Sales

• Manage new and existing clients and anticipate capital needs
• Plan daily and weekly activities to achieve sales team quotas
• Call Active and Inactive merchants offering our services
• Collect missing documentation for the Account Management team
• Collaborate with the sales, risk, and operations departments to ensure internal process completion
• Perform ad hoc administration duties as required to provide optimal sales volume from Account Management colleagues
• Perform administrative functions related to completing a prospect's file and perform data entry as required
• Help meet sales targets and communicate progress
• Perform other assigned tasks and duties necessary to support the Account Management department

Junior Sales Associate

Sales Representative

Partnerships Manager

Directeur de comptes

Account Manager – Digital Projects

Sales Director – Advisor Wealth Technology