SER - QuickBooks | Business Development

Role & responsibilities

We are looking for an SER Specialist to support revenue enablement by identifying upselling and cross-selling opportunities during customer interactions. The role will work closely with frontline teams to improve sales effectiveness, product adoption and customer experience.

Key Responsibilities

• Identify upsell and cross-sell opportunities during customer interactions.
• Support frontline teams in identifying customer needs and positioning relevant products/services.
• Drive serve-to-sell and consultative selling conversations.
• Handle selected complex or high-value customer interactions.
• Coach agents on improving sales conversations and conversion.
• Track conversion, lead-pass and product adoption metrics and identify improvement areas.
• Work with Team Leaders, QA and other stakeholders to improve sales performance.
• Ensure compliance with process, quality and documentation standards.

Requirements

• Strong understanding of Financial SaaS products and customer workflows.
• Experience in consultative selling, upselling/cross-selling and customer service.
• Strong customer-facing and influencing skills.
• Excellent verbal and written communication skills.
• Versant C1 preferred.
• Ability to understand performance metrics and identify improvement opportunities.
• Customer-first mindset with strong commercial awareness.
• Willingness to work in a US Shift and onsite environment.

Preferred candidate profile