Summary of This Role
Works directly with Sales on one or more of the following: develop/partnership proposals for prospective clients, support sales efforts including collateral development, research, and/or meeting preparation and follow-up. Provides strategic support to Sales on phases of the sales cycle including prospect research, preliminary call activities, Request for Proposal (RFP), presentations, prospect visit management, prospect meetings, and/or contracts. Serves as a liaison to develop combined sales strategy with other departments and/or companies and other partners (vendors) involved in the sales process for individual prospects. Manages all sales documentation and deliverables, ensuring accuracy and availability. Provides updates/reports of prospects to Senior Management.
What Part Will You Play?
- As the Subject Matter Expert (SME), provides strategic support to Sales during various phases of the sales cycle, to achieve stated revenue and/or market share growth strategies by creating, reviewing, and/or leading the creation of proposal materials for prospective clients, facilitating preliminary call activities, performing prospect research, presentation preparation, compiling and/or developing collateral materials, and/or meeting preparation/follow-up. Completes and reviews documentation in response to a Request for Proposal (RFP) and Request for Information (RFI). Facilitates the development of the sales strategies with other inter-company departments and other partners (vendors) involved in the sales process for individual prospects. Works in close liaison with Marketing and/or product owners to gather information and materials for sales offerings. Identifies coaching/mentoring opportunities and provides less experienced Sales Analysts with feedback and advice regarding work product, sales support activities, and company offered products and services for the supported Sales team. Assists management with the coordination of strategic Sales Team activity that may not directly involve a client/prospect such as team education, trade show participation, etc. Acts as liaison between the Sales team and other intercompany departments as needed to coordinate/guide strategic Sales Team initiatives.
- Leads the creation and review of reports and reporting updates of prospective clients in the sales pipeline to ensure appropriate responses to requests from members of the Sales Team and/or Senior Management. Compiles information and prepares reporting of strategic sales activities and key sales metrics for management to present to executive leadership (e.g. providing updates to the company's Board of Directors).
- Creates, assists, reviews, and presents information to internal/external executives, and/or clients. Communicates calendar updates to appropriate parties and prospect updates for the Sales/Prospect Report.
- Remains knowledgeable and up-to-date on the current product/service portfolio and changes/developments within the payments industry. Maintains a comprehensive knowledge of all applications, modules, Value Added Products (VAP) offerings, and/or systems that are being sold by the supported Sales team.
What Are We Looking For in This Role?
Minimum Qualifications
- Bachelor's Degree
- Relevant Experience or Degree in: No degree Specified
- Typically Minimum 8+ Years Relevant Exp
- Related Experience
Preferred Qualifications
- Typically Minimum 10+ Years Relevant Exp
- Previous experience in the payments industry
What Are Our Desired Skills and Capabilities?
- Skills / Knowledge - Having broad expertise or unique knowledge, uses skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways. Barriers to entry such as technical committee review may exist at this level.
- Job Complexity - Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. Exercises independent judgment in methods, techniques and evaluation criteria for obtaining results. Creates formal networks involving coordination among groups.
- Supervision - Acts independently to determine methods and procedures on new or special assignments. May supervise the activities of others.
- Industry Knowledge - Expert knowledge of the 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 be a reliable strategic partner to the members of the Sales Department