James

Customer Service Representative | Fintech | Outbound Sales

James

ID Verified
600/mo
Nairobi, Kenya
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

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

Live Chat Support · 4 yearsZendesk · 4 yearsEmail Support · 3 yearsSocial Media Support · 3 yearsZoho CRM · 3 years

Skills & Expertise

AI & Automation

Jasper AIIntermediate
ZapierIntermediate
Workflow AutomationIntermediate
Copy.aiIntermediate
PerplexityIntermediate
Make (Integromat)Intermediate
API IntegrationIntermediate
Power AutomateIntermediate
Claude/Anthropic APIIntermediate
IFTTTBeginner

Content & Writing

Blog WritingBeginner

Customer Success

Live Chat SupportAdvanced
ZendeskAdvanced
Email SupportAdvanced
Social Media SupportAdvanced
Lead ManagementIntermediate

Data & Analytics

Excel (Advanced)Intermediate
Google Sheets (Advanced)Intermediate

Sales & Business Development

Zoho CRMAdvanced
B2B SalesIntermediate
Cold Email OutreachIntermediate
SalesforceIntermediate
B2C SalesIntermediate
Close.ioIntermediate
ZoomInfoIntermediate

Virtual Assistance & Admin

CalendlyIntermediate
Calendar ManagementIntermediate
Email ManagementIntermediate
Monday.comIntermediate
NotionIntermediate

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.

Email SupportSocial Media SupportLive Chat SupportZendeskGoogle Sheets (Advanced)B2B SalesSalesforce

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.

Live Chat SupportSocial Media SupportLead ManagementGoogle Sheets (Advanced)ZendeskB2C SalesB2B SalesCold Email OutreachSalesforceCalendlyEmail ManagementNotionZoomInfo

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.

Live Chat SupportSocial Media SupportZendeskSalesforceZoho CRMCalendar ManagementEmail ManagementNotion

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.

Social Media SupportLead ManagementGoogle Sheets (Advanced)ZendeskLive Chat SupportB2B SalesB2C SalesZoho CRMCold Email OutreachSalesforceZoomInfoCalendar ManagementCalendlyNotionEmail Management

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.

Email SupportSocial Media SupportLive Chat SupportZendeskExcel (Advanced)RecruitmentB2B SalesZoho CRMB2C SalesCold Email OutreachSalesforceCalendlyZoomInfoNotion

Quick Stats

Age26 years
English LevelFluent
Other Languages
SwahiliFluent
EnglishFluent
ID VerificationVerified

Education

Bachelor's Degree

USIU Africa

2017 - 2020