Priority Technology Holdings, Inc. is a leading financial technology company focused on delivering innovative financial solutions to businesses. The Sales Operations Specialist plays a crucial role in supporting the Sales teams by managing their sales portfolio and ensuring they have the necessary resources to succeed.
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
Rollfi is a financial platform that offers cryptocurrency, online payment, electronic fund transfers, and transaction information services. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 2-10 employees. Its website is https://www.rollfi.xyz/.