pinpoint
Sales Development Representative
YouLend
Atlanta, USA
Full-time
Entry
Onsite
USD 50000-50000 yearly / year
Discovered 2 weeks ago
Microsoft Office SuiteMicrosoft ExcelCRM
Free
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Microsoft Office SuiteMicrosoft ExcelCRM
Key Skills for This Role
Microsoft Office SuiteMicrosoft ExcelCRM
Full Job Posting
Key Responsibilities
- Proactively manage a portfolio of accounts, monitoring performance, identifying growth opportunities, and providing insights to help merchants succeed.
- Handle inbound and outbound communications with professionalism and care — including calls, emails, and platform messages — ensuring all interactions are accurate and timely.
- Collaborate closely with internal teams such as Sales, Risk, and Operations to resolve merchant inquiries or issues efficiently and effectively.
- Support merchants through renewals, upsell opportunities, and product education, always balancing customer needs with business objectives.
- Maintain detailed and accurate records of all merchant interactions, activities, and account updates across internal systems and CRM tools.
- Demonstrate strong communication, negotiation, and relationship management skills to build trust and deliver positive outcomes.
- Prioritize workload effectively to manage a high volume of accounts while maintaining accuracy and a customer-first mindset.
- Bring commercial awareness, problem-solving ability, and enthusiasm for working with SMEs in a dynamic fintech environment.
Skills, Knowledge & Expertise
- Strong attention to detail and accuracy is essential.
- Proven ability to work effectively under pressure and meet tight deadlines. Excellent interpersonal and communication skills (both written and verbal). Demonstrated problem-solving ability and initiative.
- Team-oriented with a collaborative approach to work.
- Positive attitude, reliability, and a strong work ethic. Proficient in Microsoft Office Suite; experience with financial systems or CRM tools is a plus. Previous experience in a funding, finance, or operations role is an advantage but not required.
- A target-driven mindset with a strong interest in sales and commercial success.
- Excellent written and verbal communication skills, with confidence interacting over phone and email.
- Comfortable using Microsoft Excel and working with data.
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