Customer Service Representative

About the Company

Our client is a alternative funding industry, businesses access capital to support their operations and growth. The company connects business owners with flexible funding opportunities while emphasizing client service, integrity, and strong business relationships.

Customer Service & Sales Support Representative

Experience Level: Entry-level, with the potential to grow into a sales role

Position Overview

We are seeking customer-focused professionals to join a growing Sales department in a customer service and sales support capacity. This position focuses on engaging prospective customers by phone, understanding their initial needs, and facilitating live transfers to the sales team.

This opportunity is well suited to someone who enjoys speaking with customers, building rapport, and developing their sales skills.

Key Responsibilities

• Engage prospective customers by phone in a professional and helpful manner.
• Ask introductory questions to understand customers’ business funding needs.
• Provide general information about the company’s services.
• Facilitate live call transfers to the appropriate sales representative.
• Maintain accurate records of customer conversations and follow-up needs.
• Coordinate with the sales team to support a smooth customer experience.
• Develop knowledge of the company’s offerings and sales process.

Qualifications

• Previous experience in customer service, phone sales, or a call center is preferred.
• Relevant backgrounds may include telecommunications, internet services, auto insurance, credit card services, or similar customer-facing environments.
• Strong verbal communication and active listening skills.
• Comfortable speaking with new customers and managing phone conversations.
• Ability to build rapport, stay organized, and document customer information accurately.
• Dependable, receptive to coaching, and motivated to learn.
• Interest in developing into a sales role.

Compensation & Growth

• Additional incentives for live call transfers.
• Potential to advance into a sales position as skills and experience develop.