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Sales and Marketing Analyst in Oldsmar, FL at Point & Pay

Date Posted: 10/25/2018

Job Snapshot

Job Description

Job Summary:

Provides support to the sales team by relieving them of administrative work such as lead generation, customer relationship management (CRM) reporting and tracking, contract administration, and database maintenance. 


Essential Duties & Responsibilities:

  • Perform research using the internet, industry publications, census data, and other resources to identify, quantify, and document new sales opportunities.
  • Produce reports and analysis on client portfolios, pricing programs, and aging and/or expiring contracts
  • Identify underperforming accounts on a monthly basis and recommend corrective actions for execution by the sales team
  • Become an expert in interchange and processing costs, able to identify issues and recommend solutions
  • Perform research and outreach to identify new opportunities for the sales team to attend conference and trade shows in their target markets
  • Perform data entry and opportunity research on contacts acquired through trade show and conference attendance
  • Assist in maintaining a repository of information about competitors
  • Assist in assessing the success of sales campaigns in target markets
  • Learn, develop, and maintain in-depth knowledge of industry, products, services, potential customers

Job Requirements


Education and Experience (required):

  • Two years of college education in business, marketing, sales or similar focus and at two years of related experience
  • Bachelor’s degree in Marketing, Business, or related field preferred


Knowledge, Skills & Abilities (required):

  • Excellent internet search skills
  • Willingness to learn new concepts and become a deep subject matter expert in payment processing concepts
  • Familiarity with basic financial anaysis
  • Prior lead generation experience preferred
  • Excellent organizational skills and detail orientation.
  • Prior documentation and data management experience.
  • Ability to learn systems, create reports, and create presentations
  • Ability to work with sensitive and confidential information.
  • Competent user of Salesforce or similar CRMs, Excel, basic math and analytics abilities (Power-users preferred)


Additional Information:

Direct Reports:  None

Travel Requirements:  None

License and Certification Requirements:


Working Conditions:

Working environment is generally favorable.  Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.




The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.


North American Bancard reserves the right to alter this description at any time.  North American Bancard practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, protected disability, marital status, familial status, veteran status, height, weight or citizenship.


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