• Serve as a trusted advisor to your assigned book of merchants, delivering proactive support and personalized guidance. • Responsible for nurturing and retaining a book of business and growing revenue within that book by identifying and overcoming merchant objections of offering our financing to consumers. • Conduct onboarding and training sessions to set new merchants up for success, plus ongoing education based on performance insights. • Actively engage merchants to increase platform usage, uncover upsell opportunities, and identify areas for growth. • Handle inbound and outbound communication via phone and email—resolving issues, answering questions, and building relationships. • Become an expert in Momnt’s products and services so you can recommend the best-fit solutions to each merchant. • Capture and relay valuable merchant feedback to internal teams to help shape product development and improve our offering. • Collaborate closely with Sales to pass along referral opportunities or expansion leads. • Log and maintain detailed notes in HubSpot to ensure accurate tracking and historical reference. • Test and iterate on outreach strategies (A/B testing, engagement campaigns) to continuously improve success metrics. • Provide first-line troubleshooting and escalate issues to appropriate teams as needed. • Contribute to special projects and team initiatives as required.