Careers

Location: Plano, TX

The Inside Sales Manager is a quota carrying individual responsible for driving lead generation and quota across the full sales lifecycle.   

 Duties Include: 

• Lead a small team of Sales Development Representatives to source new sales opportunities through inbound lead follow-up and outbound cold calls and emails to customers in assigned territory and outside of the territory in support of upsell / cross-sell opportunities.
• Understand customer needs and requirements and offering solutions and support.
• Lead a small team of inside sales representatives to close sales and achieve sales targets by leveraging MEDDPIC to qualify deals.   
• Answering potential customers' questions and discover their needs.   
• Keeping up with product and service information and updates.
• Manage the team to ensure healthy weekly activity: calls, leads, demos, and opportunity progression. 
• Personally manage a small book of opportunities to continue to refine sales approaches and deliver against quota.  
• Manage the team to maintain and expand your database of prospects within their assigned territory.
• Improve and maintain CRM account information for accurate accounts, opportunities, and contacts. 
• Coordinate closely with the VP of Demand Gen to build and continuously improve on cadences to drive lead creation.   

Position Requirements:

• 2+ years of experience with B2B software sales with track record of overachieving quota and 1+ year leading other sales representatives.   
• Previous experience as a Business Development Representative in an outbound environment.   
• Impeccable organization, attention to detail, and ability to manage your own time.
• Experience coaching and developing team members to drive opportunities and close sales. 
• Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers. 
• Excellent negotiation, presentation, and closing skills.
• Motivated, driven and results-oriented.
• Work in a fast pace, professional environment.
• Ability to work independently or as part of a team.

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Location: Plano, TX or Draper, UT

The Client Data Services position is responsible for handling all new client software setups along with processing the outsourced client data each month. This position also requires strong time management, prioritizing, attention to detail and organizational skills. A self-motivated individual with the ability to work under little or no supervision is highly required for this position.

Duties Include:  

• Handling all new software client setups which includes:  
  • Evaluating and analyzing data from clients.
  • Importing and processing of the data.
  • Data integrity analysis.
  • Account balancing.
  • Profitability.
  • Creating setup documentation.
• Processing outsourced client data.
  • Communication with the clients through phone calls and emails on sending and receiving data. 
  • Processing the data in a timely and proficient manner.
• Create or assist in creating custom programs in SQL for clients.
• Assisting technical support.
  • Answering general software and data questions.
• Involved in testing new software applications and upgrades.

Position Requirements:

• Extensive computer knowledge and experience.
• Advanced skills with all Microsoft office products.
• The ability to communicate clearly in written and oral form, across the organization, including senior leadership and with clients. 
• Ability to stand or sit for extended periods of time.
• Experience in answering telephones and providing customer service.
• Ability to manage several projects simultaneously.
• Process oriented person.
• Ability to troubleshoot and solve technical and complex problems.

 Other Desirable Qualifications:

• Experience working with Project Management Software.
• Familiarity with MCIF and CRM systems.
• Familiar with fixed length ASCII, pipe, tab and comma delimited files preferred. 
• Previous software implementation experience.
• Background in technical project management.
• Familiarity with financial institutions and their databases and networks is preferred. 
• Understanding of bank and credit union operations.
• College degree.

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Location: Plano, TX or Draper, UT

Duties Include:

• Resolving customer technical issues by obtaining information, identifying the problem and providing assistance.
• Manage ticket queues and prioritize escalations based on established SLA's and resource availability. 
• Develop a thorough record, document, and track within the Support desk application problem-solving process, including seeing each issue through to final resolution. 
• Evaluate documented resolutions and analyze trends to prevent future issues. 
• Taking ownership tickets and seeing problems through to resolution. 
• Reporting on status updates and resolution status. 
• Handle multiple issues, organize calls with clients, document tasks and steps within tickets and see problems through to resolution. 
• Maintaining an energetic level of communication with internal team members and external customers. 
• Demonstrate an excellent understanding of our customer base and ensure the tone of the company is in every interaction. 
• Ability to contribute in a fast-paced, team-oriented environment. 
• Aptitude to multi-task and adjust quickly to change in a busy service center. 
• Prioritize and Escalate problems or requests (when required) to the appropriate staff. 
• Test deployed fixes to ensure problem has been adequately resolved.
• Develop a thorough understanding of our product and be able to communicate with customers through varying degrees of inquiries.
• Knowledge of popular personal computer software including Word, Excel, PowerPoint, and Outlook.

