[Hiring] Sales Operations Specialist @Priority Technology Holdings, LLC

Role Description

The Sales Operations Specialist plays a critical role in empowering our Sales teams by ensuring their success. You will serve as a key internal partner, directly managing support for the company’s sales portfolio through dedicated telephone and email interactions. Your primary focus is to cultivate strong, collaborative relationships with the Sales teams and provide ongoing day-to-day support, guaranteeing they have the necessary support to thrive.

• 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, ensuring expedient and amenable resolution of issues.
• Submit new merchant agreements and follow up through the onboarding setup.
• Perform 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.

Qualifications

• 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/expos.

Requirements

• Demonstrated excellent accuracy and attention to detail.
• Good multi-tasking and problem-solving skills.
• Ability to work 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

• Compensation range: $65k-$75k.
• Financial Wellness:
• Bonus programs.
• 401(k) match.
• Employee Stock Purchase Program (ESPP).
• HSA and FSA options.
• Financial wellness resources and employee discount programs.
• Health & Well-being:
• 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).
• Time Off:
• 3 weeks PTO to start, with unlimited PTO after year one.
• Growth & Development:
• Education expense reimbursement.
• Leadership development programs.
• Certified Payments Professional (CPP) certification support.

Company Description

Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.