Client Happiness Associate, Conversion & Sales

Earnest • San Francisco, CA

70d

About The Position

Our mission is to make higher education accessible and affordable for everyone. We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including private student loans, student loan refinancing, and access to thousands of scholarships. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you’re as passionate as we are about our mission, read more below, and let’s build something great together! The Client Happiness Associate, Conversion & Sales will report to the Senior Manager, Client Happiness.

Requirements

• 2-3 years of relevant sales and or customer success experience in relationship or consultative sales
• Strong communication and interpersonal skills
• Results-driven mindset with a focus on achieving and exceeding targets
• Passion for helping customers, delivering exceptional customer service, and building long-term client relationships.

Nice To Haves

• Ability to work effectively in a dynamic environment and adapt to changing priorities
• Familiarity with CRM software such as Zendesk, or similar tools, is preferred to effectively track customer interactions, update information, and manage leads
• Experience in the student lending, banking, or financial aid space.

Responsibilities

• Take a proactive approach via multiple channels (phone, emails, SMS, etc) in initiating contact with potential clients, employing engaging communication and tailored strategies to effectively address their needs and guide them through the decision-making process towards conversion.
• Work closely with clients to navigate any obstacles in the process, demonstrating problem-solving skills and a commitment to achieving conversion goals.
• Utilize CRM software and other tools to track customer interactions and manage leads effectively.
• Regularly review and assess personal performance against conversion targets, seeking feedback and employing self-directed strategies for continuous improvement in client engagement and conversion outcomes while achieving a high-quality standard of service.
• Assist in handling inbound calls related to Client Happiness Origination, demonstrating adaptability and a commitment to excellent service when needed.

Benefits

• Health, Dental, & Vision benefits plus savings plans
• Mac computers + work-from-home stipend to set up your home office
• Monthly internet and phone reimbursement
• Employee Stock Purchase Plan
• Restricted Stock Units (RSUs)
• 401(k) plan to help you save for retirement plus a company match
• Robust tuition reimbursement program
• $1,000 travel perk on each Earnie-versary to anywhere in the world
• Competitive days of annual PTO
• Competitive parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees