Inbound Sales Management

• Handle inbound leads from introducers or internal network, acting as the initial point of contact to qualify opportunities, understand needs, and guide them through the onboarding process.

• Convert qualified leads into signed clients by demonstrating xpate’s value, addressing objections, and collaborating with internal teams to close deals efficiently.

Long-Term Relationship Building

• Foster strong partnerships by understanding client business goals and aligning them with xpate’s services.

• Drive customer growth from a TPV and revenue perspective by supporting clients in increasing volume, improving conversion rates, and adopting additional xpate services.

• Lead upsells through collaboration on pricing strategies, product expansions, and additional features to meet quarterly revenue goals and drive quarter-over-quarter volume growth.

Client Onboarding & Activation

• Serve as the primary contact for new clients, ensuring smooth activation, technical setup, and a seamless onboarding experience.

• Optimize onboarding processes to reduce support tickets and minimize time-to-value.

• Own and improve time-to-live and time-to-volume metrics to accelerate client activation and ramp-up.

Client Engagement & Satisfaction

• Actively engage with clients to ensure satisfaction, identify needs, and provide tailored solutions to enhance their experience.

• Monitor client health, usage, and early performance to identify risks or opportunities, driving metrics like activation time, ramp-up speed, and retention.

Problem-Solving & Issue Resolution

• Act as a proactive problem solver, addressing operational challenges and coordinating with internal teams (Tech, Risk, Compliance, Growth, Onboarding) to resolve issues.

• Ensure client expectations are managed clearly and transparently.

• Navigate regulatory and compliance challenges to minimize downtime, fines, and risks, especially in regulated industries.

Client Data & Documentation Management

• Maintain up-to-date records of client interactions, documents, and contracts in internal systems (HubSpot, internal tools).

• Provide structured reporting on client status, risks, opportunities, and performance, leveraging payment analytics tools for data-driven insights.

• You have 2–3+ years in Customer Success, Account Management, Sales, or Business Development in a fintech, payments, or banking environment.

• You have a taste for great service and can create a premium experience for high-value clients.

• You’re an excellent communicator — clear, empathetic, structured, and customer-focused.

• You’re organised and proactive, with strong problem-solving and sales qualification skills.

• You’re confident working with CRMs, internal tools, client data, and payment analytics tools (e.g., dashboards for transaction monitoring).

• You thrive in fast-moving environments and love helping clients succeed while driving revenue growth.

Bonus Points If…

• You’ve worked with high-risk industries (gaming, forex, crypto, adult, PSPs).

• You understand payment flows, gateway integrations, or onboarding processes.

• You’ve collaborated with cross-functional teams in a startup or scaling company.

• You’ve managed introducer or partner-referred leads in a fintech context.

• A dynamic, ambitious environment where compliance is seen as an enabler of growth, not a blocker.
• Enjoy flexible working hours, hybrid work options, private health insurance and generous paid time off giving you the balance you need to perform at your best.
• Apple hardware and modern work tools to support your workflow.
• Extra personal time off for rest and recharge: 12 additional days per year, plus your birthday off.
• Private health insurance and wellness benefits.
• Opportunities to grow, lead, and shape xpate's future-proof compliance ecosystem.