Customer Service Representative | Fintech | Outbound SalesCustomer Service Representative | Fintech | Outbound Sales
James
ID Verified$600
per month
($3/hour)
Profile Description
Fintech and payments professional with 6+ years of experience across B2B, outbound sales, customer success, payment operations, merchant support, and business relationship management. Experienced, engaging prospects and customers through outbound calls, email, and digital channels to identify needs, build relationships, and deliver financial solutions. Strong understanding of payment ecosystems, merchant operations, compliance, and fintech products. Skilled at managing customer lifecycles, commu...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
AI & Automation
Content & Writing
Customer Success
Data & Analytics
Sales & Business Development
Virtual Assistance & Admin
Work Experience
Payments Operations Specialist (B2B)
HoneyCoin June 2025 – July 2026
Jun 2025 - Jul 2026
Key Achievements:
● Managed customer and merchant relationships by resolving complex payment and account-related enquiries across multiple communication channels. ● Engaged with merchants throughout onboarding and account activation, understanding business needs and guiding successful adoption of payment solutions. ● Collaborated with Product, Engineering, Compliance, and Operations teams to deliver timely solutions and enhance the overall customer experience. ● Built trust with merchants through proactive communication, follow-ups, and consultative support, contributing to customer retention and satisfaction. ● Maintained accurate CRM records, case documentation, and customer communications to support operational excellence and business continuity. ● Identified recurring customer challenges, analysed trends, and provided actionable feedback that improved processes and product experience.
Business Development Specialist
Teleperformance Dec 2023 – May 2025
Dec 2023 - May 2025
Key Achievements:
● Managed high-volume customer interactions across phone, email, and digital channels, delivering professional, consultative support and building strong customer relationships. ● Identified customer needs, provided tailored solutions, and guided customers through products and services to improve satisfaction and retention. ● Managed customer cases from initial engagement through resolution, ensuring timely follow-up, clear communication, and SLA compliance. ● Collaborated with cross-functional teams to resolve complex customer issues and continuously improve the customer experience. ● Maintained accurate CRM records and customer documentation while consistently exceeding quality, productivity, and customer satisfaction KPIs.
Customer Support Specialist
Sendwave International
Oct 2021 - Aug 2023
Key Achievements:
Guided customers through onboarding, account management, and payment processes, ensuring successful product adoption and a seamless user experience. ● Investigated transaction and account-related issues, coordinating with cross-functional teams to deliver efficient resolutions and maintain customer trust. ● Proactively followed up with customers to ensure issue resolution, improve satisfaction, and strengthen long-term engagement. ● Maintained accurate CRM records, customer documentation, and confidential information in compliance with operational standards. ● Analyzed customer feedback and recurring trends, providing insights that contributed to service improvements and operational efficiency. ● Consistently exceeded quality, productivity, and customer satisfaction targets while working independently in a remote environment.
Customer Experience Specialist
Platinum Credit Limited Feb 2020 – Sept 2021
Feb 2020 - Sep 2021
Key Achievements:
● Supported outbound telesales campaigns during periods of lower inbound demand, engaging prospective and existing customers to promote financial products and generate sales opportunities. ● Built strong customer relationships through proactive communication, consultative conversations, and timely follow-up. ● Qualified customer needs and recommended suitable financial solutions aligned with their requirements. ● Maintained accurate CRM records and customer documentation while ensuring compliance with internal policies and regulatory requirements. ● Identified recurring customer challenges and contributed ideas that improved service delivery and operational processes.
Customer Service Representative B2B
1X Bet Kenya Jan 2019 – Jan 2020
Jan 2019 - Jan 2020
Key Achievements:
● Supported merchants, payment partners, and business customers through email, live chat, and ticketing platforms, delivering timely and professional service. ● Built strong relationships with merchants and payment partners by resolving payment, account, and operational enquiries across multiple communication channels. ● Investigated payment issues, transaction exceptions, and account concerns, collaborating with internal teams and external partners to ensure timely resolution. ● Coordinated with payment service providers to improve transaction performance and maintain a seamless customer experience. ● Maintained accurate customer records, compliance documentation, and operational audit trails in line with company policies. ● Monitored payment activity, identified potential risks, and escalated complex cases in accordance with established procedures.
Quick Stats
Education
Bachelor's Degree
USIU Africa
2017 - 2020