Upgrade, Inc.
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The Account Executive will join Upgrade's sales team to attract new merchants and contractors, managing the end-to-end sales cycle. Responsibilities include building client relationships, delivering sales presentations, and driving customer satisfaction, with a focus on go-to-market strategies and sales processes.
The Merchant Support role involves assisting the sales team by managing inbound and outbound calls, helping customers with product issues, evaluating loan applications, guiding merchants through onboarding, and collaborating with cross-functional teams to enhance customer satisfaction.
The AML Team Lead will manage the Financial Crimes Investigations Team, oversee day-to-day operations, provide coaching and feedback to analysts, design training opportunities, assign cases, and enhance team processes. This role requires communication with management and collaboration with other departments to ensure quality and efficiency in AML investigations.
