Customer Success Advisor

At Clicklease, we're on a unique mission – to empower the small business owners often overlooked by traditional lenders. If you're considering joining our team, envision yourself at the heart of our vibrant headquarters in West Valley City, UT, or contributing to our impactful operations from Radial, Alajuela, Costa Rica. At Clicklease, we've cultivated a dynamic work environment that goes beyond routine services. At Clicklease, you'll play a pivotal role in transforming equipment financing into a gateway for entrepreneurs to turn their dreams into reality. If you're passionate about purpose-driven work, innovation, and making a tangible impact, Clicklease is where your career journey begins.

Join us in shaping a future where every business owner has the opportunity to thrive.

Modality: Hybrid

Schedule: 10:00 am – 7:00 pm Monday - Friday

What You'll Be Doing

• Address inbound and outbound calls, emails and chat requests from customers including but not limited to online application process, lease agreement, payments, and other general customer inquiries from approved applicants finalizing transactions to get equipment from participating dealers/vendors
• Work with our vendors to solve any issues they have with their applications or invoices
• Consistent follow-up with prospects via phone, email, and messaging to answer customer questions and solve problems about their account
• Effectively communicate the company’s value proposition to end-users (business owners)
• Provide feedback/suggestions on processes employed by the team to achieve funding growth
• Diligently use CRM (Salesforce.com) to capture relevant data and keep comprehensive and accurate prospect notes
• Other duties may be as assigned as needed
  
  

What You Have

• Drives for Results meets or exceeds multiple/simultaneous deadlines while supporting a calm, fun loving, and always professional demeanor
• Desires to further develop their own customer service skills and business acumen
• High success rate in meeting and exceeding goals
• Self-starter who wants to work hard and contribute every day to a thriving organization with ability to understand Clicklease’s evolving needs
• Effective Communicator – clearly and proactively communicates to management, peers, and customers
• Magnetic Personality – able to create an instant connection with customers & co-workers
• Contributes to the culture of Clicklease as a team player as well as living the Clicklease values
• Consistently brings an engaged, positive attitude and likes to WIN!
  
  

What Will Make You Stand Out

• Minimum of 1 years of experience in Outbound B2B/B2C Sales
• At least 1 years of experience in the Call Center industry
• Financial Services and/or leasing experience
• Tech savvy and experienced with CRM software
  
  

What We Offer

• An amazing culture
• Medical insurance
• Life insurance
• Paid time off and holidays
• Asociación Solidarista
• Ask us about our two annual parties during your interview ;)
• Office located near the airport in Alajuela
  
  

Clicklease only accepts resumes submitted in English

Clicklease is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring that all employees and job applicants are treated with respect and dignity regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.