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.