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Merchant Cash Advance – Account Executive
Establish relationships with clients by calling and/or emailing potential clients in need of financing through Merchant Cash Advance, Term Loans, SBA Programs, Lines of Credit.
Customer Engagement Representative
You will be responsible for providing effective customer service for all customers by using knowledge of company products and services. You will interact with clients to provide information with the goal to have them complete their application to proceed into our system/portal to appease their needs.
Customer Engagement Representative
FULL TIME
We are seeking a customer engagement representative with sales experience preferred, to join our team. In this role, you will be responsible for providing effective customer service for all customers by using knowledge of company products and services. You will interact with clients to provide information with the goal to have them complete their application to proceed into our system/portal to appease their needs. The ideal candidate will have expert communication and listening skills, that is keen on working in a fast-paced environment and willing/able to speak with a lot of clients daily. By listening effectively to find the root cause of issues and communicating in a clear and friendly way and are able to solve the issue and provide a positive customer experience.
Customer Engagement Representative Duties and Responsibilities
- Reach out to prospective clients to help them complete the application process
- Provide appropriate and correct information to clients that have started the application process
- Maintain a positive attitude, even when faced with misplaced criticism or frustration
- Able to learn quickly and move on from both success and failure
- Guide clients on how to upload documentation into our system
- Provide timely feedback to company management regarding challenges or customer concerns
- Listen, document, and help resolve conflicts with customers
Customer Service/Call Center Representative Requirements and Qualifications
- High school diploma
- College Degree preferred
- Proven Experience in a call center environment
- Previous customer service experience
- Computer experience and aptitude
- Patience for dealing with confused or irate customers
- Problem-solving skills, and the ability to think under pressure
- Commitment to continuing education about the company, products, and services
Job Type: Full-time
Pay: $18.00 – $20.00 per hour
Application questions
You have requested that Indeed ask candidates the following questions:
- How many years of Customer Service experience do you have?
- How many years of sales experience do you have?
- What is the highest level of education you have completed?
Job Type: Full-time
Salary: $40,000.00 – $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
Merchant Cash Advance – Account Executive
FULL TIME
Responsibilities
- Establish relationships with clients by calling and/or emailing potential clients in need of financing through Merchant Cash Advance, Term Loans, SBA Programs, Lines of Credit.
- Taking/Making calls daily to/from potential customers daily (No Cold Calling)
- Communicate with prospective clients pricing and terms of financing in addition to collecting required documentation
- Maintaining database of prospective client information
- Operating CRM Software (Training provided)
- Communicating well with other sales team members
- Interact daily with sales, underwriting, and servicing teams
Requirements/Qualifications
- 0-1+ years of work experience in a financial sales role
- Excellent written / verbal communication and relationship management skills; ability to build and retain relationships
- Self-motivated and self-directed.
- Ability to work independently or as an active member of a team.
- Desire for learning and growth; ability to quickly learn industry and project management
- Team player with positive attitude and strong interpersonal and relationship building skills
- Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) a plus
- College degree or equivalent
Benefits & Perks:
- Lead Rich Environment – warm leads delivered to you daily
- Paid vacation and holidays
- Health Insurance and 401k
- Salary + Commission
Work Remotely
- No
Job Type: Full-time
Salary: $40,000.00 – $65,000.00 per year
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