Summary: The Merchant Solutions Consultant (MSC) is a strategic sales role focused on driving merchant services growth across the Texas region for companies $50MM or greater in annual sales. This individual will collaborate closely with Commercial Treasury Management Advisors (TMAs) and Relationship Managers (RMs) to integrate merchant solutions into broader credit and payments relationships. The MSC will also proactively prospect new business by leveraging data analytics, cultivating partnerships with centers of influence (COIs), and activating their expansive professional network. Key Responsibilities: Strategic Collaboration & Relationship Expansion Partner with TMAs and RMs to identify merchant services opportunities within existing credit and treasury relationships. Serve as the subject matter expert on merchant solutions, guiding clients through tailored payment acceptance strategies. Participate in joint client calls and strategic planning sessions to deepen relationships and uncover cross-sell opportunities. Prospecting & Business Development Develop and execute a territory-specific prospecting strategy focused on high-potential verticals and geographies. Build and maintain relationships with COIs including accountants, attorneys, consultants, and industry associations. Use data and analytics to identify trends, target prospects, and personalize outreach efforts. Network Activation & Market Presence Leverage personal and professional networks to generate leads and referrals. Represent the organization at local events, trade shows, and networking functions to build brand awareness and pipeline. Maintain a strong presence in the Texas business community, positioning the company as a trusted merchant services provider. Sales Execution & Performance Manage the full sales cycle from lead generation to solution design, proposal, and close. Meet or exceed sales targets and KPIs related to revenue growth, client acquisition, and solution adoption. Maintain accurate records in CRM and provide timely reporting on pipeline and performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees