New Agent Success Manager - Merchant Services
$70,000–$80,000
Apply (opens in a new tab)New Agent Success Manager - Merchant Services
Posted 7 days ago
SENIORITY
Senior
SALARY
$70,000–$80,000
About the role
- Own the onboarding experience for new agents throughout their first 60–90 days with PayBright.
- Conduct onboarding and kickoff calls to establish expectations, identify goals, and develop actionable 30-day success plans.
- Deliver practical training on payment processing, PayBright's systems, pricing structures, merchant applications, documentation, and POS solutions.
- Guide new agents through their initial deals, providing hands-on assistance with product demonstrations, pricing questions, merchant objections, and application workflows.
- Proactively identify obstacles that could delay agent activation and take ownership of resolving issues.
- Partner with Relationship Management, Sales Operations, the POS Desk, and Support to ensure a smooth and efficient onboarding experience.
- Monitor key performance indicators, including agent activation, time to first deal, application quality, and early production.
- Maintain accurate CRM records, document agent progress, and follow through on commitments and action items.
- Reinforce PayBright's standards, processes, and expectations while building strong, productive agent relationships.
- Identify opportunities to improve onboarding, training, communication, and overall agent success.
- Bachelor's degree required or equivalent experience.
- Minimum of 5 years of professional experience in sales, relationship management, customer service, or administrative support within the merchant services or payment processing industry.
- Strong working knowledge of payment processing fundamentals, POS systems, payment terminals, merchant processing statements, residuals, Merchant Processing Applications (MPAs), and merchant onboarding workflows.
- Demonstrated experience coaching, training, mentoring, or developing business partners, sales professionals, or agents.
- Excellent communication and relationship-building skills, with the ability to explain complex processes in a clear, practical manner.
- Highly organized and proactive, with a strong ability to manage multiple agents, priorities, and follow-up activities.
- A strong sense of accountability and ownership, with a commitment to seeing issues through to resolution.
- Experience using CRM platforms such as Zoho, Salesforce, HubSpot, or similar systems.
- Ability to work effectively in a fast-paced, growing organization where communication, execution, accountability and follow-through matter.
- Must reside in an eligible state if applying for the remote position.
- Experience supporting an agent, ISO, dealer, or independent sales organization channel within the merchant services industry.
- Familiarity with payment processing providers, POS platforms, and solutions such as Clover, Shift4, or Harbortouch.
- Experience helping agents build portfolios, increase production, or navigate merchant acquisition and onboarding.
- Comfort working in a Mac OS environment. Work Location PayBright offers two location options for this position: Raleigh, NC — In-Office/Hybrid Candidates in the Raleigh, North Carolina area will be expected to work from our Raleigh office at least four days per week.
- Medical, dental, and vision insurance
- Paid time off
- Paid holidays
- Sick leave
- Parental leave
- 401(k) retirement plan with company matching
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
