Sales Support Specialist

Biz2Credit Inc•New York, NY

29m•Onsite

About The Position

This Position is Fully On-Site, Non Exempt. The Sales Support Specialist role will have a strong focus on Customer Retention, the responsibilities will blend sales efforts with customer care, emphasizing long-term customer client relationships and ongoing satisfaction. The following is an overview of the combined responsibilities: Customer Engagement and Relationship Management 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. Sales and Product Promotion 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. Sales Support and Issue Resolution 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. Administrative and Compliance Support 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. Collaboration and Customer Experience Improvement 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.
Customer-focused, goal-driven, and adaptable.
Proficient with CRM software and Microsoft Office.

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.