Sales Operations Specialist

Mosaic.tech; Bengaluru; On-site; INR 420,000 - 600,000; Full time

Benefits offered by this job

Meaningful ownership from day one.

Collaborative high-performing team

Breakfast/lunch/snacks at office

Job summary

Refyne is seeking a Sales & Support Specialist to help drive outbound sales, manage onboarding, and support customers in Bengaluru. You will guide users through KYC processes and coordinate with product and engineering to resolve issues.

Leverage CRM and omnichannel tools to support customers, nurture leads, and grow revenue while minimizing churn with a consultative, empathetic approach.

Qualifications

• 1–3 years of experience in Sales, Business Development, or Sales-Support roles within FinTech, Digital Payments, or Banking.
• Solid understanding of digital financial services, payment flows, and digital onboarding frameworks.
• Proficiency with CRM platforms (Salesforce, HubSpot) and customer support software (Zendesk, Freshdesk, Intercom).

Responsibilities

• Qualify incoming leads and execute targeted outbound phone campaigns to convert new users and achieve sales targets.
• Manage the end-to-end sales pipeline within CRM tools, tracking customer interactions and negotiating contract terms.
• Guide new customers through account setup, document submissions, and KYC verification for seamless onboarding.
• Provide fast, accurate omnichannel support across phone, email, live chat, and ticketing systems (Zendesk/Freshdesk).
• Troubleshoot payment, settlement, transaction, or UI issues, escalating bugs to Product and Engineering teams.
• Conduct proactive check-ins with existing accounts to minimize churn and identify cross-sell or upsell opportunities.

Skills

Sales experience

CRM proficiency

Communication skills

Empathy

Problem solving

Tools

Salesforce

HubSpot

Zendesk

Freshdesk

Intercom

Job description

About the Role

At Refyne, sales and customer support aren't separate functions—they are about building trust at every interaction. Sitting at the intersection of business expansion and user satisfaction, you will drive customer acquisition while ensuring post-onboarding success. As a Sales & Support Specialist, you will manage outbound sales campaigns, walk users through KYC setups, and resolve account-related inquiries. Joining us means delivering fast, empathetic, and solution-driven experiences that convert leads and maximize long-term retention.

How You'll Make an Impact

• Qualify incoming leads and execute targeted outbound phone campaigns to convert new users and achieve sales targets.
• Manage the end-to-end sales pipeline within CRM tools, tracking customer interactions and negotiating contract terms.
• Guide new customers through account setup, document submissions, and KYC verification for seamless onboarding.
• Provide fast, accurate omnichannel support across phone, email, live chat, and ticketing systems (Zendesk/Freshdesk).
• Troubleshoot payment, settlement, transaction, or UI issues, escalating bugs to Product and Engineering teams.
• Conduct proactive check-ins with existing accounts to minimize churn and identify cross-sell or upsell opportunities.

What Makes You a Great Fit

• 1–3 years of experience in Sales, Business Development, or Sales-Support roles within FinTech, Digital Payments, or Banking.
• Sound understanding of digital financial services, payment flows, and digital onboarding frameworks.
• Proficiency with CRM platforms (Salesforce, HubSpot) and customer support software (Zendesk, Freshdesk, Intercom).
• Exceptional verbal and written communication skills with a consultative selling approach and strong empathy.
• High problem-solving ability with a track record of resolving technical or account inquiries under tight SLAs

What You'll Be Part Of

The Team You’ll be part of a dynamic Growth team that seamlessly balances sales acquisition with high-touch user engagement.

The Platform You will serve as a frontline touchpoint for Refyne's financial platform—ensuring every new user moves from sales conversion to active platform usage effortlessly.

Perks at Refyne

• Meaningful ownership from day one. Work in a flat organization where your ideas are heard and your contributions have real impact.
• An exceptional team, Collaborate with ambitious, high-performing teams that challenge and support you to do your best work.
• Experience a collaborative culture where every customer insight helps shape better products.
• Fuel for your best work. Enjoy complimentary breakfast, lunch, and snacks at the office.