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Account Management Representative – Outbound Sales

HR Strategic Solutions · San Jose

Mid 🇬🇧 English

Description du poste

About the role

The Standard Account Management Representative works an assigned outbound pool, proactively reaching out to customers to drive retention, reactivation and deposit growth. Success is measured by volume, consistency and revenue generated from outbound campaigns.

Key responsibilities

  • Dial into the outbound pool on a planned cadence, following tier‑specific campaign types and calling windows.
  • Systematically work through the pool, prioritising volume and consistency of outreach.
  • Maintain strong knowledge of current bonuses, promotions and terms to present accurate offers.
  • Follow the AM Playbook call blueprint: professional opening, active listening, offer presentation, objection handling and clear close.
  • Identify and pursue deposit or reactivation opportunities while resolving service needs.
  • Reactivate inactive accounts using appropriate approaches based on history and risk profile.
  • Meet weekly dial, contact and monthly revenue floors for the Standard tier.
  • Log all interactions accurately and complete follow‑up actions on time.
  • Stop revenue conversations immediately when compliance risk signals appear and route to the proper team.
  • Handle required inbound and Decline Board contacts with the same professionalism as outbound work.

Required profile

  • Fluent in English (minimum B2 level).
  • 2‑4 years in customer‑facing sales or account management, or 1‑2 years in customer service.
  • Outbound experience is required.
  • Familiarity with cryptocurrencies is a plus.
  • Flexibility to adapt schedules and work hours to business needs.
  • Strong rapport‑building, active listening and closing proficiency.
  • Results‑driven, problem‑solving and adaptable mindset.
  • Awareness of compliance requirements and ability to act on risk signals.

What we offer

  • Competitive salary.
  • Comprehensive benefits package.
  • Opportunities for professional growth and career advancement.
  • A dynamic, supportive work environment with a team‑oriented culture.

Questions fréquentes

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HR Strategic Solutions

San Jose