Our client is an established, fast-growing healthcare technology company providing mission-critical software that healthcare professionals rely on every day. Its platform supports core functions including practice management, billing, scheduling, patient engagement, and integrated payments.
We’re looking for an experienced Account Executive, Payments & Patient Solutions to join the company’s growing payments division.
The Role
This is a high-impact role focused on selling the company’s integrated payments solution to both existing customers and net new prospects in the healthcare market. You’ll work with practices of all sizes to position embedded payments as a modern alternative to traditional payment processing.
This is a full-cycle inside sales role requiring someone who can independently manage the entire sales process—from payments discovery and demo through close and implementation.
Payments will be your primary focus, but you’ll also be on the front line of cross-selling the company’s growing suite of patient engagement, texting, scheduling, and AI-powered tools. Every payments conversation is an opportunity to understand the practice’s broader technology needs and expand the relationship.
What You’ll Be Selling
The company’s embedded payments solution:
- Processes payments directly within the practice management platform without requiring separate systems
- Automatically posts transactions to patient ledgers, reducing manual entry
- Enables payments via terminal, text, email, and online portal
- Provides unified financial reporting and reconciliation
- Includes in-house merchant support
The value proposition is straightforward: payment processing built directly into the software practices already use, helping save time, reduce errors, and simplify the billing workflow.
Cross-Sell Opportunities
Alongside payments, you’ll identify and open conversations around adjacent solutions that increase the value of a single, integrated platform:
- Patient engagement & two-way texting: Automated appointment reminders, recall campaigns, and two-way patient texting
- Online scheduling: Self-service, 24/7 online scheduling integrated directly with the practice’s calendar
- AI-powered tools: Emerging AI capabilities designed to reduce administrative work, automate workflows, and improve efficiency
Key Responsibilities
- Own the full sales cycle for the payments product with existing customers and net new prospects
- Conduct 15–30 minute discovery calls to understand current payment workflows and pain points
- Manage payments application submission and approval
- Support office onboarding and training
- Build ROI-based business cases demonstrating time savings and operational efficiency
- Navigate multi-stakeholder sales involving practice managers, office administrators, and doctors
- Prospect and generate pipeline through outbound calls, emails, and targeted campaigns
- Consistently achieve and exceed monthly and quarterly revenue targets
- Use payments discovery to surface needs around patient reminders, texting, online scheduling, and administrative workload
- Where relevant, expand payments demos into adjacent products to create multi-product opportunities
- Proactively identify and prioritize high-potential accounts within the existing customer base and broader healthcare market
- Develop account-specific strategies for introducing payments solutions to both warm and cold prospects
- Leverage customer success signals and practice growth indicators to time outreach
- Research and target net new practices using competitive intelligence and market data
- Collaborate with Account Management and Customer Success for warm introductions to existing customers
- Build champion relationships with practice administrators and billing managers
- Track cross-sell whitespace across patient engagement, texting, online scheduling, and AI tools
- Identify opportunities to bundle products, increase deal size, and deepen customer relationships
Product Expertise
- Become an expert on the embedded payments value proposition and competitive advantages
- Master key payments capabilities including terminal integration, portal payments, Apple Pay, ACH, and convenience fees
- Understand the healthcare payments landscape and practice-specific pain points including reconciliation, collections, and patient experience
- Articulate infrastructure and security benefits
- Stay current on payment processing trends, compliance requirements including PCI and HIPAA, and industry best practices
- Build working knowledge of the broader product suite so you can credibly position adjacent solutions alongside payments
- Understand and articulate the combined ROI of payments, patient engagement, texting, scheduling, and AI tools
Sales Process Management
- Maintain an accurate pipeline and forecast in CRM
- Document discovery insights, objections, and competitive intelligence
- Execute strategic follow-up sequences via email, phone, and video
- Coordinate technical resources and implementation teams for complex deals
- Track activities, conversion rates, average deal size, and sales cycle length
- Track cross-sell activity and pipeline alongside core payments metrics
Required Qualifications
Experience
- 3–5+ years of payments sales experience across embedded payments, credit card processing, payment gateways, or merchant services
- Embedded payments or software-integrated payments experience strongly preferred
- Full-cycle inside sales experience with ownership from first call through signed contract
- Proven track record of consistently meeting or exceeding quota
- Experience selling to healthcare practices, SMBs, or vertical software customers is a plus
- Experience cross-selling or bundling complementary SaaS products is a plus
- Payments Industry Knowledge: Deep understanding of merchant services, payment processing, interchange, and pricing models
- Consultative Selling: Ability to conduct discovery, uncover pain points, and build compelling ROI cases
- Prospecting & Pipeline Generation: Strong outbound skills for identifying and engaging net new prospects
- Technical Aptitude: Ability to learn software quickly and confidently demo technical products
- Business Acumen: Understanding of how payment workflows impact practice operations and profitability
- Communication: Strong written and verbal communication skills; comfortable presenting via video and phone
- Self-Management: Highly organized, self-directed, and accountable for results
- Resilience: Comfortable with rejection, able to learn from losses, and willing to maintain a high level of activity
- CRM Proficiency: Experience with Salesforce, HubSpot, or similar sales tools
- Cross-Sell Mindset: Naturally looks for adjacent needs and can introduce additional products without derailing the core payments sale
What Sets You Apart
- Experience with both new business development and upselling/cross-selling to an existing customer base
- Background in healthcare technology or vertical SaaS
- Understanding of practice management workflows and medical billing
- Track record of shortening sales cycles through strong discovery and value articulation
- Experience with hybrid sales models that combine hunting and farming
- Demonstrated success expanding single-product customers into multi-product accounts
Why This Opportunity
- Large Market Opportunity: An established customer base plus thousands of additional healthcare practices using legacy payment solutions
- Strong Product-Market Fit: A product designed to solve real, daily operational problems for healthcare practices
- Embedded Advantage: Payments integrated directly into the practice management workflow rather than operating as a standalone solution
- Multiple Revenue Motions: Opportunity to sell into both the existing customer base and net new accounts
- Growth Stage: Join a payments division with significant room to scale
- Expanding Platform: Payments serves as an entry point into a growing suite of patient engagement, texting, scheduling, and AI tools
- Competitive base salary + uncapped commission structure
- Accelerators for exceeding quota
- Commission credit for attached patient engagement, texting, scheduling, and AI product sales
- Health, dental, and vision benefits
- Flexible PTO policy
Growth & Development
- Direct path to Senior Account Executive and team lead opportunities
- Exposure to executive leadership and strategic planning
- Cross-functional collaboration with Product, Engineering, and Customer Success
- Opportunity to help build and scale a growing payments division
- Remote with occasional travel for team meetings and conferences, approximately 4–6 times per year
- Standard business hours with EST/CST preferred
- Home office setup with reliable internet required
- Territory may be assigned based on geography or account segmentation