Partner Support Specialist
4 weeks ago
Position: Partner Support Specialist
About ConsumerDirect:
ConsumerDirect is the people-first-financial platform and creator of Smartcredit.com®, Scoremaster.com®, myLONA™, and Hogo®. We’re the first company to combine credit, privacy, money management, and identity protection all in one place, empowering everyday people to take ownership of their financial world. Download the Hogo® app and check us out
Position Overview:
As the Partner Support Specialist, you are the driver in setting up new partner accounts. Post-sale, you will build out our partner weblinks, conduct virtual trainings, and respond to any inquiries that funnel through our phones/emails. Your ultimate goal is to ensure our Partners receive the utmost customer service and that their needs are met to successfully achieve their business goals.
Job Requirements:
- Coordinate Partner on-boarding processes.
- Creating unique weblinks for each new partner onboard.
- Schedule initial virtual training call and prepare all materials for training sessions.
- Provide tech 1 support for all existing partners over the phone or virtually.
- Cultivate Partner relationships by providing outstanding customer service.
- Generate and send reports as requested by partners.
- Maintain constant communication with Partners through various channels such as telephone, email, and social media.
Qualifications:
- Bilingual English/Spanish.
- Tech savvy – able to give over the phone tech support (Level 1).
- At least 1 year of customer service experience or account management.
- Able to problem solve with little to no direction using critical thinking skills.
- Proficiency using the Microsoft Suite.
- Ability to work independently and collaboratively in a cross-functional team.
- Flexible to jump from project to project, keeping tabs of most duties.
- Other duties as assigned.
Our Benefits:
- 10 Paid holidays
- 401K Retirement Savings Plan
- Open time off policy (AKA unlimited vacation time)
- Company contributions towards medical/dental/vision plans
- $1500 annually contributed toward learning and development
- Daily catered lunches, coffee, and snack bar
- Opportunity to be a part of a great corporate culture - on OC's best places to work list 3 years counting
“ConsumerDirect embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.”
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