Sales Support Specialist

Job Description

Skills and Competence:

Excellent verbal and written interpersonal skills

Administrative, record-keeping, and clerical skills

Ability to multi-task

Focus and goal-oriented disposition with a friendly demeanor

Attention to detail

Knowledge and ability to collaborate when necessary with other departments

Excellent organizational skills

Demonstrate enthusiasm about the sales support role and remain up-to-date with change in product and services in the industry

Experience with Customer Relationship Management (CRM), applications and knowing the purpose of CRM in sales

Strong analytical and problem-solving skills

Ability to meet deadlines without compromising consistency in the process

Experience dealing and handling sensitive information

Ability to work under pressure

Ability to prioritize and guarantee that all issues allocated are handled with the service level agreement (SLA)

Build confidence with sales reps by reassuring, supporting and offering suggestions to them

Report fellow reps wins and shortcomings to their direct manager and offer routes for improvement

Serve as a conduit between Sales and Operations Sales Support Specialist Expectations

The guru, go to person, with our CRM module MAC

Add and file maintenance users for employees

Add and file maintenance users for Referral Partners as needed

Conduct MAC training to all employees

Continued coaching of the team with the proper use of MAC

Ability to make functionality suggestions to programmer for future MAC releases

Update stored documents to maintain relevancy

Update Lessonly documents and trainings to ensure relevancy

Schedule trainers and subjects for twice weekly morning sales calls

Work directly with Sales Support Implementation Specialist to ensure new groups, rep and partners are implemented correctly by following our implementation procedures and assist where needed

Follow up on outstanding applications and assist sales rep with closing leads

Monitor leads in MAC that are waiting for applications to be returned from merchant

Report issues to management on misuse or misconducted as discovered in MAC and through rep interaction

Contact merchants/sales rep to assist in completing applications or answer questions the merchants may have

Offer to conference in sales rep/merchant if necessary to complete application process

Support all reps by reviewing merchant contracts on an ongoing basis

Review for accuracy

Proper pricing of product, terminal functionality and services

Proper pricing of hardware and point of sale system

Proper vendor or solution for merchant

Proper processor

Review rejected applications received from operations with the sales rep to ensure completion before resubmission

Conduct weekly external and monthly internal application review with the sales force to ensure correct submission upfront

Determination of referral partner allocation

Report issues to management on misuse or misconducted of pricing or completion of paperwork

Review and Follow-up with rep on all pended merchant applications assisting to get them approved

Interact with MAC and rep on potential merchants in efforts to increase productivity and profitability- lead gen referrals

Monitor leads in MAC that had positive meeting outcomes without returned merchant processing agreements and review with sales representatives

Verify that the rep is setting reminders and tasks for future events with the potential merchant

Assist rep with price of merchant and monitor expectations for company revenue

Re-Queue the potential merchant for the sales representative to meet with merchant again if necessary

Inform Sales Management of any potential rep issue, lack of product knowledge and with failure to perform proper follow-up

Merchant Proposals and Sales Rep Support

Acquire current/previous processor statement(s)

Analyze statement with the rep and explain current price on a need basis, while offering a pricing structure to the potential merchant

Input both current & offered pricing into Quote Module located within our CRM

Review with the rep the merchant proposal and provide an explanation to ensure representatives are capable of completing their own analysis in the future

Prepare any marketing materials rep may need to take with them on the appointment, and work directly with the Marketing Director to create new marketing materials pertinent for success for our sales representatives

Merchant Verification Reports

A weekly report of all deals entered into MAG the previous week for accuracy on:

Rep and partner information

Pricing and fees

Merchant name and address

Once complete note in the database (MVR Complete)

Miscellaneous Daily Activities: Backup Duties

Back up receptionist with overflow calls

Work emails from Deployment (installers) regarding any issues

Contact the merchant to confirm the issue/try and resolve the issue

Contact rep to inform of delay of install

Recommend new solutions, and integrations if the current solution isn’t sufficient

Work with rep/merchant/trainer until the deal is installed or determined dead

Management Support Activities:

Assist management by reviewing rep Commission Reports on a weekly basis

Assist with the Annual Sales Summit and any activities assigned during summit meetings or during the summit

Work with Operations Manager on roll-out of industry changes, new products, new training

Marketing Support Activities:

Work with Marketing to determine if product slicks are needed and help in this creation

Send all needed material to the field and forward to the management of the Sales Assistant

Benefits:

401(k) matching

Dental insurance

Health insurance

On-the-job training

Paid time off

Professional development assistance

Vision insurance

Shift:

8-hour shift, 8AM-5PM CST

Weekly day range:

Monday to Friday

Work setting:

In-person

COVID-19 considerations:

Offices are cleaned daily. Restricted access to the office building.

Employees must pass background verification.

Employees must have reliable transportation.