Account Development Representative

Lendio•Lehi, UT

About The Position

Lendio is hiring an Account Development Representative for its small-scale optimization team. The role supports business insight and automation while building and maintaining trust-based relationships with business partners across the organization. The representative will align people, processes, and systems across the Digital Marketing and Customer Success ecosystem, collect customer information, and answer customer questions. The position supports prospect outreach and lead generation, works with senior sales teams and sales representatives, and serves as an initial contact for new business prospects. It also involves maintaining customer records, responding to business owners and customer queries, identifying customer needs, and collaborating with Sales and Operations on processes and procedures. The schedule is Saturday through Wednesday, with Thursday and Friday off. Candidates are asked to confirm they can work this schedule. The posting lists competitive pay but does not provide a specific range. Lendio describes itself as a mission-driven small business financial solutions provider and an equal opportunity employer.

Requirements

Exceptional written and oral communication skills.
Strong work ethic and eagerness to learn and make new connections with prospects.
Excellent problem-solving skills and willingness to collaborate in a competitive environment.
Strong phone contact-handling skills and active listening.
Customer orientation and ability to adapt and respond to different types of people.
Ability to multitask, prioritize, and manage time effectively.
Ability to handle a high volume of outbound calls.
Ability to work Saturday through Wednesday, with Thursday and Friday off; applicants are asked to confirm availability for this schedule.

Nice To Haves

Interest in closing deals using complex market research and a focus on continued learning and improvement.

Responsibilities

Execute outreach strategies and develop new lead-generation methods.
Support senior sales teams and sales representatives with outbound strategies and lead-generation efforts.
Monitor and attend prospect meetings, handle introductions, and follow up with sales representatives.
Serve as the first point of contact for new business prospects and determine next steps for each prospect.
Collaborate with sales teams and contribute lead-generation ideas at weekly meetings.
Maintain customer records by updating account information.
Identify customer needs and take proactive steps to maintain positive experiences.
Respond to customer queries and business owners in a timely and effective manner.
Work with Sales and Operations on processes and procedures.
Provide accurate, valid, and complete information.
Keep records of customer interactions, process customer accounts, and file documents.
Engage customers and go the extra mile to support them.