Fortis

• Own the success and performance of assigned Platinum VAR partners. • Drive partner activation through onboarding, enablement, and early pipeline creation. • Ensure partners successfully position and sell Fortis payment solutions within their ERP customer base. • Identify expansion opportunities within partner portfolios and drive deeper integration of Fortis solutions. • Develop and manage Joint Account Plans (JAPs) with strategic partners. • Collaborate with partners and internal sales teams to generate and close new opportunities.

• Develop and manage a robust sales pipeline through outbound prospecting, inbound lead follow-up, and referral channels • Conduct consultative discovery and deliver compelling, solution-oriented sales presentations • Promote and represent the Fortis brand and suite of payment solutions to prospective clients • Manage the full sales cycle, including qualification, proposal development, negotiation, and closing • Collaborate with internal teams (onboarding, support, partnerships) to ensure a seamless client experience • Leverage knowledge of third-party integrations and software ecosystems to position comprehensive payment solutions • Build and maintain referral relationships within the chiropractic and healthcare community • Participate in networking events, industry trade shows, and partner initiatives (travel opportunities available) • Maintain accurate pipeline tracking and reporting within CRM systems • Continuously identify new opportunities, strategies, and channels for client acquisition

• Serve as a primary point of contact for an assigned portfolio of partners, responding to day-to-day questions and coordinating internal resources as needed. • Support partner onboarding, including gathering requirements, coordinating internal teams, tracking implementation milestones, and ensuring a smooth go-live on the Fortis platform. • Conduct regular check-ins and virtual training sessions to drive adoption of Fortis capabilities, tools, and best practices within partner organizations. • Help partners leverage Fortis go-to-market assets (sales tools, marketing collateral, training content) to drive joint growth and optimize payment experiences for end merchants. • Monitor partner health and performance using available reports and dashboards; flag risks, surface opportunities, and support preparation of business reviews for Partner Development/Success leadership. • Collaborate closely with internal teams (Sales/BD, Implementations, Support, Product, Marketing, Risk) to resolve partner issues and remove operational blockers. • Document and maintain partner configurations, processes, and playbooks to support scalable, repeatable partner success motions. • Capture partner feedback and recurring themes, and channel them back to Product, Operations, and Leadership to improve Fortis’ partner experience. • Support management of partner escalations by gathering context, coordinating investigation, and ensuring timely communication back to the partner.

• Lead and oversee all financial operations, including residual payout processing, commission structures, partner settlements, and reconciliation processes • Develop, implement, and optimize scalable financial systems and operational workflows • Ensure accuracy and timeliness of monthly partner residual payouts • Manage complex residual/commission structures • Validate and audit residual calculations • Collaborate with Sales, Partner Management, and Executive teams to structure and implement new compensation plans • Ensure compliance with financial regulations and internal policies • Lead financial systems integration and automation initiatives • Build, mentor, and manage a high-performing financial operations team