Lead Generation Specialist (Appointment Setter) — B2B Merchant Services

Payment Circle is seeking an experienced Lead Generation Specialist to join our team full-time. This role focuses on generating qualified B2B leads within the fintech and merchant services space. The ideal candidate will have a strong background in identifying and targeting decision-makers at U.S.-based online businesses that require merchant accounts and payment-processing solutions. This position goes beyond basic data entry or list building; it demands strategic outreach, prospect research, and continuous testing of acquisition channels to deliver high-quality leads that convert into meaningful sales conversations.

Key Responsibilities

- Generate qualified merchant-services leads tailored to Payment Circle’s target market.
- Research and identify online businesses that fit specific customer profiles.
- Locate key decision-makers such as business owners, founders, CFOs, operations managers, and finance leaders.
- Build targeted prospect databases segmented by industry, company size, location, processing profile, and business model.
- Conduct outbound outreach using multiple channels including cold email, LinkedIn, phone prospecting, business directories, industry databases, referrals, online communities, partnerships, and other proven B2B acquisition methods.
- Create and manage personalized prospecting sequences that align with the merchant’s industry and business model.
- Qualify prospects thoroughly before passing them to the sales team.
- Identify merchants facing challenges such as high processing costs, processor limitations, account holds, gateway restrictions, scaling issues, recurring billing problems, international payment restrictions, or high-risk underwriting concerns.
- Maintain accurate and up-to-date lead information within the CRM system.
- Track outreach activities and lead sources to measure effectiveness.
- Test and analyze new lead-generation strategies to optimize results.
- Collaborate closely with the inbound sales team to assess lead quality and improve targeting based on approval and conversion data.

Required Qualifications

- Proven experience in B2B lead generation with a track record of generating qualified leads or booked meetings.
- Strong skills in prospect research and cold-email outreach.
- Proficiency in LinkedIn prospecting and identifying business owners and decision-makers.
- Experience using CRM platforms and managing lead segmentation by industry and qualification criteria.
- Solid understanding of email deliverability, domain reputation, verification processes, and outreach best practices.
- Strong data management and spreadsheet skills.
- Ability to measure conversion rates and analyze campaign performance effectively.

Preferred Qualifications and Tools Experience

- Familiarity with tools such as LinkedIn Sales Navigator, Apollo, ZoomInfo, Clay, Instantly, Smartlead, Lemlist, Hunter, Snov.io, RocketReach, Crunchbase, Google Maps/Search, BuiltWith, Similarweb, and HubSpot or other CRM systems. Equivalent tools are acceptable as we prioritize results and methodology over specific platform knowledge.
- Background in lead generation within merchant services, payment processing, fintech, SaaS, financial services, business lending, banking, B2B technology, digital agencies, or high-ticket B2B services is highly valued.

This role offers the opportunity to work in a dynamic fintech environment where lead quality and strategic outreach are paramount. Candidates who demonstrate a strong ability to generate meaningful B2B conversations and contribute to sales growth will thrive in this position.