Sales Operations Coordinator, Merchant Services & Lead Management
Overview
Own the inbound and outbound lead distribution for Merchant Services in a fast-paced support environment at Wells Fargo. You will manage lead queues, ensure data integrity, and collaborate with sales leadership to optimize lead processes at scale. This contract role emphasizes accuracy, organization, and timely follow-up to drive pipeline activity.
What You'll Do10
- 1Assign inbound and outbound sales leads to Merchant Services representatives
- 2Monitor lead queues to ensure timely distribution and follow-up
- 3Maintain accurate lead assignment records reporting and documentation
- 4Review lead data for completeness and accuracy prior to assignment
- 5Balance lead distribution across sales teams based on capacity performance and business needs
- 6Partner with Sales Managers to resolve assignment issues and workload concerns
- 7Track and report lead volume assignment metrics pipeline activity and lead aging
- 8Escalate system routing or lead quality issues as needed
- 9Support sales teams through administrative and operational activities
- 10Identify opportunities for process improvements that enhance lead management effectiveness
Requirements10
- 12+ years of administrative support reporting support or related experience
- 2Strong attention to detail and commitment to data accuracy
- 3Excellent written and verbal communication skills
- 4Ability to manage multiple priorities in a fast-paced environment
- 5Strong analytical organizational and problem-solving skills
- 6Proficient in Microsoft Office applications including Word Excel PowerPoint Teams
- 71-2 years of experience with CRM systems and lead management tools
- 8Experience performing administrative tasks and maintaining operational records
- 9High school diploma or equivalent (Associate or Bachelor preferred)
- 10Experience in Merchant Services Sales Operations or Call Center environments
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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