Digital Sales & Customer Success

Were hiring on behalf of a growing fintech company thats helping people manage their finances better through debt consolidation and refinancing solutions. With offices in Jakarta and Yogyakarta, theyre focused on improving financial health across Southeast Asia.

Right now, theyre looking for a Digital Sales and Customer Success Executive someone who enjoys speaking with customers, is confident using digital tools, and wants to grow in a fast-moving tech environment. If you're passionate about helping others and ready to build your career in fintech, this could be a great opportunity.

Client Communication & Support

• Conduct onboarding calls and educate potential customers on debt refinancing and consolidation services.

• Address client queries to build confidence and trust.

• Manage communications through WhatsApp, email, and CRM-based 

  outreach.

• Segment audiences and tailor messaging based on data insights.

Sales Funnel Ownership

• Take charge of key stages in the customer journey from lead engagement to deal conversion.

• Qualify and follow up on inbound leads from digital channels.

• Monitor CRM activity and continuously improve conversion metrics.

Documentation & CRM Handling

• Guide clients through documentation and form submission processes.

• Ensure accurate data entry and recordkeeping in the CRM system.

• Maintain documentation for compliance and tracking purposes.

Financial Education & Analysis

• Explain terms related to unsecured loans, including interest rates and repayment structures.
• Leverage Excel and CRM data to generate insights and provide personalized recommendations.
• Help clients understand the value of consolidating or refinancing their debt.

Relationship Management & Team Collaboration

• Build lasting relationships through regular follow-ups and personalized support.
• Act as the go-to person for resolving client concerns.
• Work closely with other departments such as credit, operations, and sales to ensure a cohesive customer experience.

Compliance & Results

• Ensure all interactions adhere to internal policies and local regulatory requirements.
• Achieve performance goals related to customer satisfaction, conversion rates, onboarding, and retention.

Qualifications

• Bachelor's degree in any field (preferably Business, Finance, or related).
• 1-3 years experience in digital sales or customer success, ideally in fintech or financial services.

• Internship experience considered for fresh graduates.

• Willingness to work in shifts aligned with operational hours.

• Residing in or open to being based in Jakarta or Yogyakarta.