Wise is a global technology company, building the best way to move and manage the world’s money.
Min fees. Max ease. Full speed.

Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money.

As part of our team, you will be helping us create an entirely new network for the world's money.
For everyone, everywhere.

More about our mission and what we offer.

About the role:

Wise is a pioneering global leader in international money transfers and financial services, dedicated to making cross-border transactions seamless and transparent. We are looking for a dedicated and dynamic Customer Success Specialist with expertise in sales to join our team. This unique role combines sales prowess and white-glove customer support to provide an exceptional experience for our existing and prospective high volume customers.

As a Customer Success Specialist, you'll be at the forefront of driving growth and cultivating relationships, mostly with consumers. Leveraging your in-depth understanding of Wise product offering and issue resolution, you'll be the driving force behind personalised, tailored experiences while deepening relationships with our high-volume customers. This role is for someone who is part financial consultant, part relationship manager, and part compliance expert. You will own the full client lifecycle for a portfolio of high-volume individuals and businesses, transforming high-potential leads into loyal, high-LTV (Lifetime Value) partners. You will be the human engine that de-risks complexity and unlocks millions in revenue by providing an unparalleled level of service and expertise that our automated systems cannot replicate.

Here’s how you will contribute to the team

• Client onboarding
  Act as a trusted advisor, conducting consultative calls to understand client needs, navigate them through complex compliance and onboarding requirements, and set clear expectations.

• Upsell and cross-sell
  Drive revenue growth and client retention by identifying and executing on upsell and cross-sell opportunities for the wider Wise product suite (e.g., Wise Business, Wise Assets).

• Analysis/Qualification
  Demonstrate judgement to qualify and scope/size the opportunities, supported in a data-driven way, whilst identifying where the highest return on investment comes from and deciding how and where to spend your time with the help of your team.

• Technical knowledge
  You will pick up different technical solutions and tools along the way.
  This also includes knowledge needed to understand the Wise product offering and solutions.

• Soft skills
  Effectively communicate our value proposition after identifying customer needs. Identify upsell opportunities and make sure customers understand what we’re able to offer them fully. Manage stressful situations with partners and make them feel heard and appreciated.

• Relationship management
  Build and nurture enduring client relationships through proactive engagement and personalized, out-of-the-box solutions..

• Stakeholder Management
  Manage simultaneous conversations with an array of stakeholders, internal and external. Nurture these relationships to influence and create long term value for all parties.

• Cross-team collaboration
  Act as the key liaison between high-volume clients and internal teams like Compliance, Product, and Payments Operations, translating complex internal requirements into simple, actionable steps for the customer.

• Ownership
  Take ownership of escalated issues, demonstrating sound judgment and commercial awareness to make critical decisions that protect both the client and Wise

Skills & requirements

• Fluent in verbal & written English, additional languages such as Spanish, Portuguese, German and/or French are a plus.
• Strong soft skills & ability to explain difficult concepts in simple terms.
• Great attention to detail and excellent problem-solving skills.
• Master the intricacies of KYC/CDD, source of funds verification, and cross-border payment operations to anticipate and solve potential roadblocks before they become client issues.bility to identify any compliance related red flags and mitigate risks (training will be provided).
• Previous experience in customer success, sales or account management roles.
• A strong drive to assist our customers and offer specialized, tailor-made experience.
• You thrive in a dynamic, fast-paced environment where each day presents varied tasks, ranging from customer calls to collaborating with the product team.
• Ability to multitask, take responsibility and make decisions in challenging situations.
• Punctuality, independence, productiveness and willingness to get things done.
• Great attitude towards giving & receiving feedback 
• Great team player working part of a cross office team  
• Analytical & critical thinking skills, with the ability to think ahead and make thorough decisions under pressure.

For everyone, everywhere. We're people building money without borders  — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.
Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visit Wise.Jobs.

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