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Renewal Specialist
4 months ago
A consultative sales role in which you are responsible for the satisfaction, retention and renewal of IOU funding clients. Reporting to a Sales Team Lead, this role takes a motivated and organized individual who will enjoy interacting with a wide range of small business owners and taking a consultative approach to understanding their needs, while also building trust and selling loan renewals.
Responsibilities:
* Manage your sales pipeline to drive a steady flow of customer interactions via phone, email and SMS - KPIs and targets to be defined with your Team Lead
* Establish client needs and deliver targeted communications:
* Educate clients on loan repayment terms, costs and potential savings
* Develop trust and gain an understanding of their business funding needs
* Identify renewal opportunities and explore options to renew funding
* Retain and renew clients who are ready to switch to another lender
* Prepare files for renewal by gathering and reviewing bank statements and ensuring that all pre-funding conditions are met, adding notes to the file to help with the closing
* Collaborate with the (internal) Account Executive to make any adjustments to the terms of the loan
* Submit renewal-ready files to Operations for closing
* Maintain detailed tracking of opportunities using spreadsheets and/or CRM software
Qualifications
* Previous sales experience is a strong asset; experience with business lending and/or consultative sales is also an advantage to this role
* Strong communication skills and understanding of sales process
* Demonstrated ability to set goals and achieve them
* Proficient in Microsoft Office Suite and must be able to adapt and learn new technologies/ software seamlessly
If you are interested in applying, please email your resume to Kim Haffey, subject line: Renewal Specialist.
