Customer Success Representative
Core
Engage with high-intent inbound customers to guide them through loan applications and drive sales conversion across phone, email, SMS, and live chat.
Role type
Customer Success Representative (Sales/Conversion)
Builds
Personal loans for personal lending, renewable energy, and automotive finance markets
Domain
Fintech / Personal Lending
Deliverable
client delivery
Required skills
inbound sales, relationship building, CRM management, compliance adherence, multi-channel communication, lead re-engagement
Preferred skills
none stated
Technologies
CRM systems
Responsibilities
manage inbound customer pipeline, explain loan options and address concerns, re-engage warm leads, maintain accurate CRM records, escalate complex cases
Seniority
Mid-level, hands-on IC
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