PayTrace

Sales Operations Specialist

PayTrace United States

PayTrace- Remote

Who we are:

PayTrace, a wholly owned subsidiary of North American Bancard, is an omnichannel payment solution for businesses. Our team of B2B payment experts help business owners build better, more reliable payment solutions by offering a deep roster of ISV partners, more than 300 reselling partners, and a 5-star client service team.

Job Summary:

As the Sales Operations Specialist, you will be responsible for supporting internal sales teams, external partners and customers to ensure a smooth onboarding process. This role is responsible for delivering exceptional sales support to PayTrace’s internal sales teams, as well as excellent customer service to PayTrace’s merchant & ACH processing customers. This role within the Sales Operations team will lead and manage pricing quotes, escalations from internal sales teams, and the onboarding process for PayTrace’s partners and merchants.

What we need from you:

  • Manage the intake process for new product account boards from external partners and internal sales, ensuring appropriate software, pricing and request details are set up.
  • Facilitate onboarding and training new partnerships.
  • Review and manage pricing quotes with the internal sales team and PayTrace customers.
  • Facilitate communication and knowledge transfer of underwriting and risk matters to PayTrace’s sales teams when supporting a new merchant or partner board.
  • Develop and maintain strong working knowledge of all company applications and products to enhance customer engagements.
  • Manage and respond to escalated issues and questions regarding supported products and/or features from sales teams.
  • Provide a high-touch, proactive experience for PayTrace’s high-value, high-profit customers while creating moments of magic with every interaction.
  • Collaborate with sales and cross-functional departments to identify, report and solve escalated customer issues with a sense of urgency.

What we need from you:

  • Bachelor’s degree or equivalent experience
  • 2+ years of experience in merchant customer service and processing, preferably in the B2B space

What we offer:

We offer a comprehensive benefits package that enables our teams to live a life well lived, both personally and professionally. Some of our perks include:

  • Medical, Dental, & Vision Coverage
  • Flexible Paid Time Off
  • 401(k) + Match
  • Education Assistance
  • Paid Maternity & Paternity Leave
  • Mental Health Support & Well-Being Program
  • Company-funded Lifestyle Spending Account

PayTrace reserves the right to alter this description at any time. PayTrace practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, protected disability, marital status, familial status, veteran status, height, weight or citizenship.
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Sales and Business Development
  • Industries

    Financial Services

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