Inside Sales Specialist
Core
Primary point of contact for clients and internal teams, driving client satisfaction, retention, and advocacy through calls, emails, and project collaboration.
Role type
Inside Sales Specialist (Client Success & Operations)
Builds
Client engagement programs, operational effectiveness, and revenue through renewals and new orders.
Domain
Banking technology / Self-directed banking platforms
Required skills
Quoting and invoicing, Accounts receivable management, Renewal management, Salesforce (SFDC) optimization, Customer heat map and org map maintenance, Stakeholder communication, Process improvement, Training facilitation
Preferred skills
MSFT Excel, Word, PowerPoint, MSFT Teams, Zoom, Problem-solving, Multi-tasking, Crisis response, Leadership
Technologies
Salesforce, MSFT Excel, MSFT Word, MSFT PowerPoint, MSFT Teams, Zoom
Responsibilities
Work with Account Executives to deliver Revenue and New Orders through quoting and invoicing; Focus on Accounts receivable, customer support, and Renewals; Maintain customer heat map, customer org map, and detailed SFDC optimization; Develops and manages customer activities and internal teams; Collaborates with support teams regarding operational support issues; Produces reports of program status throughout the client's life cycle.
Seniority
Mid-level, hands-on IC