Business Development Representative

Business Development – Client Retention Specialist

$20-21/hour starting · Training provided · Incentive potential

Be the Strategic Anchor That Keeps Our Clients Winning

A strong entry-level path into finance. We train you, you must be coachable. This is a high-focus, lock-in role: client-facing, on the phone, organized, and driven by initiative. Not a casual support seat.

Our reps protect the business and keep the portfolio strong. You’ll run win-back campaigns, check in on active accounts, solve problems, and build real rapport. Your voice directly shapes client outcomes.

Core Responsibilities

• Win-Back & Retention: Re-engage dormant accounts and lock in long-term retention.
• Portfolio Health: Proactively check in on active clients, resolve friction, and keep satisfaction high.
• Account Navigation: Guide clients through program updates so they feel supported at every step.
• Growth Coordination: Spot expansion signals and schedule reviews with the sales team.
• CRM Tracking: Keep precise records of every touchpoint.

You Need To Be

Coachable. Comfortable on the phone. Organized. Willing to take initiative. Able to lock in and stay focused.

Compensation: $20-21/hour starting, with potential for incentives as you grow.

Want a real start in finance? Bring focus. We’ll train you.