Manager, Customer Retention Solutions

Job not on LinkedIn

November 20

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔄 Customer Retention Specialist

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Kapitus

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Finance • Fintech • B2B

Kapitus is a financial services company that provides customized financing solutions to small and growing businesses. It offers a range of products including business loans, lines of credit, equipment financing, revenue-based financing, invoice factoring, and purchase order financing, and operates both as a direct lender and through a broad financing network via its KapitusPLUS process. Kapitus emphasizes a streamlined application process that can generate multiple competing offers, supports clients with financing specialists and educational resources, and partners with providers like Experian to help businesses manage and improve credit.

201 - 500 employees

Founded 2006

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• Monitor, assess, and address the team’s customer approach and outreach through various sales tools, and in accordance with company policies and procedures • Manage reporting system and financial information pipeline in salesforce with management team • Review Dashboards and generate reports within salesforce and deliver findings to team members to align performance and accountability • Act as a player/coach to maintain both individual and team sales unit and volume goals, including offsetting monthly department goals as required • Contact, manage, and follow up with merchants’ requests, concerns, and needs in a timely fashion • Act as escalation contact for team and merchants, as appropriate • Maintain, grow, and build good rapport with key decision makers with client(s) • Review, facilitate, and expedite renewal submissions and contract funding for individual and team sales • Inspire and create a motivating environment through coaching, mentoring, and enablement • Provide opportunities to participate in both formal and informal developmental activities • Collaborate with team to build short- and long-term learning plans • Encourage open, candid exchange of ideas, and respectful challenges to status quo • Work with senior leaders and department head, to set expectations for all team members and hold employees accountable for results • Define objectives, identify, and evaluate trends and options • Promptly address performance issues, working with HR as appropriate • Lead hiring, performance management, compensation, and evaluation of team members • Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs • Other tasks and duties, as required by management

🎯 Requirements

• Bachelor’s degree preferred or equivalent combination of education and job experience • 3+ years of prior Sales Representative experience, ideally in Financial Services and/or consultative sales with demonstrable experience delivering • 4+ years of people management and coaching experience • Experience being a SME contributor for policies and procedures • Experience driving metric and quality performance within a 30-day cycle • Experience in performance management • Excellent verbal, written, and interpersonal communication skills • Excellent organization and time management skills • Ability to deal with ambiguity and change • Ability to perform in a high intensity environment • Ability to compute business math • Proficient in Microsoft Suite, CRM

🏖️ Benefits

• Competitive Base of $75,000. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience. • Incentive Commission Compensation Eligibility – earned monthly • Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: • Pet and car insurance discounts. • Financial services such as LegalShield. • Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. • Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. • Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. • Paid Time Off and Sick Time