Sales Operations II

About the role

Calling all innovators – find your future at Fiserv.

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

About the role

As a Sales Operations Specialist II, you will support sales representatives and management by reviewing sales data, resolving onboarding issues and responding to inquiries throughout the merchant account lifecycle. You will work with Credit and Risk, Leasing, Boarding Operational Support, Product, Finance and Training teams to support accurate account setup, timely communication and effective sales operations.

What you'll do

• 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 that arise 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.
• Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.

Experience you'll need to have

• 3+ years of experience in sales operations, account support, merchant services, financial services operations or a related operational support environment.
• 3+ years of experience reviewing account data, sales documentation or onboarding inputs for accuracy and completeness.
• 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 communicate account status, issue resolution steps and operational updates clearly to internal partners.
• Bachelor’s degree or higher in Business, Finance, Operations, Communications or a related field, or equivalent combination of education, related experience and/or military experience.

Experience that would be great to have

• 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.

How you'll work

• This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
• This role requires use of a computer and audio equipment.

Sponsorship

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Benefits at Fiserv

• Fuel Your Life program to support your 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 program to recognize your peers’ extra effort with points redeemable for rewards.
• Eight Employee Resource Groups to foster a collaborative culture and expand your network.
• Unparalleled professional growth with training, development, and internal mobility opportunities.
• Medical, dental, vision, life, and disability insurance options available from day one.
• Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
• Tuition assistance and reimbursement program.
• Paid parental and military leave.

• This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island, Vermont, Virginia, Maine or Washington.
• It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
• Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.

Thank you for considering employment with Fiserv. Please

• Apply using your legal name
• Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).