· Develop and manage a strong pipeline of new healthcare merchant payment opportunities through self-sourced prospecting, internal referrals, portfolio reviews, centers of influence, industry events, and strategic partnerships.
· Lead consultative discovery conversations to understand how clients accept, process, fund, reconcile, secure, and report payments across in-person, online, mobile, recurring, and integrated channels.
· Assess the client’s broader payments ecosystem, including merchant acquiring, gateways, point-of-sale solutions, card and ACH acceptance, tokenization, funding, chargebacks, fraud controls, PCI compliance, data security, software integrations, and reporting.
· Evaluate healthcare-specific workflows such as patient collections, pre-service and point-of-care payments, post-visit balances, card-on-file, payment plans, text-to-pay, online bill pay, auto-posting, reconciliation, and integration with practice management, EHR/EMR, and revenue cycle systems.
· Design and present tailored payment strategies that support revenue growth, accelerate receivables, reduce administrative work, improve patient and staff experiences, and strengthen the client’s overall banking relationship.
· Coordinate with product, pricing, underwriting, risk, technical, implementation, service, and banking partners to deliver a smooth experience from discovery and proposal through onboarding, activation, and ongoing relationship management.
· Build productive relationships with Healthcare Relationship Managers, Business Bankers, Treasury Management partners, branches, and other referral sources; provide timely updates and maintain clear ownership of each opportunity.
· Prepare compelling proposals, demonstrations, business cases, and executive presentations that clearly articulate financial and operational value.
· Maintain accurate opportunity, activity, pipeline, and forecast information in Salesforce or other designated systems.
· Meet or exceed assigned goals for revenue, sales, approvals, activations, relationship expansion, client retention, and partner engagement.
· Stay current on healthcare market trends, payment technologies, competitors, regulatory expectations, network rules, and emerging payment methods.
· Manage client and bank information responsibly and operate in accordance with all applicable laws, regulations, risk standards, and internal policies.