Sales & Customer Success Representative

Schedule: TUESDAY to THURSDAY ONLY at 4 PM - 12 AM PH TIME

Key Responsibilities

• Outbound Outreach: Conduct outbound calls to eligible prospective customers to introduce our payment solutions (Card Readers, Tap to Pay, and Expense Cards).
• Qualification & Sales Support: Qualify interest, overcome objections, and address fundamental product and pricing questions using approved materials.
• Lead Progression: Send timely follow-up communications via SMS, WhatsApp, and email, scheduling callbacks to progress warm leads through the pipeline.
• Customer Onboarding: Walk merchants step-by-step through the application and account activation process, ensuring all business and identity verification details are correctly submitted.
• Application Tracking: Submit, manage, and track account requests through internal client platforms and CRM tools, proactively following up on incomplete registrations.
• Data Management: Accurately record all phone interactions, activity outcomes, customer notes, and deal stages in the designated CRM.
• Issue Escalation: Identify and escalate technical, verification, or account-related roadblocks to the core support team, tracking issues through to resolution.
• Reporting & Insights: Deliver daily and weekly performance reports highlighting key call metrics, common objections, and recurring feedback to help shape future product and sales strategies.

Requirements & Qualifications

• Experience: 3-5 years in an outbound sales, business development, customer onboarding, or combined sales-and-support role (Fintech, SaaS, or Payment Processing experience is a strong plus).
• Communication Skills: Excellent verbal and written English communication skills with an engaging phone presence and clear tone.
• Problem-Solving: Strong ability to address customer objections, explain value propositions, and guide non-technical users through app setup.
• Tool Proficiency: Familiarity with modern CRM platforms (e.g., Salesforce, HubSpot, Zendesk), call management software, and messaging channels (Slack, WhatsApp, email, SMS).
• Organization: High attention to detail with the ability to manage a pipeline of leads and stay on top of daily follow-ups.
• Adaptability: Self-motivated mindset capable of thriving in a target-driven, fast-paced startup atmosphere