New Client Specialist (Inbound Sales Development)

Key Descriptors: Inbound Sales • Persistence • Advisor

Role Snapshot: Respond to new inbound merchant opportunities within three minutes and guide every applicant through documents, onboarding, and approvals, being the friendly, knowledgeable first voice of Easy Pay Direct for businesses that will soon be selling through AI agents with agentic commerce on 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.

This role is for a true difference-maker, not another cog in the machine. If youre a natural connector who thrives on a challenge, youll be the friendly, knowledgeable guide for our new clients and build a career in a rapidly expanding industry with unlimited career advancement opportunities.

About the Role

Easy Pay Direct is looking for a New Client Specialist to handle our inbound opportunities. When a business owner reaches out to us, youll be the first point of contact, the trusted advisor, and the persistent force that gets their application over the finish line.

Your mission is to welcome new merchants and get them up and running quickly. Youll respond to new inbound leads in under three minutes, guide applicants through documents and onboarding, and make sure every application is complete and secure before it moves forward.

We work with specific KPIs that are essential for our collective success. This role is all about speed and quality, so clients are set up for success from day one. Its a hands-on role where youll wear many hats and have a direct impact on the teams results.

The businesses you welcome are the merchants EPD Commerce is built for, as agentic commerce changes how they sell and get paid.

Our team is guided by five core values: Persistence; Growth; Open, Effective Communication; Doing the Right Thing; and We Make Things Easier. As a New Client Specialist, youll put them into practice every day.

Quick Snapshot

• Location: East Austin, TX (Onsite)
• Compensation: 1st year average OTE of $85,000 (base salary of $70,000 plus $15,000 in annual incentives)
• Reports To: NCS Lead
• Experience Requirement: 2-5+ years of B2B sales experience

Why This Role is Different

• Be the first voice business owners hear when they reach out to Easy Pay Direct.
• Speed matters here: youll connect with every new inbound lead in under three minutes.
• Act as a trusted advisor, guiding applicants from their first conversation to approval.
• Serve as our initial defense against fraud by reviewing key documents before applications move on.
• Directly impact results.
• Help new merchants start strong with a company building for agentic commerce through EPD Commerce.

What Success Looks Like

Within your first year, youll:

• Consistently respond to new inbound leads in under three minutes.
• Turn inbound inquiries into complete applications by managing expectations, handling objections, and collecting documents and digital signatures.
• Deliver a smooth onboarding experience that gets new merchants approved and up and running quickly.
• Catch incomplete or risky applications early through careful document review.
• Keep HubSpot records accurate and complete for every opportunity.
• Meet the teams KPIs for speed and quality so clients are set up for success from day one.

What Youll Do

• Respond to every new inbound lead in under three minutes, using calls, texts, emails, and DMs to make a connection.
• Guide merchants through the entire application process, managing expectations and handling objections.
• Collect all necessary documents and digital signatures for a smooth, seamless onboarding experience.
• Analyze key documents, such as financial statements and personal IDs, to make sure applications are complete and secure before they move on.
• Maintain immaculate records in HubSpot, because if its not in HubSpot, it didnt happen.
• Manage a high volume of activity while keeping every new client moving forward.

What Were Looking For

Required Qualifications

• 2-5+ years of B2B sales experience.
• Exceptional written and verbal communication skills.
• Tech-savvy and highly organized, with the ability to manage multiple tasks and a high volume of activity.
• A natural self-starter who thrives in a dynamic environment.
• A commitment to continuous learning and growth.

Strongly Preferred

• Direct experience in payments or merchant services.

Nice-To-Have Experience

• Experience in fintech, financial services, or the software industry.
• A background working with HubSpot or similar CRM systems.
• Familiarity with high-risk merchant accounts.
• Experience in lead qualification and fraud prevention.

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.