Sales Consultant - Capital Upsell

✅ Previous experience in a sales, account management, customer success or customer-facing commercial role.

✅ Comfortable working in a high-volume outbound sales environment.

✅ Experience working towards sales targets, KPIs and performance measures.

✅ Strong communication, influencing and relationship-building skills.

✅ Confidence engaging customers over the phone and identifying opportunities through conversation.

✅ Ability to explain products and services in a simple, customer-focused way.

✅ Strong organisational skills with the ability to manage multiple opportunities simultaneously.

✅ Comfortable using CRM systems and maintaining accurate customer records.

✅ Resilient, self-motivated and driven by achieving results.

✅ Ability to work independently whilst contributing positively to a team environment.

⭐ Experience within a technology, software, payments or financial services environment.

⭐ Experience managing existing customer relationships.

⭐ Experience in an upselling, retention or account growth role.

⭐ Knowledge of small business challenges and customer needs.

⭐ Experience working with multiple communication channels including phone, email and customer interactions.

💰 Uncapped Commission - your earning potential is directly linked to your success.

🚀 Join a growing team where high performance is recognised and rewarded.

📈 Develop your sales skills while helping merchants access solutions that support their growth and success.

Sales Consultant - Existing Business🚀 Various shifts available

Help Businesses Access the Funding They Need to Grow

Our mission is simple: to provide one platform that allows merchants to run and grow their business from anywhere. From point of sale and payments to business banking and funding solutions, we give our customers the tools they need to thrive.

We're looking for a driven and commercially focused Sales Consultant - Capital to join our Existing Business team. This role focuses on helping our customers access funding solutions that enable them to invest in growth, manage cash flow, purchase equipment, refurbish premises and unlock new opportunities.

If you enjoy speaking with customers, uncovering opportunities and achieving targets in a fast-paced sales environment, we'd love to hear from you.

Working with our existing customer base, you'll engage customers through high-volume outbound sales activity, respond to inbound enquiries and guide merchants through the funding application journey while identifying additional value through Epos Now Payments, Instant Settlement and Epos Now Banking solutions.

💷 Engage existing Epos Now customers to discuss capital funding opportunities and business growth plans.

📞 Conduct high-volume outbound sales activity to eligible customers and re-engage previous funding customers.

📈 Respond to customer enquiries generated through marketing campaigns, Back Office promotions and customer journeys.

🤝 Support customers through the funding application process, ensuring a positive customer experience.

🎯 Consistently work towards individual sales targets, KPIs and revenue objectives.

📊 Manage a pipeline of opportunities from initial engagement through to successful application and funding outcome.

🏦 Identify opportunities to promote Instant Settlement and Epos Now Banking solutions to eligible customers.

💳 Work collaboratively with the wider Upsell Team to support Epos Now Payments adoption.

📱 Manage customer engagement through multiple communication channels including telephone, email and SMS.

📊 Maintain accurate CRM records, customer notes and activity tracking.

💡 Provide customer feedback and insights to support improvements to products, campaigns and customer journeys.

🚀 Work closely with Product, Marketing and Sales teams to maximise customer engagement and funding adoption.

📈 Consistently achieving or exceeding sales and funding targets.

📞 Maintaining high levels of customer engagement and outbound activity.

💷 Increasing adoption of capital funding products across the customer base.

🏦 Driving awareness and uptake of complementary Epos Now solutions.

😊 Delivering a positive customer experience throughout the funding journey.

📊 Maintaining a healthy sales pipeline and accurate CRM records.