Remains knowledgeable and up-to-date on the current product/service portfolio and changes/developments within the payments industry
Maintains a comprehensive knowledge of all applications, modules, Value Added Products (VAP) offerings, and/or systems that are being sold by the supported Sales team
Responsibilities
Works directly with Sales to develop/partnership proposals for prospective clients
Supports 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
As the Subject Matter Expert (SME), creates, reviews, and/or leads the creation of proposal materials for prospective clients
Facilitates preliminary call activities and performs prospect research
Completes and reviews documentation in response to a Request for Proposal (RFP) and Request for Information (RFI)
Facilitates the development of sales strategies with other inter-company departments and other partners (vendors) involved in the sales process for individual prospects
Works in close liaison with Marketing and/or product owners to gather information and materials for sales offerings
Identifies coaching/mentoring opportunities and provides feedback and advice to less experienced Sales Analysts regarding work product, sales support activities, and company offered products and services
Assists management with the coordination of strategic Sales Team activity such as team education, trade show participation, etc
Acts as liaison between the Sales team and other intercompany departments as needed to coordinate/guide strategic Sales Team initiatives
Leads the creation and review of reports and reporting updates of prospective clients in the sales pipeline to ensure appropriate responses to requests from members of the Sales Team and/or Senior Management
Compiles information and prepares reporting of strategic sales activities and key sales metrics for management to present to executive leadership (e.g., providing updates to the company's Board of Directors)
Creates, assists, reviews, and presents information to internal/external executives, and/or clients
Communicates calendar updates to appropriate parties and prospect updates for the Sales/Prospect Report