Diversified Industries Payments Sales Support Associate

2+ years of experience in a sales, client management, relationship management or related field
Strong organizational and multitasking skills with attention to detail
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
Ability to analyze data and generate actionable insight
Self-motivated and able to work independently as well as part of a team

Assist in the creation and customization of client presentations to support Sales initiatives
Conduct data analysis to provide insights and recommendations for client development strategies
Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
Monitor and update the Sales pipeline, ensuring accurate and timely data entry
Track the progress of Sales opportunities and provide regular status updates to the Sales team
Identify potential bottlenecks in the sales process and suggest improvements
Operate with a risk-based mindset with strict adherence to compliance and controls
Ensure quality output of work product in accordance with brand and company standards