Sales Onboarding Specialist

3 Hours ago • All levels • Sales

Job Summary

Job Description

Tide is seeking a Sales Onboarding Specialist to convert prospective leads into new members by handling inbound and outbound calls. The role involves guiding potential members through the app signup process, answering questions, persuading them to join, and offering complementary tools and services. Responsibilities include troubleshooting issues with the KYC team, ensuring correct documentation, and securing sales for Tide products. The specialist will also help members set up their accounts, providing a 5-star welcome service and suggesting relevant products based on their business operations. This position requires technical aptitude and a member-first mentality.
Must have:
  • Excellent written and spoken English skills
  • Previous customer service or telesales experience
  • Revenue and target-driven
  • Comfortable with change
  • Troubleshooting and member-first mentality
  • Articulate onboarding requirements
  • Team player
  • Self-motivated and conscientious
  • Ability to listen, learn, and adapt
Good to have:
  • Knowledge of compliance, KYC, AML
  • Experience with Fintech or digital banks
  • Experience with Zendesk or similar
  • Experience with Predictive or power dialer
Perks:
  • Competitive salary
  • Self & Family Health Insurance
  • Term & Life Insurance
  • OPD Benefits
  • Mental wellbeing through Plumm
  • Learning & Development Budget
  • WFH Setup allowance
  • 15 days of Privilege leaves
  • 12 days of Casual leaves
  • 12 days of Sick leaves
  • 3 paid days off for volunteering or L&D activities

Job Details

ABOUT TIDE

At Tide, we are building a business management  platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.


Launched in 2017, Tide is now used by over 1 million small businesses across the world and is available to UK, Indian and German SMEs. Headquartered in central London, with offices in Sofia, Hyderabad, Delhi, Berlin and Belgrade, Tide employs over 2,000 employees.


Tide is rapidly growing, expanding into new products and markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money.

ABOUT THE TEAM

The Personal Contact Marketing team are a front-line team, looking to convert as many prospective/cold leads into Tide Members as possible

ABOUT THE ROLE

As a Sales Onboarding Specialist you will be responsible for receiving inbound calls and making outbound calls to potential members who have expressed an interest in joining Tide. Why? Tide is growing, and with that comes a high level of interest. So much so that there’s not enough time to convert each interest into a new Tide member – so this is where you come in!

As a Sales Onboarding Specialist

  • You will be receiving inbound and outbound calls from prospects who have  downloaded the Tide app but sometimes, as life gets in the way, they have not signed up. Your job is to guide them over the phone to complete their signup and at the same time offer complementary tools and services
  • You will walk these potential members through our signup process, answer their questions and use your persuasion skills to reassure them that we are the best and convert them into full fledged Tide Members!
  • You’ll work with the KYC team to ensure that the members have provided all the correct documentation and will troubleshoot any issues that come their way. For this reason, you’ll need to be technically minded
  • You’ll be agile and at times support the team on specific projects, where you need to speak to members who have recorded an interest in a Tide product and you have to secure the sale
  • You’ll get to know these prospective members, and how they plan to operate their business so you are able to suggest relevant Tide Products for them to utilize (for instance, our membership subscriptions and time saving products)
  • You’ll spend time coaching them through the setup process, and will support wherever needed; giving them a 5 star service as you welcome them to Tide.

WHAT WE ARE LOOKING FOR

  • You have excellent written and spoken English language skills
  • You have previous customer service or telesales experience
  • You’re focused on revenue and can up-sell to our prospective members
  • You’re target driven
  • You are comfortable with constant change and switching of priorities
  • You love to troubleshoot and have a member first mentality
  • You’re able to articulate the onboarding requirements depending on the nature of the business efficiently and within a limited time frame
  • You’re a team player and can complete ad-hoc tasks to help the  KYC Analyst Team on occasions
  • You will be incredibly self-motivated and conscientious, wanting to make a real difference to the business
  • You have the ability to be able to listen, learn and adapt to feedback
  • You may also have some knowledge of compliance, KYC, AML, and associated regulations
  • You may also have previous experience working with a Fintech or digital bank
  • You may also have experience of using Zendesk or similar and Predictive (or power) dialer

 

WHAT YOU WILL GET IN RETURN

  • Competitive salary
  • Self & Family Health Insurance
  • Term & Life Insurance
  • OPD Benefits
  • Mental wellbeing through Plumm
  • Learning & Development Budget
  • WFH Setup allowance
  • 15 days of Privilege leaves
  • 12 days of Casual leaves
  • 12 days of Sick leaves
  • 3 paid days off for volunteering or L&D activities

TIDE IS A PLACE FOR EVERYONE

At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives. 

We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.

 

At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.

 

You personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.

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About The Company

Tide is the leading provider of UK small business (SMEs) accounts and one of the fastest-growing fintechs in the UK. Tide is live in the UK and India with over 650,000 members in the UK and more than 350,000 in India.


Tide is transforming the small business banking market. Our platform not only offers business accounts and related banking services, but also a comprehensive set of highly connected admin tools for businesses, such as full integration with accounting systems (live for our UK members, many are live in India, and coming soon to Germany). Using advanced technology, all solutions are designed with SMEs in mind.


With quick onboarding, low fees and innovative features, we thrive on making data-driven decisions to help SMEs save both time and money.

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