Integrated Solutions Consultant

Responsible for selling merchant services offerings to businesses. Activities include pricing, customer segmentation, customer presentations, account sign-up and activation, and account management. Answers inbound customer calls regarding product and service information, and identifies upselling opportunities from such calls. Accepts orders, closes sales, maintains customer records, and completes required documentation.

Manages a portfolio of clients for the company, typically with an annual net revenue value of $200,000 or more. Identifies revenue opportunities within assigned territories through communications with prospective clients, marketing programs and other activities as needed. Telephones prospects to identify appropriate contacts, qualifies and drives leads through the sales pipeline. Ensures suspect identification, planning, account qualification, and needs analysis at all prospect levels. Responds to customer requests for information and gives online presentations. Identifies and closes additional product and/or service sales with existing clients to further develop the client relationship. Manages client relationships and expectations during the sales cycle.

Maintains existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently SalesForce.com. Keeps management informed of all activity, including timely preparation of reports.

Develops knowledge of current product/service portfolio as well as changes and developments within the payments industry.