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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.

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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.

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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: