Role & responsibilities

We are looking for an SER Specialist to support revenue enablement by identifying upselling and cross-selling opportunities during customer interactions. The role will work closely with frontline teams to improve sales effectiveness, product adoption and customer experience.

Key Responsibilities

- Identify upsell and cross-sell opportunities during customer interactions.
- Support frontline teams in identifying customer needs and positioning relevant products/services.
- Drive serve-to-sell and consultative selling conversations.
- Handle selected complex or high-value customer interactions.
- Coach agents on improving sales conversations and conversion.
- Track conversion, lead-pass and product adoption metrics and identify improvement areas.
- Work with Team Leaders,



QA and other stakeholders to improve sales performance.
- Ensure compliance with process, quality and documentation standards.

Requirements

- Robust understanding of Financial SaaS products and customer workflows.
- Experience in consultative selling, upselling/cross-selling and customer service.
- Strong customer-facing and influencing skills.
- Excellent verbal and written communication skills.
- Versant C1 preferred.
- Ability to understand performance metrics and identify improvement opportunities.
- Customer-first mindset with strong commercial awareness.
- Willingness to work in a US Shift and onsite environment.

Preferred candidate profile

📌 SER - QuickBooks | Business Development (Hyderabad)
🏢 Deloitte Shared Services India
📍 Hyderabad