Sales Operations Associate

Century Business Solutions9 months ago
Irvine, CA, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts such as Magento and WooCommerce. Location: Irvine, California. EBizCharge offers its employees unlimited earning potential, career advancement opportunities, and a dynamic work environment. Our administrative team plays a key role in the merchants' onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. We assist with gathering and organizing the necessary documentation, setting up merchant accounts, and provide support if any concerns arise.

Key Responsibilities

  • Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely.
  • Maintain professionalism when handling phone calls, emails, and other correspondence.
  • Prepare and send out agreements for signature.
  • Enter and maintain all information correctly in Salesforce and various databases.
  • Notify appropriate parties if impactful changes are requested by clients.
  • Effectively multitask and manage time efficiently.
  • Follow up appropriately to ensure accounts experience a high level of responsiveness, even when there is no substantive update or resolution.
  • Help clients dispute chargebacks by gathering all necessary documentation to validate the charge.
  • Assist the Administration team with additional duties as assigned.
  • Collaborate with Senior Management and various departments such as Technical Support and Sales.

Required Qualifications

  • Bachelor's degree is highly preferred.
  • Self-starter with the ability to learn fast and work independently as well as within a team.
  • Good work ethic and willingness to accommodate flexible hours.
  • Strong proficiency in Microsoft Excel, Word, and Outlook.
  • Comfortable working with a wide variety of professionals.
  • Must have strong communication skills.
  • The duties and requirements listed above should not be interpreted as all-inclusive.

Benefits & Perks

  • 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee.
  • Retirement 401(k) plan with company match.
  • Gym access, dry cleaners, and car wash conveniently located within the building.
  • Generous PTO plan with an additional 9 days of company paid holidays per year.

Required Skills

Microsoft Word
Effective Communication
Onboarding Process
Microsoft Excel
Problem Solving
Multitasking
Microsoft Outlook
Customer Service
Salesforce
Documentation Management