Inside Sales
2 days ago
**Position Summary**
The Inside Sales / Fintech Onboarding Specialist is responsible for converting inbound and outbound leads into active customers while ensuring a smooth and compliant onboarding experience. This role combines consultative sales, product education, and operational onboarding within a fast-paced fintech environment.
Years of experience: Minimum 1 year
**Key Responsibilities**
** Sales & Lead Management**
- Manage inbound leads, qualify prospects, and conduct discovery calls to understand business needs.
- Present and demonstrate fintech products and services clearly and persuasively.
- Accurately maintain CRM records, follow up on opportunities, and manage the sales pipeline.
- Achieve monthly and quarterly sales and conversion targets.
** Customer Onboarding**
- Guide new customers through the onboarding process, including KYC/KYB, compliance checks, documentation, and account setup.
- Educate customers about platform features, payment flows, security requirements, and best practices.
- Coordinate with compliance, risk, and operations teams to ensure timely account activation.
- Troubleshoot onboarding issues and ensure a smooth transition to account activation.
** Customer Experience & Relationship Management**
- Serve as the primary point of contact during the onboarding lifecycle.
- Provide clear instructions, follow-up communication, and proactive support.
- Identify customer needs and recommend appropriate product configurations or solutions.
- Ensure high customer satisfaction and positive first-90-day engagement.
** Cross-Functional Collaboration**
- Work closely with sales, product, compliance, and support teams to streamline processes.
- Provide feedback based on customer insights to improve onboarding workflows and product usability.
- Participate in internal training sessions and stay updated on product features and compliance requirements.
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