[Remote] Account Executive (Retention & Upsell)

Note: The job is a remote job and is open to candidates in USA. PayTrace by North is a B2B payments expert that transforms financial and accounting processes. They are seeking a highly motivated Account Executive focused on Retention & Upselling to strengthen customer relationships, reduce churn, and drive revenue expansion within their payment processing portfolio. Responsibilities 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 Skills 1-3+ years of experience in payment processing, fintech, SaaS account management, customer success, or inside sales High school diploma or equivalent Benefits 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 Company Overview CWA Merchant Services is based in Syosset, NY and supports merchants in all different industries, specializing in both card present and card not present payment processing. It was founded in 1985, and is headquartered in Woodbury, New York, USA, with a workforce of 11-50 employees. Its website is