Certified Payment Specialist

Key Descriptors: Merchant Onboarding • Underwriter Liaison • Account Growth

Role Snapshot: Guide qualified merchants from application through underwriting to go-live, then own the relationship with your assigned accounts to keep them growing, becoming a trusted payments partner merchants rely on as agentic commerce brings AI agents into how they sell and get paid, backed by EPD Commerce.

About Easy Pay Direct & EPD Commerce

Commerce is entering a New Era...

Agentic Commerce will facilitate AI agents buying and selling.

Our new platform, EPD Commerce is at the forefront of this wave.

It connects products, checkout, subscriptions, payments, revenue recovery, and agentic flows in one system.

Business owners can talk to their transaction data, ask their own AI agent about their business, and have that agent take action on their behalf.

Over the last 14 years, Easy Pay Direct has helped more than 100,000 businesses accept payments, navigate complex processing requirements, and grow.

That experience is the foundation for EPD Commerce, our AI-powered commerce platform.

Based in East Austin, were founder-led and 100% founder-owned.

Without outside investors, we have the independence to move quickly, invest for the long term, and build around the needs of the businesses we serve.

Joining our team means helping build the next generation of commerce on the foundation of an established payments business.

You'll work on real problems for real business owners, with the opportunity to shape both what we build and how we build it.

Our mission is to make running a business easier, so merchants can spend less time managing systems and more time serving their customers and generating revenue.

Why Join Us

Were a high-performing, collaborative team that values ownership, initiative, and continuous improvement. Here, your fingerprints are on the product, leadership knows your name, and your work shapes the future of the company. Youll help launch a new platform from the start, not maintain someone elses.

As a Certified Payment Specialist, youll join a uniquely trained team that navigates the complexities of merchant services, especially in high-risk environments. Youll gain experience with diverse business models, marketing strategies, and technical solutions, and well support your growth through research, case studies, and training so you understand enterprise-level payment structures and can apply that knowledge with every merchant.

About the Role

Easy Pay Direct is looking for a results-driven Certified Payment Specialist to own client onboarding, the profitable growth of accounts, and long-term client management.

In this role, youll onboard qualified merchants, work with underwriters, help new clients go live, and make sure they use our products effectively. Youll act as the primary point of contact for your assigned high-value merchants and maintain long-term relationships that drive account retention and growth.

Many of the merchants youll support operate in high-risk categories, where approvals, risk management, and banking relationships take real expertise. Your job is to set each merchant up with a clear plan from the start and keep their accounts healthy as they grow.

The merchants you onboard and grow are the businesses EPD Commerce is built for. As agentic commerce brings AI agents into how they sell and get paid, youll be the trusted payments partner they rely on.

This role can be remote or based in our East Austin office, and were happy to support candidates who are open to relocating to Austin.

Quick Snapshot

• Location: Remote or Onsite in East Austin, TX
• Compensation: $70,000 to $75,000 base salary plus monthly commissions (OTE $85,000 to $100,000)
• Reports To: VP of Operations
• Experience Requirement: 2+ years of high-risk merchant services experience

Why This Role is Different

• Join a uniquely trained team that specializes in complex and high-risk merchant services.
• Create a personalized 12-month Payment Strategy for every new client and see it through.
• Own your merchants from the first verification call to go-live and beyond, with a dedicated book of high-value accounts.
• Work directly with underwriters and gain a clear view of enterprise-level payment structures.
• Aim for one-call closes by collecting everything you need in a single interaction.
• Bring payments expertise to merchants as EPD Commerce and agentic commerce change how they sell and get paid.

What Success Looks Like

Within your first year, youll:

• Run verification calls and onboarding confidently, collecting complete documentation in as few interactions as possible.
• Deliver a personalized 12-month Payment Strategy for each new client and track milestones against it.
• Build strong working relationships with underwriters that speed up new account approvals.
• Keep your assigned accounts aligned with their Payment Strategy by monitoring chargebacks, declines, and other key metrics.
• Increase MID utilization within the EPD footprint across your book of business.
• Recover at-risk accounts through salvage efforts and alternative processor sourcing when needed.
• Build a referral pipeline that consistently brings in new business.
• Contribute to training, SOP feedback, and initiatives that improve closure rates for the CPS team.

What Youll Do

• Lead verification calls, guide merchants through the onboarding process, and verify documents.
• Create personalized 12-month Payment Strategies for new clients.
• Act as the primary point of contact between merchants and underwriters, facilitating new account approvals and managing existing assigned accounts.
• Process applications, establish rapport, and set expectations for transaction volume and banking diversification.
• Proactively identify and address risk issues.
• Aim for one-call closes by collecting all necessary documents and information in a single interaction.
• Track key merchant account metrics, including chargebacks and declines, to keep accounts aligned with their Payment Strategy.
• Follow up on Payment Strategy milestones and maximize MID utilization within the EPD footprint.
• Conduct salvage efforts for closed accounts and help source alternative processors as needed.
• Build and nurture a referral pipeline to attract additional business and expand the client base.
• Build and maintain strong relationships with prospects, clients, underwriters, and internal support staff.
• Take part in training and mentoring, help deliver training, and give constructive input to peers.
• Contribute to projects that improve the effectiveness of sales, the CPS group, and the company, including feedback on SOPs and initiatives to improve closure rates.

What Were Looking For

Required Qualifications

• 2+ years of experience in high-risk merchant services.
• A proven track record working with high-risk businesses.
• Excellent written and verbal communication skills.
• Tech-savvy, with in-depth experience using CRMs and industry systems.

Strongly Preferred

• Experience managing a dedicated book of high-value merchants.
• Underwriting experience.

Nice-To-Have Experience

• Risk management and sales support.
• A systems-oriented approach and strong attention to detail.
• Quick thinking.

Benefits

• Health Insurance
• Dental and Vision Insurance
• 401(k) with Company Match
• Paid Time Off (PTO)
• East Austin Office with On-Site Shower, Steps Away from Restaurants & Coffee Shops
• Fully Stocked Office Kitchen and Snacks
• Frequent Company Outings & Happy Hours

Ready to Build Whats Next?

If youre energized by ownership, thrive in environments with ambiguity, and enjoy building products that solve real customer problems, and you want to help build the future of commerce, wed love to meet you.

Easy Pay Direct is an equal opportunity employer.