Note: The job is a remote job and is open to candidates in USA. Tua Financial Technologies provides embedded consumer and commercial financial solutions to merchants across multiple industries. The Account Executive will own the merchant lead-to-enrollment sales process for TuaPay, conducting prospecting, discovery, demonstrations, closing, CRM management, and warm handoffs to Merchant Success. Success is measured by merchant enrollments, conversion performance, pipeline discipline, and effective collaboration across teams.
Responsibilities
- Own the lead-to-enrollment sales process for assigned merchant opportunities, including:
- Inbound marketing-generated leads
- Leads generated through Tua's embedded distribution partners
- Partner merchant lists and campaigns
- Direct outbound prospecting
- Self-generated opportunities
- Previously contacted or inactive prospects requiring re-engagement
- Contact prospective merchants promptly and consistently through phone, email, video meetings, and other approved sales channels
- Conduct effective merchant discovery to understand:
- Current financing offerings
- Merchant sales volume and average transaction size
- Customer financing needs
- Current approval and conversion challenges
- Merchant growth objectives
- Existing payment and POS relationships
- Opportunities for additional Tua products
- Position Tua's solutions around measurable merchant value rather than simply product features
- Conduct professional virtual demonstrations of Tua's platform and merchant solutions
- Clearly communicate:
- Merchant economics
- Customer financing experience
- Application and prequalification process
- Merchant portal capabilities
- Funding process
- Relevant Tua consumer and commercial solutions
- Tailor the demonstration to the prospect's industry and business needs
- Drive qualified merchants toward enrollment and overcome objections that delay implementation
- Maintain urgency throughout the sales process and establish clearly defined next steps following every meaningful merchant interaction
- Maintain exceptional CRM discipline
- All meaningful merchant activity must be accurately and timely documented, including:
- Calls
- Emails
- Demonstrations
- Merchant needs
- Decision makers
- Follow-up commitments
- Opportunities
- Pipeline stage
- Enrollment status
- Next action and next-action date
- The CRM should provide management with an accurate real-time picture of the AE's pipeline and expected merchant production
- Once a merchant enrolls and establishes platform activity, conduct a structured warm handoff to the Merchant Success / Sales Enablement team responsible for onboarding, training, activation, and ongoing merchant engagement
- Provide sufficient information so the merchant does not have to restart the discovery process after enrollment
- The AE may also serve as a senior sales contact for selected enrolled merchants where additional commercial involvement can improve merchant engagement or performance
- Maintain sufficient qualified pipeline to support monthly enrollment objectives
- Consistently achieves or exceeds enrollment and funding targets
- Does not require management to manage their daily activity
- Creates a daily and weekly selling plan and executes against it
- Responds quickly to new opportunities
- Maintains an active and accurate CRM pipeline
- Conducts effective discovery rather than relying exclusively on scripted product pitches
- Creates urgency and clearly asks for the business
- Understands that activity is important, but conversion and enrollment are what ultimately matter
- Works collaboratively with Merchant Success to turn newly enrolled merchants into successful Tua relationships
- Accepts accountability and actively seeks coaching and feedback
- Looks continuously for ways to improve productivity through technology, process improvement, and better selling techniques
Skills
- • Minimum of 2 years of successful sales experience with a demonstrated record of meeting or exceeding production expectations
- • Significant experience with outbound telephone-based sales
- • Strong verbal presentation and written communication skills
- • Demonstrated ability to conduct discovery and consultative sales conversations
- • Strong organizational and time-management skills
- • Experience working within a CRM environment and strong CRM discipline
- • Comfortable working in a metrics-driven and highly accountable sales organization
- • Ability to work independently while collaborating effectively across teams
- • Professional home-office environment appropriate for customer calls and video demonstrations
- • Experience in financial technology, payments, merchant services, SaaS, lending, embedded finance, or another technology-enabled B2B sales environment
- • HubSpot experience
- • Experience selling to SMB merchants or business owners
- • Undergraduate degree
Benefits
- Competitive performance-based commission opportunity
- Comprehensive employee benefits package
- Hybrid sales role combining focused remote selling activity with in-person meetings, team collaboration, training, and other company activities as required
- Opportunity to grow with the company, assume increasing responsibility, develop larger partner and enterprise relationships, and build a long-term career within Tua's sales organization
Company Overview