Sales Specialist
Company: Insight Global
Location: Boca Raton
Posted on: January 30, 2026
|
|
|
Job Description:
Job Description Job Description Qualifications: Detail-oriented,
can manage high file volume under tight deadlines Strong
communication skills (internal teams external ISOs/merchants)
Proficient in CRMs, Excel/Sheets, doc management tools Day to Day:
Collect and track required docs from merchants/ISOs (apps, bank
statements, IDs, voided checks, corporate docs) Scrub files for
completeness; ensure CRM matches documentation Analyze bank
statements for NSFs, negative days, cash-flow red flags Verify
business info via SOS, LexisNexis-type tools, business credit data
Conduct KYC/KYB checks; escalate discrepancies Coordinate with
sales/ISOs to clear stips and manage expectations Prepare funding
packages, pay-off letters, reconciliations Update CRM and trackers
in real time Support same-day funding coordination
Keywords: Insight Global, Miami , Sales Specialist, Accounting, Auditing , Boca Raton, Florida
