Customer Experience Associate providing banking solutions and fostering customer relationships. Engaging with customers to process transactions and recommend appropriate banking services.
About the role
- Channel Sales Support Representative managing the Inside Channel Team inbox at MarketStar. Qualifying leads and ensuring compliance with Rules of Engagement in Salesforce.
Responsibilities
- Qualify incoming leads, verify ROE, and convert them in Salesforce with all necessary contact details (TSD, Partner, etc.) for the sales team.
- Manage all email traffic for the Inside Channel Team daily.
- Build partner accounts, merge duplicate records, and ensure accurate data entry/hygiene.
- Identify and route inquiries regarding sales updates, post-support issues, and commissions to the appropriate Channel Manager.
- Other duties assigned by management.
Requirements
- Proficiency in Salesforce is essential, specifically regarding lead conversion, account creation, and data hygiene.
- Strong written communication skills are required for composing "Pass-Off Emails" and coordinating between external partners and internal sales leadership.
- Ability to verify Rules of Engagement (ROE) and manage complex contact lists for partners and TSDs.
Benefits
- Structured learning and career development programs
- Mental health program
- Generous Paid Time Off policy
- Paid medical leave
- Child/Dependent care reimbursement
- Education reimbursement
- 401k match, hardship loan program, access to financial wellness advisor
- Comprehensive healthcare coverage including medical, dental, and vision
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