Senior Representative, Officer

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?

• Becomes familiar with the Sales Support organization tools, methodologies, and processes used during the various phases of the sales cycle while supporting/assisting peers within the Sales Support team and/or the Sales team.
• Assists more experienced peers to learn the sales reporting processes, procedures and tools.
• Develops an understanding of materials and presentations given and/or facilitated by the Sales Team and observes meetings where such materials are presented.
• Begins to learn the company's products and services represented and sold by the supported Sales team. Establishes a general knowledge of the payments industry.