What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Enjoy working directly with business owners
- Prefer autonomy over micromanagement
- Comfortable guiding conversations and helping others make decisions
- Backgrounds in service coordination or client-facing roles translate well
- No industry knowledge required; complete training provided
Nice to have
- Autonomy
- Client-facing
- Adaptable
- Coachable
- Relationship-oriented
Day to day
- Review how businesses currently handle transactions and payment flow
- Identify opportunities to improve efficiency or reduce friction
- Walk business owners through available solutions in a practical way
- Oversee the onboarding process from start to activation
- Stay connected post-setup to support account growth and retention