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.
💬 What You’ll Be Doing
* 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).
* 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.
* 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.
* 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.
* 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.
🔑 Qualifications & Experience
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
Additional relevant 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
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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