What are the responsibilities and job description for the Sales Operations Specialist position at Fortis?
Description
Overview:
At Fortis, we lead the way in next generation payment technologies and solutions. We transform payments into a competitive advantage for our clients and partners, enabling businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves payments closer to invisible with a proprietary platform that supports and strengthens the payments capabilities of merchants and software partners. We are a collaborative team of innovators, problem solvers, and builders, committed to the growth of our clients, partners, and team members. Through award winning software integrations, robust data, and industry vertical and commerce expertise, we deliver the ultimate frictionless commerce experiences. We are in hyper growth mode and seeking talented, innovative, and collaborative problem solvers to help us build and scale the future of payments. Grow your career with us and be on the cutting edge of the rapidly expanding FinTech payments space.
The Sales Support Representative acts as a liaison between Sales Agents and the Operations, Risk, Installation, Deployment and Underwriting Departments. Sales Support Representatives are responsible for assisting the Sales teams with application entry, account review and set-up, and working directly with support departments to resolve Sales Agent inquiries. Additional responsibilities include account research, account documentation and communication of issues to department leaders in a timely and efficient manner.
Responsibilities
- Work closely with internal and external sales organizations to assist and/or facilitate requests including, but not limited to:
- Application submissions and updates
- Residual inquiries
- Account management
- Equipment pricing and compatibility
- Escalations from Sales Organizations
- Complete tasks within allotted SLAs
- Oversee system access requests and provide training to clients
- Work closely with internal stakeholders to resolve various requests including, but not limited to:
- Deployment/Installs
- Underwriting/Risk
- Finance
- Tech Support/Development
- Customer Service
Requirements
- High School diploma or equivalent
- Experience in payments industry, preferred
- Account management or Relationship management experience, preferred
- Strong communication skills
- Critical thinking and decision-making skills
- Strong organizational, multi-tasking and time management skills
- Proficient with Microsoft Office apps (Outlook, Word, PowerPoint, Excel, SharePoint)
