Sales Operations Specialist

Job title: Sales Operations Specialist

Reports to: Manager, Sales Operations

Department: Acquiring

Location: Alpharetta, GA or Remote

Grade: 14

About Priority: 

Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.

We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.

At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.

About the Role:

The Sales Operations Specialist plays a critical role in empowering our Sales teams by ensuring their success. You will serve as a key internal partner, directly managing support for the company’s sales portfolio through dedicated telephone and email interactions. Your primary focus is to cultivate strong, collaborative relationships with the Sales teams and provide ongoing day to day support, guaranteeing they have the necessary support to thrive.

Responsibilities: 

• Develop and coordinate proposals, RFP responses, and deal structuring support.

• Provide strategic pricing support, including merchant statement analysis

• Administer ongoing sales partner training on MX™ Connect, MX™ Merchant, and other Priority Product and Services.

• Facilitate escalated requests with other teams in the organization, and ensure that any issues are brought to an expedient and amenable resolution.

• Submitting new merchant agreements and continued follow up through the onboarding setup.

• Customer service tasks such as terminal installations, ordering terminals, file build completion, troubleshooting issues and assisting with anything related to the merchant account.

• Provide operational support for new market initiatives (Canada & Puerto Rico)

• Distribute relevant information to sales partners as needed, on behalf of other departments upon request, or at the request of the leadership team.

• Provide specialty program support for vertical solutions.

• Manage administrative support related to deal setup and submission, including internal escalation routing for operational blockers and gateway setup submission.

• Deliver comprehensive reporting support, including customer reporting, Business intelligence (BI) reporting support, and ad-hoc reporting requests supporting deal analysis.

• Conduct education on sales operational workflows.

• Assist with deal progression and internal process navigation.

What Success Looks Like:

Success in this role is defined by measurable operational outcomes and team performance:

• Customers are onboarded efficiently, educated effectively, and achieve early activation and adoption milestones.

• The individual will consistently deliver a high-quality onboarding and support experience with strong accountability and engagement.

• Processes, tools, and documentation are continuously improved to support scale and efficiency.

• Reporting provides meaningful insights that inform decisions and improv