Sales Operations II

Fiserv•Marietta, GA

7d•Onsite

About The Position

The Sales Operations Specialist II supports sales representatives and management by reviewing sales data, resolving onboarding issues, and responding to inquiries throughout the merchant account lifecycle. The role works with Credit and Risk, Leasing, Boarding Operational Support, Product, Finance, and Training teams to support accurate account setup, timely communication, and effective sales operations. The position is on-site Monday through Friday. In-person collaboration is considered essential to the role and supports onboarding and productivity. The role requires use of a computer and audio equipment. Candidates must currently have valid and unrestricted U.S. work authorization; sponsorship is not available now or in the future.

Requirements

At least 3 years of experience in sales operations, account support, merchant services, financial services operations, or a related operational support environment.
At least 3 years of experience reviewing account data, sales documentation, or onboarding inputs for accuracy and completeness.
At least 3 years of experience using customer relationship management, account boarding, case management, or reporting systems to support sales or operational workflows.
Experience coordinating work across internal teams, including sales, risk, finance, product, training, or operations.
Ability to clearly communicate account status, issue resolution steps, and operational updates to internal partners.
Bachelor’s degree or higher in Business, Finance, Operations, Communications, or a related field, or an equivalent combination of education, related experience, and/or military experience.
Valid and unrestricted U.S. work authorization; candidates requiring sponsorship now or in the future are not eligible.

Nice To Haves

Experience supporting merchant account onboarding or servicing.
Experience working with sales lifecycle activities, including prospecting, pricing, proposal support, boarding, activation, and post-activation support.
Experience preparing sales reports, presentations, or operational summaries for sales leaders.
Knowledge of payment processing, merchant services, or financial technology operations.

Responsibilities

Review sales data, boarding inputs, and account information for accuracy, completeness, and alignment with company policies.
Respond to support requests from sales representatives and management with timely, accurate information.
Use account boarding systems and processes to support new merchant account setup and ongoing servicing activities.
Identify, document, and help resolve issues arising during account setup, activation, and post-activation support.
Coordinate with Credit and Risk, Leasing, Boarding Operational Support, Product, Finance, and Training teams to support account lifecycle activities.
Assist the sales team with administrative tasks and coordination across prospecting, discovery, solutioning, pricing, proposal, boarding, activation, and post-activation stages.
Prepare and distribute sales reports, presentations, and operational updates to support sales strategies and initiatives.

Benefits

Fuel Your Life program supporting physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof peer-recognition program with points redeemable for rewards.
Eight Employee Resource Groups.
Professional growth through training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning, including a 401(k) match and discounted shares through the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental and military leave.