Peter

Virtual Assistant

Get to Know Me

Professional Summary

Sales Development Representative with over eight years of experience in merchant services, supporting the full onboarding lifecycle from sales through underwriting, approval, and ongoing account support. Proven background in cold calling, outbound pipeline development, and closing, with strong expertise in payment processing, e-commerce operations, and compliance workflows. Experienced working with multiple processors and platforms while maintaining accurate CRM records and managing high-volume onboarding activity. Known for delivering structured, compliant, and client-focused sales and onboarding support.

Key Skills Icon

Key Skills

  • Cold calling and outbound prospecting
  • Pipeline development and deal tracking
  • Lead management and follow-ups
  • Merchant onboarding and underwriting support
  • KYC, AML, and PCI compliance coordination
  • Statement analysis and pricing review
  • CRM management using Pipedrive
  • Processor and gateway configuration support
  • Documentation and contract execution
  • Professional Experience

    More than eight years of experience in merchant services, onboarding operations, and sales development roles supporting both retail and e-commerce merchants. Responsibilities have included high-volume outbound prospecting, lead qualification, closing, and full-cycle onboarding with acquirers and ISOs. Managed merchant applications, underwriting coordination, KYC verification, PCI compliance, terminal and gateway setup, and post-approval support across multiple processors. Provided statement analysis, pricing guidance, and high-risk placement solutions while maintaining organized pipelines and accurate CRM activity logs to ensure compliant and efficient account activation.

    Peter

    Get to Know Me

    Watch a brief introduction that highlights my professional background and areas of expertise.

    Professional Summary

    Sales Development Representative with over eight years of experience in merchant services, supporting the full onboarding lifecycle from sales through underwriting, approval, and ongoing account support. Proven background in cold calling, outbound pipeline development, and closing, with strong expertise in payment processing, e-commerce operations, and compliance workflows. Experienced working with multiple processors and platforms while maintaining accurate CRM records and managing high-volume onboarding activity. Known for delivering structured, compliant, and client-focused sales and onboarding support.

    Key Skills

  • Cold calling and outbound prospecting
  • Pipeline development and deal tracking
  • Lead management and follow-ups
  • Merchant onboarding and underwriting support
  • KYC, AML, and PCI compliance coordination
  • Statement analysis and pricing review
  • CRM management using Pipedrive
  • Processor and gateway configuration support
  • Documentation and contract execution
  • Professional Experience

    More than eight years of experience in merchant services, onboarding operations, and sales development roles supporting both retail and e-commerce merchants. Responsibilities have included high-volume outbound prospecting, lead qualification, closing, and full-cycle onboarding with acquirers and ISOs. Managed merchant applications, underwriting coordination, KYC verification, PCI compliance, terminal and gateway setup, and post-approval support across multiple processors. Provided statement analysis, pricing guidance, and high-risk placement solutions while maintaining organized pipelines and accurate CRM activity logs to ensure compliant and efficient account activation.