About the RolePaynote is seeking a Sales Operations Specialist to join our team. This role is a critical bridge between Sales, Product, Partners, and our merchants, ensuring smooth onboarding, technical integrations, and ongoing support. You will work hands-on with merchants from contract signature through go-live, while also supporting internal sales processes and managing day-to-day merchant requests.
This is an opportunity for someone with 3–5 years of fintech, payments or financial services experience who is organized, detail-oriented, and thrives in a fast-paced, merchant-facing environment. If you’re proficient in HubSpot, comfortable with technical integrations, and eager to help scale a high-growth payments platform, this role is for you.
Key ResponsibilitiesSales Operations & Internal Support
- Support Sales with proposals, pricing analysis, and contract preparation
- Maintain accurate merchant records, deal pipelines, and documentation in HubSpot CRM
- Help qualify leads and optimize sales processes for efficiency
- Assist with reporting and performance metrics across the sales lifecycle
Merchant Onboarding & Implementation
- Guide merchants through end-to-end onboarding, from application to go-live
- Collect, review, and organize underwriting and onboarding documents
- Support gateway deployment and configuration, ensuring merchants are correctly set up to process payments
- Coordinate with internal teams and merchants on testing and validation of gateway connections
- Provide hands-on technical integration support
- Coordinate timelines with Product, Partners and Sales to ensure smooth implementations
- Troubleshoot technical or operational issues to ensure a successful go-live
Merchant Support & Relationship Management
- Act as the first point of contact for merchant inquiries and escalations
- Resolve issues related to ACH rejects, funding delays, card declines, and integration errors
- Proactively communicate project status, timelines, and next steps
- Support Account Managers in ensuring long-term merchant success
Cross-Functional Collaboration
- Relay merchant feedback and feature requests to Product and Engineering
- Partner with Sales on upsell and expansion opportunities
- Work with Compliance and Banking Partners on high-risk or complex issues
- Collaborate closely with Operations and Support to scale processes
RequirementsWhat We’re Looking For
- 3–5 years of experience in fintech, payments, or merchant services
- Proven merchant-facing experience, ideally in onboarding, support, or sales operations
- Proficiency with HubSpot CRM (pipeline, reporting, document management)
- Strong organizational skills with high attention to detail
- Excellent communication skills (written and verbal)
- Comfortable in a fast-paced, startup environment with high ownership
Preferred Qualifications
- Experience with API integrations, payment gateways, or technical onboarding
- Experience with payment gateway integrations and deployments
- Familiarity with ACH returns, chargebacks, RDR, or PCI compliance
- HubSpot Sales or Service Hub certification
- Knowledge of underwriting requirements and high-risk verticals
- Bachelor’s degree in Business, Finance, or related field
What We Offer- Competitive salary and performance-based incentives
- Comprehensive health, dental, and vision insurance
- Collaborative, growth-oriented work environment
- Direct exposure to high-risk payments, banking partners, and cutting-edge fintech solutions
Work EnvironmentThis is a role requiring 4 days per week in our Miami office. The ideal candidate thrives in a collaborative, fast-moving environment and enjoys working closely with merchants, sales teams, and technical partners to deliver results.
