Paystone

• Identify and connect with potential customers that fit our Ideal Customer Profile (ICP). • Conduct high-volume outreach via phone, email, and social channels, maintaining 80+ dials per day to generate qualified leads. • Research organizations and decision-makers to personalize outreach and strengthen engagement. • Qualify inbound and outbound leads to ensure strong alignment before handoff to Account Executives. • Execute live call transfers to Account Executives when prospects are ready to engage. • Manage lead progression through the sales funnel using CRM tools, ensuring data integrity and visibility. • Collaborate with Account Executives to develop territory strategies and drive pipeline growth. • Share insights, ideas, and best practices with your peers to strengthen team performance. • Maintain consistent follow-up with all leads to nurture relationships and keep opportunities moving.

• Identify and connect with potential customers that fit our Ideal Customer Profile (ICP). • Conduct high-volume outreach via phone, email, and social channels, maintaining 80+ dials per day to generate qualified leads. • Research organizations and decision-makers to personalize outreach and strengthen engagement. • Qualify inbound and outbound leads to ensure strong alignment before handoff to Account Executives. • Execute live call transfers to Account Executives when prospects are ready to engage. • Manage lead progression through the sales funnel using CRM tools, ensuring data integrity and visibility. • Collaborate with Account Executives to develop territory strategies and drive pipeline growth. • Share insights, ideas, and best practices with your peers to strengthen team performance. • Maintain consistent follow-up with all leads to nurture relationships and keep opportunities moving.

• Identify and connect with potential customers that fit our Ideal Customer Profile (ICP) • Conduct high-volume outreach via phone, email, and social channels, maintaining 80+ dials per day to generate qualified leads • Research organizations and decision-makers to personalize outreach and strengthen engagement • Qualify inbound and outbound leads to ensure strong alignment before handoff to Account Executives • Execute live call transfers to Account Executives when prospects are ready to engage • Manage lead progression through the sales funnel using CRM tools, ensuring data integrity and visibility • Collaborate with Account Executives to develop territory strategies and drive pipeline growth • Share insights, ideas, and best practices with your peers to strengthen team performance • Maintain consistent follow-up with all leads to nurture relationships and keep opportunities moving

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers • Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines • Act as the primary point of contact for internal sales teams and acquirer underwriters • Coordinate application completion, documentation accuracy, and timely approvals • Review and audit merchant applications and supporting documentation before submission. Identify discrepancies, missing information, and potential issues to prevent rework and application pends. • Complete accurate data entry across multiple acquirer portals. • Maintain up-to-date records within Salesforce and internal tracking systems. • Manage ongoing follow-ups, status updates, and active onboarding workflows. • Document and share onboarding process updates, acquirer mandates, and operational changes with the team. • Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.

• Partner with Product and BI to turn business goals into well-scoped ML problems with clear success criteria and guardrails. • Build and productionize models for segmentation, churn, LTV, and recommendations. • Design evaluation frameworks including offline benchmarks and online feedback loops to ensure models are measured, not assumed. • Collaborate with Engineering on production design considerations like latency, payload structure, fallbacks, and failure modes. • Monitor model performance over time, detect drift, and own retraining and iteration cycles. • Use product telemetry and user feedback to drive continuous model and feature improvements. • Work alongside AI coding agents to accelerate development (pipelines, tests, refactoring, exploration) while maintaining human oversight. • Communicate results, trade-offs, and recommendations clearly across technical and non-technical teams.

• Work directly with teams and customers to identify high-impact opportunities for AI and workflow automation. • Design, build, and deploy AI agents and intelligent systems into production environments. • Lead discovery sessions to understand workflows, pain points, and business requirements. • Translate complex business challenges into practical technical solutions. • Rapidly prototype ideas and iterate based on real-world feedback. • Integrate AI solutions with existing systems, applications, and data sources. • Build reusable frameworks and components that accelerate future AI initiatives. • Monitor adoption, performance, and effectiveness of deployed solutions. • Collaborate across technical and non-technical teams to deliver meaningful outcomes. • Stay current with emerging AI technologies and identify opportunities to apply them.

• Work directly with teams and customers to identify high-impact opportunities for AI and workflow automation. • Design, build, and deploy AI agents and intelligent systems into production environments. • Lead discovery sessions to understand workflows, pain points, and business requirements. • Translate complex business challenges into practical technical solutions. • Rapidly prototype ideas and iterate based on real-world feedback. • Integrate AI solutions with existing systems, applications, and data sources. • Build reusable frameworks and components that accelerate future AI initiatives. • Monitor adoption, performance, and effectiveness of deployed solutions. • Collaborate across technical and non-technical teams to deliver meaningful outcomes. • Stay current with emerging AI technologies and identify opportunities to apply them.

• Partner with Product and BI to turn business goals into well-scoped ML problems with clear success criteria and guardrails • Build and productionize models for segmentation, churn, LTV, and recommendations • Design evaluation frameworks including offline benchmarks and online feedback loops to ensure models are measured, not assumed • Collaborate with Engineering on production design considerations like latency, payload structure, fallbacks, and failure modes • Monitor model performance over time, detect drift, and own retraining and iteration cycles • Use product telemetry and user feedback to drive continuous model and feature improvements • Work alongside AI coding agents to accelerate development (pipelines, tests, refactoring, exploration) while maintaining human oversight • Communicate results, trade-offs, and recommendations clearly across technical and non-technical teams

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers • Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines • Act as the primary point of contact for internal sales teams and acquirer underwriters • Coordinate application completion, documentation accuracy, and timely approvals • Review and audit merchant applications and supporting documentation before submission. • Identify discrepancies, missing information, and potential issues to prevent rework and application pends. • Complete accurate data entry across multiple acquirer portals. • Maintain up-to-date records within Salesforce and internal tracking systems. • Manage ongoing follow-ups, status updates, and active onboarding workflows. • Document and share onboarding process updates, acquirer mandates, and operational changes with the team. • Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers • Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines • Act as the primary point of contact for internal sales teams and acquirer underwriters • Coordinate application completion, documentation accuracy, and timely approvals • Review and audit merchant applications and supporting documentation before submission. • Identify discrepancies, missing information, and potential issues to prevent rework and application pends. • Complete accurate data entry across multiple acquirer portals. • Maintain up-to-date records within Salesforce and internal tracking systems. • Manage ongoing follow-ups, status updates, and active onboarding workflows. • Document and share onboarding process updates, acquirer mandates, and operational changes with the team. • Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.