Customer Success Executive
Core
Drive new business current account and savings account adoption for established SMEs via telephone sales and end-to-end onboarding.
Role type
Senior IC sales executive (SME banking)
Builds
Active business current accounts and savings accounts for SMEs
Domain
Fintech / SME Banking
Deliverable
product features
Required skills
telephone-based lead generation, business development, customer onboarding, stakeholder management, risk assessment, product knowledge (payments, lending, accounting, CRM)
Preferred skills
expertise in business current accounts, understanding of SME financial products
Responsibilities
Convert prospects to active customers via phone and email, guide customers through the onboarding journey, gather customer feedback for product teams, manage personal development plan and business objectives, collaborate with operations and underwriting teams
Seniority
Mid-Senior, hands-on IC
