Summary
The RBD Executive is responsible for driving new business growth by proactively prospecting, qualifying, and closing merchant services and fintech solutions within an assigned territory. This role regularly performs self - sourced lead generation, full - cycle sales execution, referral partner collaboration, and pipeline management, requiring strong consultative selling skills, relationship - building ability, and disciplined territory and pipeline management to effectively carry out assigned duties.
Employees in this role are expected to perform their duties in accordance with The Way We Work, helping to create a company where innovation and care drive meaningful connections.
Duties & Responsibilities
Essential Functions
• Proactively self - source new business opportunities through cold calling, networking, referrals, community engagement, and local business development to build pipeline within the assigned territory.
• Develop and execute a personal prospecting strategy focused on building and sustaining a growing book of business.
• Collaborate with referral partners by supporting opportunities through product education, joint calls, and referral management.
• Obtain and analyze merchant statements to assess payment processing needs and present tailored, value - driven proposals.
• Manage the full sales cycle from initial outreach and needs assessment through proposal development, negotiation, and onboarding.
• Sell merchant services and fintech solutions, including credit and debit card processing, payment terminals, and integrated payment technology, aligned to client needs.
• Maintain an accurate and up - to - date sales pipeline within the CRM system, including consistent documentation of outreach and follow - up activities.
• Represent the company at networking events, trade shows, and industry functions to generate leads and build brand awareness.
Additional Responsibilities
• Analyze market trends, competitor offerings, and client data to support identification of new opportunities and optimization of territory performance.
• Support education efforts for bank staff by providing information on Basys merchant services and fintech solutions to enhance referral identification.
• Research and monitor client risk considerations and account - opening issues by gathering relevant facts and observations and sharing input with management as needed.
• Contribute to internal discussions related to market conditions, competitive positioning, and territory insights when requested.
• Support cross - functional coordination by providing sales - related context or information to internal teams as needed.
• To remain innovative and efficient, the use of AI is typical and expected within this role and at Basys.
• Other duties as assigned.
Requirements
• This role is designated as remote. Employees work remotely and are required to visit the corporate office at least twice per year for in-person collaboration with their team, with additional visits as needed.
• A commitment to:
• Excellent communication and collaboration, both written and verbal
• Excellent problem - solving skills and use of judgement
• Accountability and ownership for territory performance and sales outcomes
• Quality, accuracy, and attention to detail
• A desire for continuous improvement and learning
• A results - oriented mindset with the ability to manage priorities independently.
• Strong presentation and relationship - building skills.
Education and Requirements
• High School Diploma or GED required; Bachelor’s degree preferred or equivalent professional experience.
• A minimum of 5 years of outside B2B sales experience with a proven track record of self - sourced success.
• Prior experience in fintech, merchant services, or financial sales strongly preferred.
• Proficiency with CRM tools and a demonstrated commitment to accurate and timely data entry.
• Proficiency in Microsoft Office Suite.
Basys provides technology and payment integration solutions for businesses across the country and Canada. We treat our team, clients, and vendors like people, not numbers. Basys is proud to maintain the industry leading Net Promotor Score and a 90% customer retention rate of clients that continue to process, in an industry where retention rates often average closer to 70 to 75%. We feel that this is a perfect example of how our customer-oriented business model sets us apart.
Basys is an equal opportunity employer.