Sales Onboarding Specialist

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Requirements:

• Excellent written and spoken English language skills.
• Previous customer service or telesales experience.
• Focus on revenue generation and ability to up-sell.
• Target-driven and comfortable with changing priorities.
• Member-first mentality and troubleshooting skills.
• Ability to articulate onboarding requirements efficiently.
• Team player willing to assist the KYC Analyst Team.
• Self-motivated and conscientious.
• Ability to learn and adapt based on feedback.
• Knowledge of compliance, KYC, AML regulations is a plus.
• Experience in Fintech or digital banking is a plus.
• Familiarity with Zendesk or similar and predictive dialer is a plus.

Responsibilities:

• Receive inbound and outbound calls from potential members who have shown interest in signing up.
• Guide them over the phone to complete their signup process.
• Answer questions and reassure them about Tide's offerings.
• Collaborate with the KYC team to ensure correct documentation from members.
• Support business development with cold calls to convert new customers.
• Understand prospective members' business needs to recommend appropriate Tide products.
• Provide excellent service to welcome new members.