Sales Consultant (Clearwater Payments)

Posted On: September 22, 2021

Position Overview:

The Sales Consultant role is responsible for delivering predictable, profitable revenue generation through the sale of Clearwater Payments’ AR Automation and EBPP solution directly to medium to large-sized billers across multiple verticals in assigned territories.  Success in this area involves sourcing of opportunities through personal business development efforts with biller IT and treasury departments to sell electronic billing and payment solutions. 


Summary of Essential Job Functions

  • Prospecting and sales into the US targeting “billers” in the utilities, consumer finance, insurance, government, and services markets
  • Develop consultative relationships with prospective clients.
  • Meet and exceed sales quota requirements



  • Hunting skills - strong senior relationship building skills with medium-long sales cycles
  • Organized, detail oriented with excellent multi-tasking skills
  • Professional phone, email, communication and presentation skills
  • Electronic payments knowledge and expertise
  • Accounting or Treasury functional knowledge



  • Prospecting and sales into the US targeting “billers” in the utilities, consumer finance, insurance, government, and services markets
  • Meet and exceed sales quota requirements and weekly prospecting activity targets
  • Present demonstrations and solution proposals via web/teleconference and in-person
  • Respond to requests for proposals
  • Represent Clearwater at industry tradeshows; speak/present on relevant bill pay topics at conferences
  • Manage client development through the sales stages
  • Maintain accurate forecasts and records in sales CRM
  • Determine client needs and formulate solution set and value proposition to meet requirements
  • Negotiate contract terms and pricing models – with guidance and oversight by CRO
  • Document required hand-off forms and coordinate hand-off meeting with implementation team, account management and client
  • Stay current on payment industry and trends in bill payment and accounting automation
  • Work with CRO and Product to define vertical or product gaps/needs



Dallas Office Location or work remotely; travel as necessary.


Education and Experience

  • 5+ years successful sales experience with minimum 3+ years in treasury services, payment processing, business process outsourcing or bill payment industry
  • Proven contract negotiation skills


Additional Eligibility Qualifications

Experience in the Treasury Management sales, electronic payment or credit card industry. SaaS sales a plus.

Not a fit for you, but know someone that may be interested and qualified? Please pass the job along. Thank you!




Paid Vacation
Paid Holidays
Health Insurance
Dental Insurance
Virtual/In-Person Events

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