Inside Sales

1 day ago

Ahmedabad, Gujarat, India Wogom Full time

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.
  • Execute outbound outreach to targeted prospects via phone, email, and digital channels.
  • 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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