Customer Analyst, Strategic Vertical - Healthcare

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Description

At Fortis, we lead the way in next generation payment technologies and solutions. We transform payments into a competitive advantage for our clients and partners, enabling businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves payments closer to invisible with a proprietary platform that supports and strengthens the payments capabilities of merchants and software partners. We are a collaborative team of innovators, problem solvers, and builders, committed to the growth of our clients, partners, and team members. Through award winning software integrations, robust data, and industry vertical and commerce expertise, we deliver the ultimate frictionless commerce experiences. We are in hyper growth mode and seeking talented, innovative, and collaborative problem solvers to help us build and scale the future of payments. Grow your career with us and be on the cutting edge of the rapidly expanding FinTech payments space.

The Customer Analyst plays a key role in driving growth within Fortis' Chiropractic vertical by identifying, prospecting, consulting, and closing new payment processing opportunities. This role is highly consultative, requiring the ability to understand practice workflows and recommend tailored payment solutions that improve efficiency and patient experience. The ideal candidate is self-motivated, results-driven, and skilled in managing the full sales cycle-from initial outreach through close. Success in this role comes from building strong relationships with prospects and partners, delivering value-driven solutions, and contributing to a seamless onboarding experience. Candidates with prior experience in a chiropractic or healthcare setting are strongly preferred.

ESSENTIAL DUTIES:

• Develop and manage a robust sales pipeline through outbound prospecting, inbound lead follow-up, and referral channels
• Conduct consultative discovery and deliver compelling, solution-oriented sales presentations
• Promote and represent the Fortis brand and suite of payment solutions to prospective clients
• Manage the full sales cycle, including qualification, proposal development, negotiation, and closing
• Collaborate with internal teams (onboarding, support, partnerships) to ensure a seamless client experience
• Leverage knowledge of third-party integrations and software ecosystems to position comprehensive payment solutions
• Build and maintain referral relationships within the chiropractic and healthcare community
• Participate in networking events, industry trade shows, and partner initiatives (travel opportunities available)
• Maintain accurate pipeline tracking and reporting within CRM systems
• Continuously identify new opportunities, strategies, and channels for client acquisition

Requirements

REQUIRED SKILLS/ABILITIES:

• Proven track record of meeting or exceeding sales targets
• Strong prospecting and lead generation skills with the ability to build and manage a pipeline
• Proficiency in CRM systems (HubSpot and/or Salesforce) and comfort working with data (Excel/Google Sheets)
• Excellent communication and active listening skills with the ability to build rapport quickly
• Strong objection handling, negotiation, and closing skills
• High level of resilience, accountability, and adaptability in a performance-driven environment
• Ability to develop and maintain referral relationships that drive consistent business growth
• Strong time management and organizational skills
• Commitment to transparency and integrity in presenting pricing, terms, and solutions

EDUCATION AND EXPERIENCE:

• 2-3 years of sales experience in a quota-driven environment with full-cycle responsibility (prospecting to close)
• Experience in the chiropractic or broader healthcare industry strongly preferred
• High School Diploma or equivalent required; additional education is a plus

PHYSICAL REQUIREMENTS:

• Working Conditions: This is a remote position.
• Physical Activities: Occasional standing, stooping, reaching and lifting up to 25 pounds.
• Physical Demands: Prolonged periods of sitting at a desk, typing on a computer keyboard, and speaking on the telephone. Frequent repetitive motions.

California Pay Range Disclosure

Pursuant to California pay transparency requirements, the expected salary range for this position is $55-80K annually. Actual compensation will be determined based on factors including, but not limited to, candidate experience, education, skills, internal equity, and geographic location. This position may also be eligible for bonus, incentive compensation, and a comprehensive benefits package in accordance with company policies.

Note: This job description is not an employment agreement or contract. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Salary Description

$55,000