Inside Payment Advisor – Digital Products & Cross Sale
| Company | Huntington Bancshares |
|---|---|
| Location | Indianapolis, IN, USA, Detroit, MI, USA, Hopkins, MN, USA, Charlotte, NC, USA, Pittsburgh, PA, USA, Columbus, OH, USA |
| Salary | $20 – $36.5 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- High School Diploma
- At least 2 years of sales/inside sales experience in financial services, especially merchant services.
Responsibilities
- Cross-sell a range of solutions (invoicing, check processing, credit and gift cards, ACH, etc.) into our existing client base and navigate complex hardware and software needs, to ensure the customer completes a successful enrollment.
- Actively prospect and build relationships with new clients, converting leads into valuable partnerships.
- Build pipeline, convert leads, navigate complex hardware and software needs, and close deals, consistently exceedingly daily and weekly targets.
- Work closely with account managers, technical teams, and other internal resources to ensure seamless implementation and ongoing support for cross-sold and digital solutions to maximize client profitability.
- Provide accurate sales forecasts and reports on cross-selling and digital activities and performance against targets. Track key metrics and identify areas for improvement.
- Manage and monitor customer dashboard daily to address pended or abandoned enrollments, and ensure the customer has a successful enrollment. Accurately report out all leads, opportunities and status updates within the CRM and understand trends in your sales behaviors by using dashboards and reports.
- Leverage partners to learn products and services for cross sales opportunities.
- Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities.
- Adhere to all company policies and procedures, including compliance regulations related to the payments industry.
- Perform other duties and projects as assigned.
Preferred Qualifications
- Bachelor’s degree in business, finance or related field.
- Exceptional communication and relationship-building skills.
- Sales expertise in the business space from $0-$50 million in annual sales and the ability to close deals and achieve ambitions targets.
- Expertise in virtual sales in a call center environment.
- Ability to multitask in a fast-paced environment.
- Strong problem-solving skills and a customer-centric approach.
- Juggle complex tasks efficiently within a fast-paced environment.
- Participate in occasional team meetings.
- Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software. Ability to utilize technology effectively to manage your workload and client relationships.
- Approach challenges creatively and find solutions that benefit both clients and the bank.
- Willingness to travel minimally as needed
- 2-5 years’ experience in merchant services sales in a call center environment
- Bonus points for fluency in an additional language
- Proficiency in Salesforce