Cross & Upsell Consultant (Desk-Based Sales)

Job Description

Building and managing a pipeline of qualified leads within the existing customer base

Maintaining accurate records of interactions, outcomes, and opportunities in CRM

Analyzing merchant behaviour, product usage, and segment data to identify upgrade and add-on opportunities

Tracking lead status, campaign participation, and follow-up plans

Educating merchants on the value of additional products (e.g., adding online payments, funding, or value-added tools)

Working closely with Retention and Account Managers to ensure cohesive merchant experience

Run telephonic and multi-channel campaigns targeting specific merchant segments or product offers

Providing feedback on campaign performance, objections, and product gaps

Qualification & Skills

3 - 5 Years experience

Must come from financial services or banking background

Diploma / Degree qualification

Suitable candidates will be contacted. If you do not get a response within 14 days, please consider your application unsuccessful.