All roles

[Remote] Account Executive (Retention & Upsell)

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. PayTrace by North is a B2B payments expert that transforms financial and accounting processes. They are seeking a highly motivated Account Executive focused on Retention & Upselling to strengthen customer relationships, reduce churn, and drive revenue expansion within their payment processing portfolio.

Responsibilities

  • Meet or exceed monthly targets for retention rate, churn reduction, and upsell revenue
  • Maintain accurate CRM records including customer interactions, account status, and opportunity pipeline
  • Track competitive trends and communicate common reasons for churn to leadership
  • Proactively contact at-risk merchants to understand concerns and deliver tailored solutions that resolve pain points
  • Conduct regular account health checks to identify declining usage, support needs, or early churn indicators
  • Respond to customer inquiries related to billing, statements, chargebacks, pricing, and product functionality
  • Analyze merchant processing patterns to identify opportunities for increased volume, new product adoption, or feature upgrades
  • Educate merchants on advanced capabilities and upsell additional services to drive incremental revenue
  • Execute targeted outbound campaigns for cross-selling initiatives

Skills

  • 1-3+ years of experience in payment processing, fintech, SaaS account management, customer success, or inside sales
  • High school diploma or equivalent

Benefits

  • Medical, Dental, & Vision Coverage
  • Flexible Paid Time Off
  • 401(k) + Match
  • Education Assistance
  • Paid Maternity & Paternity Leave
  • Mental Health Support & Well-Being Program
  • Company-funded Lifestyle Spending Account

Company Overview

  • CWA Merchant Services is based in Syosset, NY and supports merchants in all different industries, specializing in both card present and card not present payment processing. It was founded in 1985, and is headquartered in Woodbury, New York, USA, with a workforce of 11-50 employees. Its website is https://cwamerchantservices.com/.
  • Apply To This Job

    Related roles

    Analyst, Digital Infrastructure M&A

    Remote · USA Full-time

    Practice Innovation Analyst

    Remote · USA Full-time

    [Remote] Associate Solution Engineer

    Remote · USA Full-time

    Resource Lawyer, EHG

    Remote · USA Full-time

    [Remote] Compliance Associate, FinTech

    Remote · USA Full-time

    [Remote] Private Equity Operations Analyst at Holding Company Modeled After Berkshire Hathaway

    Remote · USA Full-time

    [Remote] Customer Support Specialist

    Remote · USA Full-time

    [Remote] Bilingual Client Retention Specialist

    Remote · USA Full-time

    [Remote] Accounting Analyst

    Remote · USA Full-time

    [Remote] Customer Service Representative

    Remote · USA Full-time

    Urgently Hiring: Customer Support Specialist - Americas, Remote

    Remote · USA Full-time

    Immediate Hiring: Part time typing jobs from home

    Remote · USA Full-time

    SENTARA HEALTH VIRTUAL REGISTERED NURSE (RN) HIRING EVENT FOR CAREPLEX HOSPITAL, OBICI HOSPITAL, WILLIAMSBURG REGIONAL MEDICAL CENTER

    Remote · USA Full-time

    Senior Experience Designer III, Managing Journey

    Remote · USA Full-time

    Senior Data Scientist - Finance @ Bechtel

    Remote · USA Full-time

    Licensed Psychiatrist- Colorado

    Remote · USA Full-time

    External Manufacturing Franchise Project Manager

    Remote · USA Full-time

    American express virtual customer care professional

    Remote · USA Full-time

    Associate Director, Institutional Clients, Impact Investing in New York City, NY – Global Impact Investing Network – vsmartpros

    Remote · USA Full-time

    [Remote/WFM] Senior Database Engineer - Oracle

    Remote · USA Full-time