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Sales Support Specialist

4 months ago

Newburgh, United States Evolv Inc Full time
Job DescriptionJob DescriptionSkills and Competence:
  • Excellent verbal and written interpersonal skills
  • Administrative, record-keeping, and clerical skills
  • Ability to multi-task
  • Focus and goal-oriented disposition with a friendly demeanor
  • Attention to detail
  • Knowledge and ability to collaborate when necessary with other departments
  • Excellent organizational skills
  • Demonstrate enthusiasm about the sales support role and remain up-to-date with change in product and services in the industry
  • Experience with Customer Relationship Management (CRM), applications and knowing the purpose of CRM in sales
  • Strong analytical and problem-solving skills
  • Ability to meet deadlines without compromising consistency in the process
  • Experience dealing and handling sensitive information
  • Ability to work under pressure
  • Ability to prioritize and guarantee that all issues allocated are handled with the service level agreement (SLA)
  • Build confidence with sales reps by reassuring, supporting and offering suggestions to them
    1. Report fellow reps wins and shortcomings to their direct manager and offer routes for improvement
  • Serve as a conduit between Sales and Operations
Sales Support Specialist Expectations
  • The guru, go to person, with our CRM module MAC
    1. Add and file maintenance users for employees
    2. Add and file maintenance users for Referral Partners as needed
    3. Conduct MAC training to all employees
    4. Continued coaching of the team with the proper use of MAC
    5. Ability to make functionality suggestions to programmer for future MAC releases
    6. Update stored documents to maintain relevancy
  • Update Lessonly documents and trainings to ensure relevancy
  • Schedule trainers and subjects for twice weekly morning sales calls
  • Work directly with Sales Support Implementation Specialist to ensure new groups, rep and partners are implemented correctly by following our implementation procedures and assist where needed
  • Follow up on outstanding applications and assist sales rep with closing leads
    1. Monitor leads in MAC that are waiting for applications to be returned from merchant
      • Report issues to management on misuse or misconducted as discovered in MAC and through rep interaction
    2. Contact merchants/sales rep to assist in completing applications or answer questions the merchants may have
    3. Offer to conference in sales rep/merchant if necessary to complete application process
  • Support all reps by reviewing merchant contracts on an ongoing basis
  1. Review for accuracy
  2. Proper pricing of product, terminal functionality and services
  3. Proper pricing of hardware and point of sale system
  4. Proper vendor or solution for merchant
  5. Proper processor
  6. Review rejected applications received from operations with the sales rep to ensure completion before resubmission
  7. Conduct weekly external and monthly internal application review with the sales force to ensure correct submission upfront
  8. Determination of referral partner allocation
    • Report issues to management on misuse or misconducted of pricing or completion of paperwork
  • Review and Follow-up with rep on all pended merchant applications assisting to get them approved
  • Interact with MAC and rep on potential merchants in efforts to increase productivity and profitability- lead gen referrals
    1. Monitor leads in MAC that had positive meeting outcomes without returned merchant processing agreements and review with sales representatives
      • Verify that the rep is setting reminders and tasks for future events with the potential merchant
      • Assist rep with price of merchant and monitor expectations for company revenue
      • Re-Queue the potential merchant for the sales representative to meet with merchant again if necessary
    2. Inform Sales Management of any potential rep issue, lack of product knowledge and with failure to perform proper follow-up
  • Merchant Proposals and Sales Rep Support
    1. Acquire current/previous processor statement(s)
    2. Analyze statement with the rep and explain current price on a need basis, while offering a pricing structure to the potential merchant
    3. Input both current & offered pricing into Quote Module located within our CRM
    4. Review with the rep the merchant proposal and provide an explanation to ensure representatives are capable of completing their own analysis in the future
    5. Prepare any marketing materials rep may need to take with them on the appointment, and work directly with the Marketing Director to create new marketing materials pertinent for success for our sales representatives
  • Merchant Verification Reports
    1. A weekly report of all deals entered into MAG the previous week for accuracy on:
      • Rep and partner information
      • Pricing and fees
      • Merchant name and address
      • Once complete note in the database (MVR Complete)

Miscellaneous Daily Activities: Backup Duties

  • Back up receptionist with overflow calls
  • Work emails from Deployment (installers) regarding any issues
    1. Contact the merchant to confirm the issue/try and resolve the issue
    2. Contact rep to inform of delay of install
    3. Recommend new solutions, and integrations if the current solution isn’t sufficient
  • Work with rep/merchant/trainer until the deal is installed or determined dead

Management Support Activities:

  • Assist management by reviewing rep Commission Reports on a weekly basis
  • Assist with the Annual Sales Summit and any activities assigned during summit meetings or during the summit
  • Work with Operations Manager on roll-out of industry changes, new products, new training

Marketing Support Activities:

  • Work with Marketing to determine if product slicks are needed and help in this creation
  • Send all needed material to the field and forward to the management of the Sales Assistant

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • On-the-job training
  • Paid time off
  • Professional development assistance
  • Vision insurance

Shift:

  • 8-hour shift, 8AM-5PM CST

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person

COVID-19 considerations:

Offices are cleaned daily. Restricted access to the office building.

Employees must pass background verification.

Employees must have reliable transportation.