Sales Support Analyst

About the Team/Role

As a Sales Support Analyst you will be a direct conduit between the Sales Team, key cross-functional partners, and WEX Bank throughout the sales process to reduce friction, and create a more efficient and effective sales cycle.

How you'll make an impact

• Communicate key risk/credit-related decisions to Sales Representatives and Management

• SME for Sales team to refer to for questions/process issues within the credit adjudication process

• Stay on top of Bank policies and processes and communicate any changes to Sales

• Provide the sales team with insight on industry-based financial matters and discovery of specific target prospects to increase and ensure profitable sales opportunities

• Lead the creation and present training for best practices to speed up the application process and eliminate  back-and-forth between Sales Representatives and WEX Bank

• Provide consultative services and training to the Sales Team to help develop their ability to close out the credit adjudication process more efficiently and decrease the overall length of the sales cycle for sales.

• Align LOBs credit application process for quicker Bank decisions

• Work as a conduit between Sales Representatives (or external partner) and WEX Bank to fulfill application requirements and increase the number of applications submitted and approved (Manage Info Return)

• Create and maintain credit application matrix guidelines for the Sales Team to cut down on rejections for incomplete applications (become SME to facilitate application support for  Sales)

• Create and maintain credit application matrix guidelines for the Sales Team to cut down on rejections for incomplete applications (become SME to facilitate application support for  Sales)

• Answer questions from the sales team on credit/risk-related matters and provide guidance and support 

• Assist Sales Representatives when they are with prospects or out of the office, and take ownership of the application process/customer communication to provide a seamless sales process

• Provide ad-hoc assistance to Sales Representatives through RFP and application process

• Consistently review and assess sales cycle performance and identify opportunities  to automate or improve ineffective lead-to-close processes

• Proactively generate recommendations to address identified opportunities for improvement with measured impact and outcomes and work cross-functionally to bring those recommendations to life.

• Perform other duties as needed to improve efficiency and reduce friction throughout the  sales process

• Analyze lead-to-first dollar sales cycle performance data to identify trends, opportunities for improvement, and potential risks.

• Develop and implement strategies to automate or improve inefficient lead-to-first dollar processes.

• Proactively generate recommendations to address identified opportunities, working cross-functionally to implement solutions.

• Establish and monitor key performance indicators (KPIs) to measure support areas of focus effectiveness and process efficiency.

Experience you'll bring

• 5+ years experience working in a similar role

• Prior experience in a customer service or administrative role is preferred.

• Proficiency in utilizing CRM systems for data management and reporting (e.g., Salesforce, CRMA) is a plus.

• Experience with data entry and basic reporting is advantageous.

• Demonstrated ability to learn new software and processes quickly.

• Proven experience in a sales support or similar role, preferably within the commercial payments environment.

• Experience in generating sales reports and analyzing sales data.

• Demonstrated experience in handling customer inquiries and resolving issues effectively.

• Experience in preparing sales proposals, presentations, and other sales materials

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.

Pay Range: $72,000.00 - $95,000.00