Inside Sales Advisor - Merchant Services-2
Core
Inside sales role focused on generating and expanding client relationships for small businesses ($0-$3M) by providing payment solutions and recommendations.
Role type
Inside Sales Advisor (Merchant Services)
Builds
Payment processing solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and related hardware/software for small businesses.
Domain
Financial Services / Merchant Services
Deliverable
product features
Required skills
Prospecting, lead management, sales presentations, deal closing, CRM reporting, cross-selling, client relationship management, hardware/software navigation, Salesforce proficiency
Preferred skills
Call center experience, virtual sales expertise, small business sales background, multitasking, creative problem-solving, additional language fluency
Technologies
Salesforce, Word, Excel
Responsibilities
Actively prospect and build relationships with new clients, sell a range of payment solutions, build pipeline and close deals, collaborate with bank units for cross-selling, resolve client concerns, coach branch staff on merchant education, report leads and opportunities in CRM
Seniority
Mid-level, hands-on IC