Position Summary:PatientNow is hiring a Senior Payments Adoptions Specialist to grow payment adoption and transaction volume across our existing customer base. PatientNow provides EMR, practice management, medical CRM, and payments solutions for aesthetic medical practices, wellness businesses, and salons.
In this role, you will partner with current customers to understand their payment workflows, identify expansion opportunities, and position PatientNow Payments as a strategic tool for improving efficiency, reconciliation, and revenue capture. This is a consultative sales role focused on deepening wallet share, increasing total payment volume, and helping customers get more value from our integrated platform.
Essential Duties and Responsibilities:- Make sure our new PatientNow customers get set up with their payments accounts and begin processing payments once they go live on the platform
- Grow total payment volume across the existing PatientNow customer base.
- Identify underused payment opportunities within current accounts and expand adoption of PatientNow Payments.
- Analyze client payment trends and recommend strategies to improve transaction volume, payment mix, recurring payment usage, and operational efficiency.
- Review merchant statements to identify opportunities to consolidate providers, streamline reporting, and increase payment routing through PatientNow.
- Communicate the long-term value of integrated payments, including better reconciliation, operational savings, and stronger customer workflows.
- Use customer data, usage metrics, and account insights to identify high-potential expansion opportunities.
- Partner with Customer Success, Onboarding, and Support to help customers fully activate and optimize their payments solution.
- Manage sales activity, account health, and pipeline details in Salesforce or a similar CRM.
- Meet or exceed goals tied to total payment volume, transaction growth, customer retention, and account expansion.
Competencies: To perform the job successfully, an individual should demonstrate the following.
- Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
- Business Ethics - Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
- Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.
- Continuous Learning - Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills.
- Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
- Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.
Education/Experience:- 5+ years of B2B SaaS experience with a strong track record of meeting or exceeding sales targets.
- 2+ years of payments industry experience or strong working knowledge of payment processing.
- Experience selling into or expanding existing customer accounts.
- Strong understanding of payment processing workflows and metrics such as total payment volume, ARPU, churn, usage penetration, and transaction growth.
- Consultative sales skills with the ability to uncover customer needs and position payments as a strategic business solution.
- Strong analytical skills and comfort using client metrics to shape account growth strategies.
- Excellent communication and presentation skills, including the ability to demonstrate ROI from payment expansion.
- Experience using Salesforce or a similar CRM to manage activity, pipeline, and account details.
- Collaborative, proactive working style with the ability to coordinate across teams to drive customer outcomes.
Why You'll Thrive Here:In this role, you'll get to:
- Work at the intersection of innovation and impact, helping real-world practices grow and thrive in a rapidly expanding market;
- Collaborate with a talented, curious team that values experimentation, learning, and customer empathy;
- Be empowered to lead with autonomy while supported by strong leadership and product discipline; and
- Help modernize aesthetics software in an industry that's ripe for transformation through innovative, AI-native technology.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
Note: PatientNow jobs are listed on our careers page patientnow.com/careers and select job boards. We will never ask for payment or sensitive info. Official emails come from or
[email protected] 
