Welcome Team Executive
Core
Onboard newly signed-up customers, provide technical support, and drive upsell/cross-sell opportunities to ensure accounts are live and operational.
Role type
Customer success executive (sales)
Builds
Customer accounts and revenue growth for a global payments platform
Domain
Payments / Fintech
Deliverable
product features
Required skills
Technical aptitude, CRM management, sales quota achievement, customer onboarding, upselling, cross-selling
Preferred skills
Customer-facing experience, account management experience
Responsibilities
Contact newly signed-up customers to guide them through onboarding, provide technical support to address system questions, identify upsell/cross-sell opportunities, maintain accurate CRM records, meet sales quotas and customer satisfaction metrics
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