Customer Success Associate
1 month ago
At Service First, our unique values serve as a compass for our actions and are the foundation of our culture.
- We promote innovation and are purposefully dynamic in our growth processes. We change, not just for the good of ourselves, but for the good of everyone involved.
- We hire people with the ability to think creatively, who use inspiration and imagination to solve problems by looking at them from unexpected perspectives.
We are seeking a dedicated and detail-oriented Customer Success Associate to join our team. This individual will be initiating outbound calls to customers intending to set appointments for our sales team to gain new business for the company. The successful individual will work closely with designated sales teams and referral partners, coordinating warm transfer phone calls to the sales team. This role requires excellent communication skills, attention to detail, and a commitment to delivering outstanding service to our clients.
Duties include:
- Follow up on leads for potential borrowers, schedule appointments, coordinate multiple calendars, and make follow-up calls as appropriate; providing exceptional customer service to borrowers
- Follow approved workflows to nurture sales leads.
- Ensure all phone conversations are professional and add value.
- Adhere to metrics and service level agreements as set by management.
- Utilize CRM as directed to track calls and follow-up.
- Communicate effectively and quickly to all parties, both internally and externally, about timelines and expectations to ensure all loans close on time.
Requirements
- 0-2 years of professional experience, with a preference for Customer Service, Sales or Call Center experience.
- Bachelor’s degree is a plus.
Skills:
- Strong written and verbal communication skills aligned to heavy phone volume.
- Goal-driven to achieve targeted results.
- Perseverance in overcoming obstacles and ability to handle rejection.
- Self-driven with the ability to work in an ambiguous environment with minimal guidance or supervision.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements.
- Proficient with Microsoft Office.
- High level of integrity, discretion, and professionalism in handling confidential and sensitive information.
- Ability to adapt quickly and learn to utilize new software and tools as needed
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Short Term & Long Term Disability
- Training & Development
- Wellness Resources
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