Sales Operations Specialist

Job title: Sales Operations Specialist

Reports to: Manager, Sales Operations

Department: Acquiring

Location: Alpharetta, GA or Remote

Grade: 14

About Priority: 

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. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.

We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.

At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.

About the Role:

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.

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.

What Success Looks Like:

Success in this role is defined by measurable operational outcomes and team performance:

• Customers are onboarded efficiently, educated effectively, and achieve early activation and adoption milestones.

• The individual will consistently deliver a high-quality onboarding and support experience with strong accountability and engagement.

• Processes, tools, and documentation are continuously improved to support scale and efficiency.

• Reporting provides meaningful insights that inform decisions and improve outcomes.

• Customers experience faster time-to-value, stronger adoption, and greater long-term satisfaction.

Candidate Requirements:

Required:

• 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.

Preferred:

• 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.

Work Environment & Culture:

We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results.

Compensation and Benefits:

Compensation range: $65k-$75k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.

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

We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind.

 Traditional Physical Requirements:

• Requires prolonged sitting, standing, bending, stooping and stretching.

• Requires the ability to lift 10 pounds.

• Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).

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.