Customer Upselling Associate

About the Role

The Customer Upselling Associate is a full-time, remote role focused on engaging existing customers to identify opportunities for upselling and cross-selling products and services.

Key Responsibilities

• Communicating with customers via phone, chat, or email.
• Understanding customer needs and recommending appropriate additional offerings.
• Providing responsive customer support and resolving basic inquiries.
• Ensuring each interaction strengthens customer satisfaction and loyalty.
• Collaborating with sales and customer experience teams.
• Following defined scripts and guidelines.
• Using CRM tools to document interactions and track performance.
• Participating in training sessions.
• Meeting upsell targets.
• Contributing feedback to improve processes and customer journeys.

Requirements & Tech Stack

• Customer-facing skills: Strong Customer Support, Customer Service, and Customer Experience capabilities.
• Sales-focused skills: Sales skills, including upselling, cross-selling, and influencing customer decisions ethically.
• Training and development skills: Ability to absorb product knowledge, follow procedures, and help improve team performance.
• Communication and interpersonal skills: Clear verbal and written communication, active listening, and ability to build rapport.
• Technical and operational skills: Comfort using CRM or ticketing systems, basic computer proficiency, and ability to work effectively in a remote, metrics-driven environment.

Qualifications

• Prior experience in customer service or sales in a contact center or similar environment is preferred.
• Familiarity with technology-driven services is an advantage.
• High school diploma or equivalent required.
• Further education in business, communications, or related fields is beneficial.