Responsibilities

• Lead the direct sales motion to identify, pitch, and close deals for Embedded Payments: EMD and Cash-to-Close solutions through wide release
• Maintain continuous engagement with clients from point of sale through onboarding to prevent drop-off and ensure a seamless experience
• Build and maintain a library of pitch decks, one-pagers, objection-handling guides, and competitive positioning materials tailored to real estate payments
• Act as the primary project manager, guiding clients through the client onboarding process, coordinating all required documentation and approvals
• Work closely with the Payments Operations team to manage technical setup flows and ensure all compliance requirements are satisfied prior to go-live
• Own client enablement during the initial three-month ramp period, driving product adoption and identifying early expansion opportunities
• Serve as the primary escalation point for client issues during onboarding, coordinating rapid resolution across internal teams
• Partner with Product Marketing team to develop and refine the playbook for the Embedded Payments product suite as new features and payment rails come online
• Conduct regular analysis of pipeline and adoption data to identify trends, conversion bottlenecks, and expansion opportunities—translating findings into clear recommendations for leadership
• Build and maintain reporting on key GTM KPIs including pipeline velocity, onboarding completion rates, and early adoption metrics

Requirements

• 5-6 years of experience in sales, partnerships, customer success, or GTM roles—ideally within fintech, banking, payments, or real estate technology
• Demonstrated ability to manage a pipeline or CRM with accuracy and discipline; experience with Salesforce preferred
• Proven track record of owning a client relationship end-to-end, from prospecting through onboarding and adoption
• Comfortable operating in early-stage or zero-to-one product environments where the playbook is still being written
• Strong written and verbal communication skills with the ability to synthesize complex product and compliance concepts for non-technical audiences
• Active, hands-on use of major LLM tools (Claude, ChatGPT, Gemini) in a professional context to accelerate analytical or writing workflows
• Familiarity with ACH, wire, or digital payment infrastructure is a meaningful advantage. Title, escrow, or real estate industry experience is a strong plus
• Based in Austin, Texas, we're open to exploring remote possibilities for qualified candidates. We have other physical office locations in San Francisco, California, and Concord, New Hampshire.

Preferred

• Salesforce preferred
• Title, escrow, or real estate industry experience is a strong plus

Benefits

• comprehensive health plans
• a 401k program
• commuter benefits
• parental leave
• a flexible time off policy
• robust online onboarding program to train new hires
• biweekly all hands meetings
• a variety of internal virtual events to keep employees connected