Account Executive (Retention & Upsell)
PayTrace- Remote
PayTrace by North. Payment and ACH processing, virtual terminals, and more.
Who we are:
PayTrace by North, your B2B payments experts, transforms financial and accounting processes to future-proof your business. With advanced payment automation solutions and a user-friendly API, they help B2B companies become more efficient, successful, and profitable. Processing more than $48 billion in payment transactions, PayTrace is committed to providing easy-to-use payment solutions and merchant services, with built-in PCI compliance and security, and 5-star service.
Job Summary: We are seeking a highly motivated Account Executive focused on Retention & Upselling to strengthen customer relationships, reduce churn, and drive revenue expansion within our payment processing portfolio. This role focuses on proactively engaging existing merchants, ensuring they receive maximum value from our products, identifying upsell opportunities, and resolving issues that may impact satisfaction or account longevity.
What you'll do:
- 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.
What we need from you:
- 1-3+ years of experience in payment processing, fintech, SaaS account management, customer success, or inside sales.
- High school diploma or equivalent
What we offer:
We offer a comprehensive benefits package that enables our teams to live a life well lived, both personally and professionally. Some of our perks include:
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
Salary Range: Base salary of $55,000 - $65,000 plus commission
Pay within this range varies by work location and on job-related knowledge, skills, and experience. We look forward to discussing your salary expectations and our full total rewards offerings throughout the interview process.
Travel required: 10%
At North, we celebrate diversity and create an inclusive environment for everyone. We are an equal-opportunity employer.
To learn more about North and our family of companies, visit our website: https://www.north.com/company/about/our-companies-brands
Top Skills
North New York, New York, USA Office
New York, NY, United States
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