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
Solid understanding of Financial SaaS products and customer workflows.
Experience in consultative selling, upselling/cross-selling and customer service.
Solid 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 workplace.

Preferred candidate profile

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