Channel Sales Executive

Job Overview

Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We're looking for passionate individuals to join our team and help drive impactful results for our customers. If you're dedicated to delighting customers and promoting growth and innovation - we want you on our team!

As a key member of the Paymode Channel Sales Team , the Channel Sales Executive (CSE) is a full-time position focused on driving new Paymode Sales through our Bank Partners. The CSE is responsible for building and strengthening relationships with Bank Teams and will partner, both internally and externally, throughout the sales cycle: training channel sales teams, analyzing and prospecting within customer portfolios, reviewing pre‑sales qualifications, identifying business drivers, and providing solution requirements and technical guidance.

The CSE will partner with Bank Sales Officers, Relationship Managers and Solution Engineers. They are accountable for taking ownership of deal and pipeline success, including managing and tracking sales activity within Salesforce.

The position requires ongoing learning to ensure industry knowledge of payables trends that our Bank Partners and their clients are experiencing, in addition to a deep understanding of the PMX platform and its capabilities. A successful CSE relies upon credible relationship building and the ability to go deeper into technology than the bank channel sales officer. They become trusted advisors to the Bank Team.

• Work with leadership and partners to deliver results against revenue and growth targets.
• Develop and expand relationships with new clients to earn their trust, overcome objections, and create a sense of urgency.
• Collaborate through the entire sales process, from discovery through contracting and implementation.
• Present the PMX value statement and competitive differentiators.
• Serve as a trusted advisor to the client and partners.

• Operate as the lead point of contact for any matters specific to your customers throughout the sales cycle.
• Maintain sales operational requirements including documentation in Salesforce and internal communications to senior management and other teams per best practices.
• Forecast and track key account metrics across the entire pipeline.
• Maintain professional and technical knowledge by reviewing professional publications, establishing personal networks, and participating in professional societies.

• Create and manage target call lists and execute prospecting KPIs.
• Utilize marketing tools and create value propositions to generate engagement of new business opportunities.
• Within each client, understand unique client needs, decision makers, spectrum of influence, and customize client‑specific solutions.

• Lead and take part in demonstrations of PMX.
• Identify data and workflow setups to be incorporated in demonstrations to model client requirements.
• Coordinate with product management and delivery teams to configure demo systems.

• Continuously improve internal processes, particularly in the areas of sales support.
• Bring prospect feedback – technical, product, customer experience – to PMX Direct Leadership.
• Manage and keep all pipeline reports and Salesforce data with up-to-date opportunity status and call notes.

• Bachelor’s degree (preferred) or equivalent work experience.
• 5+ years of experience selling SaaS solutions to senior executives within large corporate finance such as the CFO, Treasurer, and Controller.
• Possess a strong will to win and growth mindset.
• Highly effective sales, relationship building, and motivational skills.
• Strong interpersonal and business development skills, and superior product knowledge of PMX.
• Excellent follow‑up skills and a sense of urgency in answering questions, resolving issues, and coordinating internal cross‑functional teams to respond to needs.
• Ability…