Appointment Setter - Merchant Services (Credit Card Processing)

About the role

A Texas-based merchant services provider specializing in credit card processing and payment solutions for small and medium-sized businesses is looking for an experienced Appointment Setter. The role focuses on service-based businesses such as tire shops, automotive repair shops and mechanics in the Dallas-Austin-Waco area. It is not a general B2B appointment-setting position: candidates must have direct experience selling merchant services or payment solutions.

Key responsibilities

• Identify and research small to medium-sized businesses in Dallas, Austin and Waco, Texas
• Conduct high-volume outbound calls to business owners and decision-makers
• Introduce and explain the benefits of merchant services, credit card processing and payment solutions
• Qualify prospects by their current payment arrangements, business needs, interest and potential fit
• Schedule qualified appointments and consultations for the sales team
• Handle initial objections and keep accurate call and lead records in the CRM
• Track daily and weekly outreach activity, qualified leads and booked appointments

Required profile

• Mandatory: direct experience selling merchant services, credit card processing or payment solutions to small and medium-sized business owners
• At least 1-3 years in B2B sales, outbound prospecting, appointment setting or merchant services sales
• Proven track record of generating leads, booking appointments or closing merchant services accounts
• Experience cold calling business owners and working with performance-based targets
• Existing familiarity with the Texas small-business market is an advantage

Required skills

• CRM use to manage leads and track conversations
• Knowledge of payment processors, merchant acquiring, POS systems, payment gateways and interchange fees

What we offer

• Permanent work from home
• Immediate hiring
• Health insurance coverage for eligible locations