Job Description
Job Details
Embedded Finance – B2B (Payroll Financing)
- Grow payroll financing origination from existing customers
- Convert PF-ready but inactive or underutilised accounts
- Increase usage frequency and ticket sizes
- Partner with Risk, Finance, and Ops to remove activation bottlenecks
Embedded Finance – B2C (Employee Products)
- Drive employer consent and payroll integration readiness
- Work with Direct Sales Reps to scale employee activation and utilisation
- Use funnel insights to reduce drop-offs and improve conversion
SaaS Expansion & Upsell
- Upsell unbought modules including
- Run structured expansion conversations using value and ROI
- Collaborate with SaaS hunters, CSMs on complex upsell deals
TAO & Funnel Ownership
- Own assigned segments of the expansion funnel
- Track and improve conversion from:
- Existing → Activated → Active → Power users
- Forecast expansion revenue and identify at-risk opportunities
- Provide actionable feedback to Product, Risk, and Marketing
Requirements
- Bachelor’s Degree from a reputable university.
- 5-8 years of experience in account management, relationship management, or sales roles.
- Experience in SaaS, fintech, or financial services is strongly preferred.
- Proven experience managing existing customer accounts and driving upsell or expansion revenue.
- A good understanding of payroll processes, loans, or workforce management is an advantage.
- Familiarity with Embedded Finance, lending, payroll-linked financial products, or payments is a plus.
- Strong CRM usage and reporting discipline.
- Ability to work in a target-driven, performance-focused environment.