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This is a description

Sales Associate

May 12, 2022

Job Code: SP1

Number of positions: 10


  • Communicate with Merchants via phone calls and email to receive and enters all information for completion of processing Merchant applications, meet customers in person.
  • Acts as communication liaison between Sales, Underwriting, and the Merchant
  • Prepares applications for Merchant's completion (signatures, etc.)
  • Prepares and submits completed packages to Underwriting
  • Communicates with Merchant’s to gather information needed
  • Prepare Merchant sales orders in Netsuite, Agreement Express, and Salesforce
  • Act as Application process subject matter expert for the sales organization
  • Ensures the integrity of client information is maintained in the database systems
  • Focuses on customer needs and communicates with Senior Sales Support staff and management.
  • Maintain Knowledge Base Tools, including a CRM
  • Other responsibilities as assigned by the leadership of the team

Technical Skills:

  • Professional and clear communication skills - verbal and written Ability to quickly learn and adapt to changing technology and priorities
  • Strong ability to analyze information and use logic
  • Ability to multitask
  • Self-starter, attention to detail, well-organized, and strong problem-solving abilities
  • Ability to adapt in a growing and diverse environment
  • Ability to work effectively on a team, independently, and collaborate with other departments
  • Excellent logic, reasoning, and decision-making skills
  • Proficient computer skills

Required Skills:

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