Inside Sales Advisor - Merchant Services

Huntington - Toledo, OH

Full-time - Entry Level

Toledo, OH

Repair and Maintenance

About the position

The position is responsible for generating and expanding client relationships by providing expert payment solutions and recommendations specifically tailored for small businesses with annual revenues ranging from $0 to $3 million. The role involves collaborating with bank branches to identify new sales opportunities for merchant services, coaching branch staff, managing leads, making presentations, and closing sales. The individual will also attend leadership meetings and maintain engagement with partners regarding referrals and calling efforts.

Responsibilities

• Actively prospect and build relationships with new clients, converting leads into valuable partnerships.
• Sell a range of payment solutions including Visa, Mastercard, Amex, Discover, check processing, gift cards, and ACH.
• Build a sales pipeline, convert leads, navigate complex hardware and software needs, and consistently exceed daily and weekly sales targets.
• Collaborate with various bank units to identify cross-selling opportunities and maximize client profitability.
• Resolve client concerns and build long-lasting relationships based on expertise and exceptional service.
• Teach, coach, motivate, and drive merchant education and sales growth within the respective branch coverage area.
• Accurately report all leads, opportunities, and status updates within the CRM and analyze sales behaviors using dashboards and reports.
• Leverage partners to learn about products and services for cross-sales opportunities.
• Perform other duties as assigned.

Requirements

• Bachelor's Degree
• At least 2 years of proven sales/inside sales experience in financial services with a strong ability to close deals and achieve ambitious targets.

Nice-to-haves

• 2-5 years of merchant services sales experience, including in a call center environment
• Exceptional communication and relationship-building skills
• Previous sales expertise in the small business space from $0-$3 million in annual sales
• Expertise in virtual sales in a call center environment
• Ability to multitask and manage complex tasks in a fast-paced environment
• Strong problem-solving skills and a customer-centric approach
• Fluency in an additional language
• Proficiency in Salesforce
• Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software.

Benefits

• Remote workplace flexibility
• Equal opportunity employer
• Affirmative action employer
• Tobacco-free hiring practice