Customer Success & Sales Specialist
Core
Manage and grow a large portfolio of small existing clients through outbound-led engagement, automation, and targeted commercial strategies to maximize retention, cross-sell, and upsell.
Role type
Senior Account Management & Sales Specialist
Builds
Long-term commercial agreements and expanded revenue streams for small business clients
Domain
Global B2B financial services and cross-border payments
Required skills
Outbound sales and account management, multi-channel engagement strategies, business case development, financial analysis and forecasting, negotiation and closing, stakeholder presentation, CRM utilization, data-driven reporting
Preferred skills
Payment industry expertise, ERP and invoicing tools familiarity, B2B consultative selling, international client experience
Technologies
Salesforce, CRM platforms, ERP systems, invoicing tools, data-driven platforms
Responsibilities
Perform outbound outreach to identify and activate opportunities, design and execute multi-channel customer engagement strategies, drive retention and cross-selling initiatives, build success stories and business reports, lead educational webinars and workshops, own the end-to-end commercial process from demo to closing
Seniority
Mid-Senior, hands-on IC