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, Key Biscayne , Sales Specialist, Accounting, Auditing , Boca Raton, Florida

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