Sales Operations II
Core
Support sales representatives and management by reviewing sales data, resolving onboarding issues, and managing inquiries throughout the merchant account lifecycle.
Role type
Sales Operations Specialist
Builds
Accurate merchant account setups and timely operational support for sales teams
Domain
Financial services / Payments / Merchant services
Deliverable
dashboards & analysis
Required skills
Sales data review, Account onboarding, CRM systems, Cross-functional coordination, Reporting, Process adherence
Preferred skills
Merchant account servicing, Sales lifecycle support, Payment processing knowledge
Responsibilities
Review sales data and boarding inputs for accuracy, Respond to support requests from sales and management, Use account boarding systems for new merchant setup, Identify and resolve account setup issues, Coordinate with Credit, Risk, Leasing, Product, and Finance teams, Prepare sales reports and operational updates
Seniority
Mid-level, hands-on IC