’ll identify and open conversations around adjacent solutions that increase the value of a single, integrated platform:
Patient engagement & two-way texting:
Automated appointment reminders, recall campaigns, and two-way patient texting
Online scheduling:
Self-service, 24/7 online scheduling integrated directly with the practice’s calendar
AI-powered tools:
Emerging AI capabilities designed to reduce administrative work, automate workflows, and improve efficiency
Key Responsibilities
Sales Execution
Own the full sales cycle for the payments product with existing customers and net new prospects
Conduct 15–30 minute discovery calls to understand current payment workflows and pain points
Manage payments application submission and approval
Support office onboarding and training
Deliver compelling product demonstrations showcasing integrated payment processing
Build ROI-based business cases demonstrating time savings and operational efficiency
Navigate multi-stakeholder sales involving practice managers, office administrators, and doctors
Prospect and generate pipeline through outbound calls, emails, and targeted campaigns
Consistently achieve and exceed monthly and quarterly revenue targets
Use payments discovery to surface needs around patient reminders, texting, online scheduling, and administrative workload
Where relevant, expand payments demos into adjacent products to create multi-product opportunities
Account Strategy
Proactively identify and prioritize high-potential accounts within the existing customer base and broader healthcare market
Develop account-specific strategies for introducing payments solutions to both warm and cold prospects
Leverage customer success signals and practice growth indicators to time outreach
Research and target net new practices using competitive intelligence and market data
Collaborate with Account Management and Customer Success for warm introductions to existing customers
Build champion relationships with practice administrators and billing managers
Track cross-sell whitespace across patient engagement, texting, online scheduling, and AI tools
Identify opportunities to bundle products, increase deal size, and deepen customer relationships
Product Expertise
Become an expert on the embedded payments value proposition and competitive advantages
Master key payments capabilities including terminal integration, portal payments, Apple Pay, ACH, and convenience fees
Understand the healthcare payments landscape and practice-specific pain points including reconciliation, collections, and patient experience
Articulate infrastructure and security benefits
Stay current on payment processing trends, compliance requirements including PCI and HIPAA, and industry best practices
Build working knowledge of the broader product suite so you can credibly position adjacent solutions alongside payments
Understand and articulate the combined ROI of payments, patient engagement, texting, scheduling, and AI tools
Sales Process Management
Maintain an accurate pipeline and forecast in CRM
Document discovery insights, objections, and competitive intelligence
Execute strategic follow-up sequences via email, phone, and video
Coordinate technical resources and implementation teams for complex deals
Track activities, conversion rates, average deal size, and sales cycle length
Track cross-sell activity and pipeline alongside core payments metrics
Required Qualifications
Experience
3–5+ years of payments sales experience across embedded payments, credit card processing, payment gateways, or merchant services
Embedded payments or software-integrated payments experience strongly preferred
Full-cycle inside sales experience with ownership from first call through signed contract
Proven track record of consistently meeting or exceeding quota
Experience selling to healthcare practices, SMBs, or vertical software customers is a plus
Experience cross-selling or bundling complementary SaaS products is a plus
Skills & Competencies
Payments Industry Knowledge:
Deep understanding of merchant services, payment processing, interchange, and pricing models
Consultative Selling:
Ability to conduct discovery, uncover pain points, and build compelling ROI cases
Prospecting & Pipeline Generation:
Strong outbound skills for identifying and engaging net new prospects
Technical Aptitude:
Ability to learn software quickly and confidently demo technical products
Business Acumen:
Understanding of how payment workflows impact practice operations and profitability
Communication:
Strong written and verbal communication skills; comfortable presenting via video and phone
Self-Management:
Highly organized, self-directed, and accountable for results
Resilience:
Comfortable with rejection, able to learn from losses, and willing to maintain a high level of activity
CRM Proficiency:
Experience with Salesforce, HubSpot, or similar sales tools
Cross-Sell Mindset:
Naturally looks for adjacent needs and can introduce additional products without derailing the core payments sale
What Sets You Apart
Experience with both new business development and upselling/cross-selling to an existing customer base
Background in healthcare technology or vertical SaaS
Understanding of practice management workflows and medical billing
Track record of shortening sales cycles through strong discovery and value articulation
Experience with hybrid sales models that combine hunting and farming
Demonstrated success expanding single-product customers into multi-product accounts
Why This Opportunity
Large Market Opportunity:
An established customer base plus thousands of additional healthcare practices using legacy payment solutions
Strong Product-Market Fit:
A product designed to solve real, daily operational problems for healthcare practices
Embedded Advantage:
Payments integrated directly into the practice management workflow rather than operating as a standalone solution
Multiple Revenue Motions:
Opportunity to sell into both the existing customer base and net new accounts
Growth Stage:
Join a payments division with significant room to scale
Expanding Platform:
Payments serves as an entry point into a growing suite of patient engagement, texting, scheduling, and AI tools
Compensation & Benefits
Competitive base salary + uncapped commission structure
Accelerators for exceeding quota
Commission credit for attached patient engagement, texting, scheduling, and AI product sales
Health, dental, and vision benefits
Flexible PTO policy
Growth & Development
Direct path to Senior Account Executive and team lead opportunities
Exposure to executive leadership and strategic planning
Cross-functional collaboration with Product, Engineering, and Customer Success
Opportunity to help build and scale a growing payments division
Location & Work Environment
Remote with occasional travel for team meetings and conferences, approximately 4–6 times per year
Standard business hours with EST/CST preferred
Home office setup with reliable internet required
Territory may be assigned based on geography or account segmentation