Client Happiness Associate, Conversion & Sales

Job not on LinkedIn

October 18

🏄 California – Remote

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

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🦅 H1B Visa Sponsor

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Earnest

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Fintech • Finance • B2C

Earnest is a financial technology company specializing in refinancing and consolidating student loans. It offers options to help clients reduce their interest rates and tailor loan payments to fit their budgets, without any credit impact. The company focuses on client satisfaction, providing in-house support and flexible refinancing solutions. Earnest's services include refinancing student loans, Parent PLUS refinancing, and personal loans, with the aim of making higher education more affordable and manageable for students and their families. Known for transparent practices and competitive rates, Earnest has refinanced over $19. 6 billion in student loans.

201 - 500 employees

Founded 2013

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• 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.

🎯 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. • 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.

🏖️ 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