Careers

The Director of ACH Business Development position is responsible for driving new revenue for the company through establishing new contracts for our ACH service.  The Director of ACH Business Development will work closely with internal staff to contribute to the development and implementation of the go-to-market strategy while achieving overall company goals and values.

Key Responsibilities

• Product/Program Sales
  • Identify and pursue new business opportunities through activities that include call campaigns, targeted marketing, inbound leads, networking, conference attendance and other development efforts
  • Work with marketing to generate leads through marketing campaigns, lead list contacts, and delegation of leads to sales team as needed
  • Research and gather market data to contribute to the go-to-market strategy.
  • Deep understanding of the ACH services ecosystem, ICHRA, Gateways, and compliance requirements. 
  • Work with the Product Manager and Marketing to stay on top of new products/programs as they are introduced 
  • Demonstrate products and solutions to prospective clients based on their individual needs
  • Responsible for driving the growth of our ACH technologies.
  • Work with Product and Marketing to establish pricing and product materials to provide to clients and potential clients
  • Negotiate pricing and process with the potential client
• Tracking Leads/Sales 
  • Utilize CRM system to manage tracking and reporting on new business, cross sales and revenue estimates
  • Utilize CRM to manage lead tracking to ensure that communication and follow-up is done
  • Escalate business opportunities to management as needed
  • Report to management on the details of the leads, calls, and presentations completed each week/month
• Integration Support
  • Work with Relationship Management and Integrations on new customer/partner integrations to ensure seamless hand-off
  • Ongoing Communication with internal team and client/partner as needed to ensure time to revenue goals are met
• Strategy Support
  • Refine product offering
  • Contribute to new features list of existing products
  • Consult with marketing on client sale presentations
  • Share competitive information as acquired

Requirements

• Minimum 5 years successful experience in sales is required, including managing a team
• Bachelor’s degree in a business, sales or similar field is preferred
• Payment processing experience is required
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
• Excellent computer proficiency (MS Office – Word, Excel and Outlook)
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

Working Conditions

Normal office working conditions. Hybrid/remote.

Equipment: telephone, cell phone, computer or laptop, copy machine, etc.

Physical Requirements

Must have the ability to stand, sit, stoop, bend and reach. Must be able to use a telephone or headset equipment. On an infrequent basis must be able to lift and move material weighing up to 20 lbs. to move computers or system equipment.

Direct Reports

There are no direct reports at this time.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned, and/or this job description may change over time, to meet the ongoing needs of the Company.

The Staff Accountant & HR Generalist is a dual-role position responsible for day-to-day accounting functions as well as providing human resources support. This role ensures accurate financial reporting, compliance with industry regulations, and a positive employee experience. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced payments environment.

Key Responsibilities

Accounting (70%)

• Perform daily accounting operations including journal entries, reconciliations, AP/AR, and expense reporting.
• Assist with monthly, quarterly, and annual closes.
• Reconcile bank and payment processor accounts (ACH, credit card settlements, chargebacks, etc.).
• Prepare financial statements and management reports.
• Ensure compliance with GAAP and payment industry requirements.
• Support audits, tax filings, and regulatory reporting.
• Assist in budgeting, forecasting, and variance analysis.

Human Resources (30%)

• Assist with payroll processing and related accounting entries.
• Maintain employee records and HRIS systems.
• Support recruiting efforts, onboarding, and offboarding.
• Assist with the administration of benefits, leave requests, and employee programs.
• Ensure compliance with labor laws, employment regulations, and company policies.
• Serve as a first point of contact for employee HR and payroll questions.
• Assist with performance review cycles and employee engagement initiatives.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• 2–4 years of accounting experience; some HR experience strongly desired.
• Knowledge of GAAP and regulatory requirements in financial services/payments.
• Knowledge of HR laws.
• Experience with accounting software (e.g., NetSuite, QuickBooks, Sage) and HRIS/payroll systems.
• Strong analytical skills, attention to detail, and organizational ability.
• Excellent communication and interpersonal skills.
• Ability to manage and maintain confidential information in the strictest manner.

Working Conditions

Normal office working conditions. Hybrid/remote.

Equipment: telephone, cell phone, computer or laptop, copy machine, etc.

Why Join Us?

• Opportunity to work at the intersection of finance, technology, and HR.
• Collaborative and growth-oriented company culture.
• Competitive compensation and benefits package.
• Career growth in a high-growth payments company

Physical Requirements

Must have the ability to stand, sit, stoop, bend and reach. Must be able to use a telephone or headset equipment. On an infrequent basis must be able to lift and move material weighing up to 20 lbs. to move computers or system equipment.

Direct Reports

There are no direct reports at this time.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned, and/or this job description may change over time, to meet the ongoing needs of the Company.

The Sales Representative position is a junior level hybrid/remote position that provides sales and support of clients and partners to support the company and individual revenue goals.  The Sales Representative will work closely with internal staff to manage the entire process for clients from sales to implementation while achieving overall company goals and values.

Key Responsibilities

• Product/Program Sales
  • Identify and pursue new business opportunities through activities that include call campaigns, targeted marketing, inbound leads, networking, conference attendance and other development efforts
  • Work with marketing to generate leads through marketing campaigns, lead list contacts, and delegation of leads to sales team as needed
  • Research and gather data for lead lists based on business types, partners, competitors, etc. to self-generate leads and market to prospect lists
  • Cross-sell products to the existing client base through targeted marketing  
  • Work with Product and Marketing to stay on top of new products/programs as they are introduced 
  • Demonstrate products and solutions to prospective clients based on their individual needs
  • Work with clients to determine the advantages of the products/programs to their organization
  • Work with Product and Marketing to establish pricing and product materials to provide to clients and potential clients
  • Negotiate pricing and process with the potential client

• Tracking Leads/Sales 
  • Utilize CRM system to manage tracking and reporting on new business, cross sales and revenue estimates
  • Utilize CRM to manage lead tracking to ensure that communication and follow-up is done
  • Escalate business opportunities to management as needed
  • Report to management on the details of the leads, calls, and presentations completed each week/month

• Integration Support
  • Work with Relationship Management and Integrations on new customer/partner integrations to ensure seamless hand-off
  • Ongoing Communication with internal team and client/partner as needed to ensure time to revenue goals are met

• Sales Support
  • Webinar demos for potential clients
  • In-house demos for potential clients
  • Physical location demos for potential clients

Requirements

• Minimum 2 years successful experience in sales is required 
• Bachelor’s degree in a business, sales or similar field is preferred
• Payment processing experience is preferred
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
• Excellent computer proficiency (MS Office – Word, Excel and Outlook)
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

Working Conditions

Normal office working conditions. Hybrid/remote.

Equipment: telephone, cell phone, computer or laptop, copy machine, etc.

Physical Requirements

Must have the ability to stand, sit, stoop, bend and reach. Must be able to use a telephone or headset equipment. On an infrequent basis must be able to lift and move material weighing up to 20 lbs. to move computers or system equipment.

Direct Reports

None at this time

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned, and/or this job description may change over time, to meet the ongoing needs of the Company.