Sales Operations Specialist

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