Sales Consultant – Capital Upsell

Overview

As part of the Existing Business team, you help current customers unlock more value from Epos Now by promoting payments adoption, apps and additional services. You will work with a CRM-driven pipeline to grow revenue, upgrade solutions and boost retention. The role emphasizes relationship-building, cross-functional collaboration and delivering measurable outcomes for merchants. You’ll join a growth-focused environment that values ownership, innovation and customer success.

Responsibilities

• Engage existing customers via outbound campaigns, inbound calls, reports and live chat
• Educate customers on new features and solutions and champion product launches
• Handle inbound leads from back office, app store and hardware store
• Support customers upgrading their solution and coordinate with Integrations and KYC teams
• Maintain CRM records and manage a pipeline of upsell opportunities
• Aim to meet or exceed upsell revenue targets
• Advise customers on how additional products and services can enhance their solution
• Support retention by recommending beneficial solutions

Key requirements

• Strong communication skills and ability to build rapport with customers
• Good understanding of the Epos Now platform and product offering
• Proactive in identifying opportunities and solving problems
• Experience managing activity and opportunities through CRM
• Comfortable working toward performance targets
• Customer-focused mindset with commercial awareness and growth mindset

• communication
• relationship-building
• proactiveness
• CRM management
• knowledge of POS/payments platforms
• up-selling and cross-selling

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