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Conversion Associate
2 weeks ago
Earnest's goal is to ensure everyone can access and afford higher education. We empower current, future, and previous students to optimize their financial futures by providing helpful guidance and effective products.
We create tools to help individuals take charge of their financial destinies, such as:
- Private student loans - offering low rates, customer-centric service, and flexible payment options.
- Student loan refinancing - freeing individuals from high interest rates and monthly payment burdens.
- Scholarships - granting access to numerous opportunities for students to reduce their expenses.
The Conversion Associate role will be under the supervision of the Conversion Manager.
As a Conversion Associate, your responsibilities include:
- Taking initiative through various channels (phone, email, SMS) to engage potential clients, using tailored strategies to address their needs and guide them towards conversion.
- Collaborating with clients to overcome conversion obstacles, showcasing problem-solving abilities and dedication to meeting conversion targets.
- Using CRM software and other tools to track customer interactions and manage leads efficiently.
- Monitoring personal performance against conversion goals, seeking feedback, and employing self-improvement strategies for better client engagement and conversion rates, while upholding service quality.
- Assisting in managing inbound calls related to Client Happiness Origination, displaying flexibility and a dedication to exceptional service as required.
Your Contribution:
- You will play a pivotal role in guiding potential clients through the application process, focusing on enhancing conversion rates and improving the client journey.
- Collaborating with various departments to uphold top-tier service standards for clients, proactively addressing issues that may impact service quality or customer satisfaction.
Requirements:
- 2-3 years of relevant sales or customer success experience in consultative sales.
- Excellent communication and interpersonal skills.
- Results-oriented mindset with a focus on surpassing targets.
- Passion for assisting customers, delivering exceptional service, and fostering long-term client relationships.
Preferred Skills:
- Ability to thrive in a dynamic environment and adapt to shifting priorities.
- Familiarity with CRM software like Zendesk to effectively manage leads and customer interactions.
- Experience in student lending, banking, or financial aid sectors.
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