Sales Specialist

Careers at Tide

United States

Hybrid

USD 19,000 - 21,000

Full time

14 days+

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Benefits offered by this job

Salary 16400–18450 EUR gross annually
25 days paid annual leave
3 paid volunteering or L&D days
Extended maternity and paternity leave
Personal L&D budget 250 EUR/year
Health & dental insurance
Mental wellbeing platform
Multisports card
Food vouchers
WFH equipment allowance

Job summary

Tide is seeking a customer-facing specialist to understand client needs and guide them to the best funding options. You’ll engage with prospective and existing customers, working to ensure a smooth digital journey and successful fund outcomes.

You'll interact with lenders, keep Salesforce data current, and help identify opportunities while contributing to a flexible, hybrid work model that supports in-person and remote collaboration.

Qualifications

  • Customer service oriented with strong communications.
  • Proven ability to build quick working relationships.
  • Comfort in fast-paced environments with attention to detail.
  • Passion for helping small businesses achieve their goals.
  • Experience supporting customers to find financial solutions.

Responsibilities

  • Manage inbound communications from customers.
  • Proactively contact prospective customers about financing options.
  • Support customers through the digital journey to secure funds.
  • Assist with deal progression; liaise with lenders at each stage.
  • Pitch lending products for the most suitable lenders.
  • Maintain up-to-date prospect information in Salesforce.
  • Identify trends and update customer profiles in Salesforce.
  • Ensure CRM data is captured and used for reporting.

Skills

Customer service
Relationship building
Results driven
Small business passion
Adaptability
Independence
Self-motivation
Pressure management
Troubleshooting
Call center experience
Team collaboration

Job description

ABOUT TIDE

At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting.

Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France.

Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love.

Tide facts:

  • Tide is available for UK, Indian, German and French SMEs
  • Over 2 million members across UK and India
  • Over $300 million raised in funding
  • Over 2,800 Tideans globally
  • Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026
  • We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg
ABOUT THE TEAM:

Our team guides businesses through the early stages of their journey in the funding market. We work with SMEs that have just begun operating and aren't yet sure what they're eligible for. Our main goal is to educate them and nurture a long-lasting relationship - so that as their business grows, our offerings grow with them

ABOUT THE ROLE:

This customer-facing role will focus on understanding the requirements of our customers and assisting them through the journey to find the best financial solution, ensuring that all of our customers have delightful, memorable experiences.

Some of the things you’ll be doing:

  • Managing inbound communications from our customers
  • Proactively contact prospective customers exploring finance options on our website and inbound enquiries
  • Ensuring all customers are supported through our digital journey with a successful outcome of securing the funds they require
  • Deal assistance; working with Lenders at each stage of the sales process
  • Confidently pitch lending products on behalf of our panel of lenders most suitable for our customers
  • Maintain accurate, up-to-date information on any prospects that you speak with (in Salesforce)
  • Monitoring and identify trends & anticipate needs to help you identify quality businesses who would need Funding Options whilst adding new or updated customer profile information into Salesforce
  • Ensuring that sales technologies, such as our CRM, are used accurately, promptly and correctly to enable effective data collation and reporting
WHAT WE ARE LOOKING FOR:
  • An obsession for delivering the highest level of customer service, along with superior communications skills
  • Ability to engage and quickly establish strong working relationships
  • A results-oriented work ethic with impeccable attention to detail, determination and drive
  • A passion for small businesses and helping them achieve their dreams
  • Ability and desire to work in a fast-paced environment and effectively engage with Customers to understand their customer’s requirements/needs so you can guide them to the solution
  • Work well independently as well as collaboratively with the wider business
  • You are self-motivated and have the ability to manage and to plan your day.
  • Ability to work well under pressure
  • Ability to troubleshoot issues quickly and effectively
  • Experience working on the telephones - sales or call centre based environments
  • Works effectively in virtual teams with colleagues, customers, suppliers and others
WHAT YOU’LL GET IN RETURN:
  • Salary: €16,400.00 - €18,450.00 gross annual
  • 25 days paid annual leave
  • 3 paid days off for volunteering or L&D activities
  • Extended maternity and paternity leave covered by the company
  • Personal L&D budget in the amount of 250 EUR per year (can be increased)
  • Additional health & dental insurance
  • Mental wellbeing platform
  • Fully covered Multisports card
  • Food vouchers
  • WFH equipment allowance
TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams.

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

TIDE IS A PLACE FOR EVERYONE

At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives.

We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.

At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.

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