Backbook Sales Advisor

Summary of This Role

Responsible for upselling merchant services offerings to businesses across existing customer base. Activities include, customer segmentation, customer presentations, product upsell, and account management. Answers inbound customer calls regarding product and service information, and identifies upselling opportunities from such calls. Accepts orders, closes sales, maintains customer records, and completes required documentation.

What Part Will You Play?

• Identifies revenue opportunities within assigned lead source through communications with existing clients, marketing programs and other activities as needed. Telephones prospects to identify appropriate contacts, qualifies and drives leads through the sales pipeline. Ensures suspect identification, planning, account qualification, and needs analysis at all prospect levels. Responds to customer requests for information and gives online presentations. Identifies and closes additional product and/or service sales with existing clients to further develop the client relationship. Manages client relationships and expectations during the sales cycle.
• Maintains existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system. Keeps management informed of all activity, including timely preparation of reports.
• Develops knowledge of current product/service portfolio as well as changes and developments within the payments industry.

What Are We Looking For in This Role? Minimum Qualifications

• Minimum 2 Years Relevant sales Experience
• Related Experience

Preferred Qualifications

• Previous experience within the payments industry a bonus but not essential
• B2B sales experience, cold calling sales experience, demonstrated successful performance in previous sales/ Retention role

What Are Our Desired Skills and Capabilities?

• Skills / Knowledge - Has substantial understanding of the job and applies knowledge and skills to complete a wide range of tasks.
• Job Complexity - Works on assignments that are routine to moderately difficult, requiring some decision in resolving issues or in making recommendations.
• Supervision - Normally receives little instruction on daily work, general instructions on newly introduced assignments.
• Industry Knowledge - Expert knowledge of the merchant payment industry
• Decision Maker - Advanced ability to be an effective problem solver and act quickly to resolve issues
• Communication - Effective listener and communicator who is able to establish long lasting customer relationships