Partner Services Advisor

Clicklease•West Valley City, UT

23d•$19 - $21•Onsite

About The Position

Supporting business partners by responding to inbound inquiries via phone, email, and internal systems. Resolving partner questions related to applications, funding status, account updates, and general platform use. Documenting interactions accurately in CRM and case management tools. Coordinating with internal teams to escalate and resolve complex partner issues. Maintaining a high level of professionalism and service quality in all partner interactions. Following established processes, compliance guidelines, and service-level expectations.

Requirements

1+ year of experience in customer service, partner support, or call center environment.
Ability to communicate clearly and professionally in written and verbal formats.
Ability to work full-time on site during scheduled hours.
Basic proficiency with computer systems, CRM tools, and office software.

Nice To Haves

Experience supporting partners or clients in financial services or fintech.
Experience working in a high-volume call or support environment.
Familiarity with CRM or ticketing platforms.

Responsibilities

Supporting business partners by responding to inbound inquiries via phone, email, and internal systems.
Resolving partner questions related to applications, funding status, account updates, and general platform use.
Documenting interactions accurately in CRM and case management tools.
Coordinating with internal teams to escalate and resolve complex partner issues.
Maintaining a high level of professionalism and service quality in all partner interactions.
Following established processes, compliance guidelines, and service-level expectations.