About the position
At Biz2Credit, we are looking for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward. As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible. But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work. So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.
Responsibilities
- Serve as a primary point of contact for potential, existing, and returning customers, building, and nurturing long-term relationships.
- Proactively reach out to customers to ensure they are satisfied with products and services, addressing evolving needs and recommending additional products.
- Maintain regular check-ins with customers to build trust, identify new opportunities, and ensure their financial goals are being met.
- Respond to customer inquiries regarding their financing or financing application.
- Help resolve any servicing issues that may arise during the repayment period.
- Assist customers in understanding and selecting the right financial products or services, including revenue-based financing, business term loans, commercial real estate loans and other small business funding options.
- Help sales team meet its targets while also meeting customer needs.
- Provide expert assistance to customers, troubleshooting issues related to transactions, accounts, or product use.
- Resolve complaints and concerns swiftly, ensuring a positive customer experience.
- Offer guidance on account management and ensure the resolution of any service-related issues to maintain customer satisfaction.
- Provide support to case managers by assisting with customer inquiries, documentation, and follow-ups.
- Perform outreach to customers to obtain feedback regarding customer journeys and document feedback to identify areas for improvement.
- Monitor and respond to customer tickets and reviews across various platforms, including Trustpilot, Google, and the Better Business Bureau.
- Maintain detailed records of customer interactions, sales activities, and retention efforts to track progress and improve customer service strategies.
- Support the Compliance Team in ensuring that all transactions, account changes, and service agreements meet regulatory compliance standards.
- Assist with preparing sales reports, retention metrics, and customer feedback to inform strategy.
- Work closely with sales, marketing, and support teams to create seamless customer experiences.
- Use customer feedback to help drive product and service improvements, enhancing overall satisfaction.
- Collaborate on customer loyalty programs, referral incentives, and personalized offers that drive retention and long-term engagement.
Requirements
- Bachelor’s degree in business, finance, marketing, or related field.
- 2-4 years in sales, customer service, or client retention within financial services.
- Proven track record of meeting sales and retention targets.
- Familiarity with CRM systems.
- Strong sales and negotiation abilities.
- Excellent communication and interpersonal skills.
- Problem-solving and conflict resolution.
- Analytical thinking to spot trends and improve strategies.
Nice-to-haves
- Customer-focused, goal-driven, and adaptable.
- Proficient with CRM software and Microsoft Office.
Benefits
- Generous medical, dental, and vision insurance.
- 401K match, stock options, commuter benefits, and employee incentive plan.
- Catered lunch and team events.
