Client Success Representative

Full-time | Part-Time | Contract

Client Success Representative


$15-18 / Hour

Experience Needed

3-5 Years

Job Description

You’re a positive, motivated person seeking an opportunity with career growth potential.
You connect quickly with others, enjoy building relationships, appreciate variety in your work, and have the pleasure of helping people.

Why You?

  • Goal Oriented – You have a sense of urgency in completing your assigned tasks.
  • Multitasking – You like working with people with differing needs.
  • Competitive – You like to WIN!
  • Persuasive – You can quickly engage strangers to align their needs with our products/services.
  • Empathetic – You connect quickly to the needs of others and can adapt your presentation to match.

Why You’ll love it here:

  • Base wage (very competitive).

  • UNCAPPED commissions are paid monthly.

  • INCENTIVES – gamification, contests in a casual and fun working environment.

  • Employee development, coaching, and training

  • Work-life balance with a 40-hour work week.

  • Health insurance benefits after 90 days


  • Receiving inbound calls and applications from potential clients and small business owners through various marketing resources.

  • Assisting customers by gathering information on their financial situation and presenting possible solutions, including our multiple funding programs.

  • Provide customers with accurate information regarding their financial analysis

  • Maintaining a consultative relationship with the customer throughout the process.

  • 3 years of continuous sales experience (inside/ phone preferred).

  • Lending experience preferred.

  • Commissioned sales experience – who wants more than a base wage!

  • Track record of success and top-ranking sales performance.

  • Maintain and build relationships with new and existing customers.

  • Review potential opportunities and develop sales strategies for each customer account.

  • Track record of maintaining, prospecting, and developing an account base.

  • Achieved BA/BS degree or equivalent.

  • Background in Finance

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