Position Qualifications: 

• Excellent oral and written communication skills.  
• Skilled with HTML and able to recognize and implement quick fixes. 
• Familiarity with presenting online over GoToMeeting or WebEx, and zoom conference software.
• Knowledge of Credit Union/Banking industry a plus.
• Excellent Customer service, problem-solving and follow-up skills.
• Experience using CRM software.
• Computer literacy and ease with toggling between computer programs and Internet browsers.
• Perform unit and system level testing on applications with strong attention to detail.
• Good work ethics (Dependable and responsible, Positive Attitude, Adaptability, Honesty, Integrity, Self-Motivated, Strong Self Confidence, Professionalism).
• You demonstrate great judgment and are eager to learn.

  Other Desirable Qualifications: 

• MCIF software experience a plus.  
• Previous Saas Support experience a plus. 
• Experience utilizing a ticketing system (Zendesk, Jira, etc.).
• Experience with SQL a plus.
• 5 years Customer Service experience.
• Strong desire to learn.
• Server and desktop knowledge.
• Ability to perform day-to-day IT functions such as adding users, establish access privileges, configure email accounts etc.  
• Must employ a good-natured team player attitude with a patient and helpful demeanor.
• Self-motivated with the ability to adapt and respond positively to ever-changing priorities.
  

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Location: Plano, TX

The Inside Sales Representative is a quota carrying individual responsible for driving sales across the full sales lifecycle.  

Duties Include:

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails to customers in assigned territory and outside of the territory in support of upsell / cross-sell opportunities.
• Understand customer needs and requirements and offering solutions and support.
• Close sales and achieve sales targets.
• Answering potential customers' questions and discover their needs.  
• Keeping up with product and service information and updates.
• Ensure healthy weekly activity: calls, leads, demos, and opportunity progression.
• Maintain and expand your database of prospects within your assigned territory.
• Improve and maintain CRM account information for accurate accounts, opportunities, and contacts.

Position Requirements:

• 2+ years of experience with B2B software sales with track record of overachieving quota.
• Previous experience in outbound call center, inside sales experience, or related sales experience preferred.
• Impeccable organization, attention to detail, and ability to manage your own time.
• Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers.
• Excellent negotiation, presentation, and closing skills.
• Motivated, driven and results-oriented.
• Work in a fast pace, professional environment.
• Ability to work independently or as part of a team.

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Location: Plano, TX

The Account Executive will plan, direct, or coordinate direct marketing programs for banks and credit unions. This position is the liaison between the client and Marquis. The account executive is responsible for details, due dates, and deadlines for his/her assigned accounts.

Duties Include:

• Inspect layouts and advertising material for adherence to specifications.
• Set up projects in Workamajig (project management software) and ensure all elements of the project (specifications, due dates, deadlines, pricing) are accurate and updated as the project changes.
• Plan and prepare advertising and promotional material to increase sales of products or services, working with customers, company officials, sales and advertising agencies.
• Gather and organize information to plan advertising campaigns.
• Work in conjunction with Marketing Consultants to launch projects as required by pre-defined marketing calendars or ad hoc projects.
• Maintain active communication with clients to report updates or solve client’s inquires throughout project life cycle.

Position Requirements:

• Bachelor’s degree in communications, advertising, or marketing.
• Two or more years in a related client support role.
• Knowledge of the structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
• Knowledge of media production (on and off-line), communication, and dissemination techniques and methods.
• Knowledge of business and management principles involved in strategic planning, resource allocation, and coordination of people and resources.
• Knowledge of principles and processes for providing customer service including, assessing customer needs, meeting quality standards for services, and evaluating customer satisfaction levels.
• Proven ability to concurrently manage multiple projects with varying due dates and requirements.
• Superior verbal and written communication skills, along with the ability to work with, and communicate with, all levels across a company both internally and with clients.
• Excellent professional image and presence including conduct, attitude and attire.
• Demonstrated creativity, initiative, time management and self-management skills
• This position operates in a professional office environment. This role requires the use of standard office equipment including computers, MS office, Abode Creative Suite, proofing software, project management software, and photocopiers.

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