Sales Specialist, B2B

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Follow up with newly registered clients who have not yet completed their initial deposit.

• Reach out to clients with pending or incomplete KYC (Know Your Customer) verification, providing assistance throughout the verification process.

• Interact with clients who have successfully completed verification but have yet to fund their trading accounts.

• Guide clients through the deposit process, answering their inquiries and addressing any concerns.

• Reconnect with inactive clients to motivate them to resume their trading activities.

• Foster trust and sustain robust relationships with both potential and existing clients.

• Educate clients on the platform's features, account setup procedures, and available resources.

• Assess client needs and offer suitable solutions to enhance their overall experience.

• Keep precise records of all client interactions within the CRM system.

• Achieve daily activity objectives, which include outbound calls, follow-ups, emails, and messages.

• Work collaboratively with internal teams to resolve client issues swiftly and effectively.

• Stay updated on company products, services, promotions, and developments within the industry.

• Provide a professional, consultative, and customer-centric experience in every interaction.

⛳️ Requirements

• Up to 2 years of experience in sales, customer success, account management, client relations, or call center settings preferred.

• Exceptional verbal and written communication skills in English.

• Must possess experience and knowledge in forex trading, financial services, fintech, or trading platforms.

• Strong skills in relationship-building and active listening.

• Comfortable making outbound calls and managing follow-up discussions.

• Ability to articulate processes clearly and confidently.

• Excellent problem-solving capabilities with a customer-oriented approach.

• Highly organized with strong time management skills.

• Proficient in using CRM systems and various communication tools.

• Self-driven with the capability to work independently while contributing to team objectives.

🏝️ Benefits

• Competitive salary

• Opportunity to influence the HR function of a rapidly expanding BPO

• Collaborate closely with a team of industry leaders who have previously scaled BPOs successfully

• Opportunities for career growth and professional development