Terrence Miltner III
Derry,NH
Summary
Seasoned Strategic Account Executive with expertise in fostering strong client relations, identifying unique business needs, and implementing effective solutions. Strengths include strategic planning, problem-solving, negotiation skills, and a results-driven approach. Proven record of generating substantial revenue growth through successful account management strategies and innovative solutions.
Overview
18
18
years of professional experience
Work History
Strategic Account Executive
Paypact
01.2021 - Current
- Built and expanded SMB and mid-market merchant portfolios, achieving 100 percent merchant activation within 30 days of onboarding and maintaining 3 percent annual attrition.
- Directly responsible for closing high-value ERP-integrated merchant accounts by engaging with C-level executives, including CFOs and CTOs.
- Required deep understanding of each client’s ERP environment and the challenges they faced in securing a reliable, compliant, and high-performing payments infrastructure.
- Worked within the Fiserv and CardPointe partner integration landscape to identify and align the right integration partners for each opportunity, ensuring seamless connectivity and solution fit.
- Created an SMB lifecycle framework that ensured consistent activation and sustained processing through proactive relationship management and feature optimization.
- Enabled channel partners and ISVs with sales playbooks and demo guides that increased partner-sourced SMB pipeline by 32 percent.
- Ran weekly pipeline and portfolio reviews using cohort dashboards to forecast revenue with 95 percent accuracy and identify growth opportunities.
- Configured and optimized merchant gateway settings including velocity controls AVS filters fraud rules and transaction routing to enhance security and performance.
- Delivered quarterly business reviews with partners and SMB portfolios to drive upsell and reactivation initiatives.
- Held a quota of eight new SMB merchant signings per month and averaged 20 daily CFO and controller outreach calls while preserving portfolio health.
Strategic Payments Manager
Payment Processing Consultants
01.2015 - 01.2021
- Directed SMB payment solution onboarding projects for B2B clients overseeing gateway setup ERP integration and compliance readiness.
- Developed ROI models that linked acceptance automation and interchange optimization to cash-flow improvement for SMB owners.
- Maintained 90 percent plus retention across SMB accounts through consultative relationship management and post-launch support.
- Created feedback loops with Product and Support teams to address friction themes and enhance merchant experience.
Director of Sales and Pricing Strategy
Paylanez
01.2008 - 01.2015
- Co-founded and scaled an SMB-focused payment services company to 196 active clients and 25.8 million in annual processing volume.
- Led all SMB sales motions including prospecting qualification presentation negotiation and onboarding.
- Designed pricing frameworks and SMB revenue-share programs that increased margins and portfolio growth.
- Mentored account executives and support teams fostering a culture of ownership and continuous improvement.
Education
Bachelor of Science - Marketing
Plymouth State University
Plymouth, NHSkills
- SMB sales management
- Pipeline management
- B2B sales management
- Gateway integration services
- Channel partner development
- CFO and Controller engagement
- Sales forecasting
- Sales training
- Interdepartmental cooperation
- Fintech development
- Data-informed strategy
- Strategic account management
- ERP system integration
- Merchant onboarding
- Payment solution optimization
Selected Achievements
- Maintained a 3 percent annual attrition rate across entire SMB portfolio while achieving 100 percent activation within 30 days.
- Surpassed monthly new-account quotas by 25 to 40 percent consistently.
- Generated over 500 qualified SMB leads annually through outbound and partner referral channels.
- Closed over 25 million in total processing volume across three organizations.
- Built and implemented SMB onboarding playbooks that increased activation and retention for merchant accounts.
Timeline
Strategic Account Executive
Paypact
01.2021 - Current
Strategic Payments Manager
Payment Processing Consultants
01.2015 - 01.2021
Director of Sales and Pricing Strategy
Paylanez
01.2008 - 01.2015
Bachelor of Science - Marketing
Plymouth State University