Payment Sales Analyst
- Provides analytical support to the Fullsteam Payments Team in the conversion of the portfolio software companies' clients to the Fullsteam payments platform
- Using either publicly available or collected data, draws insights that are used to create and recommend actionable strategies.
- Identifies trends and communicates to competitive information to department leaders to collaborate in determining if pricing should be added for ancillary services or if not having the pricing will assist sales in winning the deals or introducing new products, services or pricing techniques.
- Based on trend data and detailed analysis of merchants' existing credit card processing statements to determine competitor fees/rates, drafts formal quotes for Payment Sales Representatives and merchants.
- Responsible for creating web-based, electronic payment processing applications for merchants, addressing questions, and shepherding through the approval process, including the placement of hardware orders upon completion to ensure a seamless experience for the merchant.
- On a regular cadence as established by the business, perform rate analysis reviews on existing clients and make recommendations on pricing. Ad hoc reviews as necessary if the client is considering a competitor.
- Partner with business leadership to build training and analysis presentations for broader audiences.
- Subject Matter Expertise (SME) is leveraged to train in the area of payment sales operations and client success.
- Participates in strategic brainstorming sessions presenting research and knowledge.
- Perform overview/demo of Fullsteam gateway features to internal resources and prospects as needed.
- Ensures accuracy of data related to payment deals in the company CRM system for use by sales and other departments. May provide training on CRM system to other employees as necessary.
- Respond to support inquiries escalated by Fullsteam Support to resolve merchant questions about fees, billing, etc.
- Communicate verbally and in-writing, both formally and informally with internal and external resources including but not limited to management, account managers, portfolio companies, clients, and third-party vendors.
- Adapts to changing priorities and business needs by willingly taking on additional tasks and responsibilities as assigned by management.
- Must work the hours and location as assigned by management.
- Demonstrates commitment to upholding company standards and values by consistently following all company policies, procedures, and guidelines. Skills and Competencies:
- Knowledge of credit card and payments industry desired with awareness including PCI/DSS standards and card brand guidance.
- Ability to analyze complex data sets, identify problems and opportunities, and develop effective strategic solutions.
- Skilled in developing specific goals and plans to prioritize, organize, and accommodate work responsibilities and meet business deadlines.
- Ability to effectively speak, write, and understand the English language. Excellent written and verbal communication skills with the ability to communicate with leadership staff, cross functional teams, and external sources.
- Ability to work both autonomously and as part of a collaborative team to achieve individual, team and company-wide strategic goals in a highly matrixed organization.
- Demonstrated superior attention to detail and accuracy.
- Quick learner who can work both autonomously and as part of a collaborative team to achieve department and company strategic goals
- Must be proficient with Microsoft Office Software, Excel, PowerBI and Adobe Acrobat
- Skill in the use of CRM Software and with prior knowledge of SalesForce a plus.
- Ability to use computers and computer systems to navigate databases, enter and analyze data, and process information.
- Bachelor's degree in Finance, Business or Marketing preferred or equivalent work experience.
- 3+ years of relevant pricing, analytical or sales experience, preferably in the payments industry.
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