Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. The Sales Operations Specialist plays a critical role in empowering Sales teams by managing support for the company’s sales portfolio and cultivating strong relationships with the Sales teams to ensure their success.
Responsibilities
- Develop and coordinate proposals, RFP responses, and deal structuring support
- Provide strategic pricing support, including merchant statement analysis
- Administer ongoing sales partner training on MX™ Connect, MX™ Merchant, and other Priority Product and Services
- Facilitate escalated requests with other teams in the organization, and ensure that any issues are brought to an expedient and amenable resolution
- Submitting new merchant agreements and continued follow up through the onboarding setup
- Customer service tasks such as terminal installations, ordering terminals, file build completion, troubleshooting issues and assisting with anything related to the merchant account
- Provide operational support for new market initiatives (Canada & Puerto Rico)
- Distribute relevant information to sales partners as needed, on behalf of other departments upon request, or at the request of the leadership team
- Provide specialty program support for vertical solutions
- Manage administrative support related to deal setup and submission, including internal escalation routing for operational blockers and gateway setup submission
- Deliver comprehensive reporting support, including customer reporting, Business intelligence (BI) reporting support, and ad-hoc reporting requests supporting deal analysis
- Conduct education on sales operational workflows
- Assist with deal progression and internal process navigation
Skills
- Relevant background in customer service or a customer focused role, ideally with a background in financial technology or financial services
- Experience working in a sales and service environment that moves at a fast pace
- Strong communication skills (written and verbal)
- Proficiency in Microsoft Office and Google Drive
- Travel for work conferences/expo's
- Demonstrated excellent accuracy and attention to detail
- Must have good multi-tasking and problem-solving skills
- Works well in a team environment, with the ability to function with professionals internally and externally at all levels
- Ability to listen, communicate, and interpret client's needs and objections
- Ability to de-escalate situations, and drive meaningful resolutions
- Experience in Excel/Sheets completing basic financial analysis or formula-based calculations
Benefits
- Bonus programs
- 401(k) match
- Employee Stock Purchase Program (ESPP)
- HSA and FSA options
- Financial wellness resources and employee discount programs
- Medical, dental, and vision coverage
- Mental health support for employees and dependents through Lyra Health
- Family planning and women’s health benefits through Carrot
- Gym membership reimbursement and virtual wellness programs (including yoga)
- 3 weeks PTO to start, with unlimited PTO after year one
- Education expense reimbursement
- Leadership development programs
- Certified Payments Professional (CPP) certification support
Company Overview
Priority is for leaders who want to challenge tradition and drive impact, no matter their title or industry. It was founded in 2005, and is headquartered in Alpharetta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://prioritycommerce.com/.