Inside Sales Advisor-Merchant Services
Core
Generate and expand client relationships by providing expert payment solutions and recommendations to small businesses ($0-$3M) and partner with branches to identify new sales opportunities.
Role type
Inside Sales Advisor (Merchant Services)
Builds
Payment 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
Preferred skills
Call center sales experience, virtual sales expertise, Salesforce proficiency, additional language fluency, multitasking in fast-paced environments
Technologies
Salesforce, Word, Excel
Responsibilities
Actively prospect and convert leads into partnerships; Sell a range of payment solutions and navigate complex hardware/software needs; Build pipeline and close deals exceeding targets; Collaborate with bank units for cross-selling; Resolve client concerns; Coach branch staff on merchant education and sales growth; Report leads and opportunities in CRM
Seniority
Mid-level, hands-on IC