Inside Sales / Fintech

As an Inside Sales / Fintech Onboarding Specialist, your role is crucial in converting inbound and outbound leads into active customers while ensuring a smooth and compliant onboarding experience in a fast-paced fintech environment. Key Responsibilities: - Manage inbound leads, qualify prospects, and conduct discovery calls to understand business needs. - Execute outbound outreach to targeted prospects via phone, email, and digital channels. - Present and demonstrate fintech products and services clearly and persuasively. - Accurately maintain CRM records, follow up on opportunities, and manage the sales pipeline. - Achieve monthly and quarterly sales and conversion targets. Customer Onboarding: - Guide new customers through the onboarding process, including KYC/KYB, compliance checks, documentation, and account setup. - Coordinate with compliance, risk, and operations teams to ensure timely account activation. - Troubleshoot onboarding issues and ensure a smooth transition to account activation. Customer Experience & Relationship Management: - Serve as the primary point of contact during the onboarding lifecycle. - Provide clear instructions, follow-up communication, and proactive support. - Identify customer needs and recommend appropriate product configurations or solutions. - Ensure high customer satisfaction and positive first-90-day engagement. Cross-Functional Collaboration: - Work closely with sales, product, compliance, and support teams to streamline processes. - Provide feedback based on customer insights to improve onboarding workflows and product usability. - Participate in internal training sessions and stay updated on product features and compliance requirements.,