Epos Now is a global technology company empowering merchants across
74 countries
with
AI-powered POS systems
,
integrated payments
, and
embedded finance solutions
.
With over
80,000 business locations
using our platform and access to more than
130+ apps and integrations
, we help retailers, hospitality operators, and service businesses run more efficiently, make smarter decisions, and grow with confidence.
From smart POS systems and payments to flexible funding solutions through
Epos Now Capital
, we're committed to giving business owners the tools they need to thrive.
About the Role
We're looking for a motivated and customer-focused
Capital Upsell Representative
to help our customers access flexible funding options through
our partners.
In this role, you'll engage existing customers, introduce funding solutions that support business growth, and guide them through the application process. You'll operate in a fast-paced, target-driven environment where your work will have a direct impact on both customer success and company growth.
If you're commercially minded, confident on the phone, and eager to develop your career in fintech sales--this role is for you. ?
What You'll Be Doing
Customer Outreach & Engagement
Proactively contact eligible customers about Capital Funding products.
Hold clear, value-driven conversations tailored to customer needs.
Support customers through the application process.
Cross-sell
Instant Settlement
and
Epos Now Banking
to EN Payments customers.
Refer non-EN Payments customers to the Upsell team.
Achieve daily/weekly KPIs (calls, talk time, referrals, funded loans).
Multi-Channel Communication
Conduct follow-ups via phone, SMS, and email.
Respond to interest generated by Back Office adverts and marketing campaigns.
Maintain consistent messaging aligned with Product and Marketing.
Pipeline Management & Reporting
Keep CRM notes updated with accurate tags and outcomes.
Report daily activity to the team.
Share insights on customer behaviour to improve targeting and messaging.
Cross-Functional Collaboration
Provide feedback to Product to enhance customer journeys.
Work with Marketing to optimise Back Office adverts.
Support wider Upsell initiatives as part of a collaborative team.
What We're Looking For
? Essential Skills
Confident communicator with strong phone-based customer experience.
Comfortable in a target-driven, fast-paced sales environment.
Ability to clearly explain products and value propositions.
Highly organised with excellent attention to detail.
Self-motivated, proactive, and strong at managing follow-ups.
Ideal Backgrounds
Candidates with experience in the following areas will thrive:
Outbound or consultative sales
Financial services or fintech
Customer success or account management
Contact centre or phone-based sales
Retail/hospitality managers looking to move into fintech
Desirable Experience
Selling financial or lending products (preferred but not essential).
Understanding of capital or funding solutions.
Experience with payments, SaaS, or small-business products
Internal Candidate Note
If you are an existing Epos Now employee interested in this role, please
discuss the opportunity with your line manager before applying
.
You must ensure you meet the internal candidate criteria and can evidence the skills and behaviours required for this role.
Application Process
The application process for this role includes:
Short screening call
with our recruitment team.
If successful, a
two-stage interview process
with the hiring lead.
This ensures we understand your experience, skills, and suitability for the role, while also giving you the chance to learn more about the team and Epos Now.
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