Clicklease

Sales

• Establishing and re-establishing relationships with partners in your assigned territory, including potential new partners
• Communicating and articulating Clicklease’s value proposition to achieve and exceed sales goals
• Collaborating with internal teams to ensure smooth onboarding of new partners and long-term account success
• Delivering presentations, demonstrations, and training sessions (virtual and in-person)
• Developing strategies and programs that increase sales volume with existing vendors and drive financing growth
• Leveraging resources to understand partners’ industries and business needs
• Keeping management informed of geographic and market opportunities
• Using Salesforce CRM diligently to capture partner data and maintain accurate notes
• Traveling for in-person partner meetings — up to 75% of the time

Area Sales Manager

Sales Development Rep

• Researching and prospecting potential partners through cold calls, emails, and social strategies with the goal of setting up demos for Account Executives.
• Following up consistently with leads via phone, email, and chat to maintain engagement and pipeline progression.
• Effectively communicating Clicklease’s value proposition to potential partners and small business owners.
• Qualifying inbound and outbound leads to ensure fit and readiness for Account Executive engagement.
• Diligently using CRM (Salesforce.com) to capture relevant data, maintain accurate notes, and manage the sales pipeline.
• Developing creative strategies for targeting decision-makers and driving conversion opportunities.
• Collaborating with Account Executives and Marketing to optimize outreach campaigns and messaging.
• Achieving or exceeding weekly and monthly activity and opportunity-generation goals.

Sales Development Representative

Accountant

• Entering and assisting in managing Accounts Payable transactions
• Supporting the Senior Indirect Tax Accountant in filing returns, entering bills, and processing business property tax payments across U.S. jurisdictions
• Facilitating journal entry transfers from lease management software to accounting software
• Ensuring daily lease payments and disbursements are scheduled and processed accurately
• Coding and reconciling credit card transactions within expense management systems
• Assisting with employee expense reimbursements and software management
• Assisting with check deposits and related documentation
• Providing accounting support to other internal departments
• Assisting with month-end reconciliations and reporting
• Supporting the accounting team with reporting and various tasks as needed

Staff Accountant

Collections

• Partnering with lessees to understand the reason for account delinquency and evaluating the customer’s financial situation
• Negotiating full payments or structured repayment terms based on customer capability
• Consistently learning and applying operational policies and State & Federal regulations governing collections
• Demonstrating professionalism and empathy during every customer interaction while exercising assertiveness when required
• Managing structured workdays with monitored calls for quality and accuracy
• Demonstrating strong organizational and time management skills to achieve department productivity metrics
• Completing other duties as assigned by leadership

Bilingual Collections Representative

Account Manager

• Build and strengthen relationships with vendor accounts in assigned territory
• Conduct daily pipeline reviews, identifying opportunities and driving follow-up actions
• Lead strategic, quota-driven conversations to move vendors efficiently through the sales cycle
• Deliver engaging product demonstrations and training sessions virtually or over the phone
• Communicate the Clicklease program and value proposition clearly and persuasively
• Collaborate with internal teams and the regional outside sales team for onboarding and vendor success
• Develop and execute strategies to grow financing volume with existing vendor partners
• Research vendor industries to understand client business needs and tailor solutions
• Summarize territory performance, pipeline activity, and market insights for weekly reporting
• Report geographic trends and business opportunities to management
• Maintain accurate records, notes, and activities in Salesforce CRM

Inside Account Manager

Inside Sales

• Build and strengthen relationships with vendor accounts in your assigned territory
• Conduct daily pipeline reviews, identifying opportunities and driving follow-up actions
• Ensure vendors move efficiently through the sales cycle by leading strategic, quota-driven conversations
• Deliver engaging product demonstrations and training sessions virtually or over the phone
• Communicate the Clicklease program and value proposition clearly and persuasively
• Collaborate with internal teams and the regional outside sales team to ensure smooth onboarding and long-term vendor success
• Develop and execute strategies to grow financing volume with existing vendor partners
• Research vendor industries to better understand client business needs and tailor solutions
• Summarize territory performance, pipeline activity, and market insights for weekly reporting
• Report geographic trends and business opportunities to management
• Maintain accurate records, notes, and activities in Salesforce CRM

Inside Sales Account Manager

• Partnering with lessees to understand the reason for account delinquency and evaluating the customer’s financial situation
• Negotiating full payments or structured repayment terms based on customer capability
• Consistently learning and applying operational policies and State & Federal regulations governing collections
• Demonstrating professionalism and empathy during every customer interaction while occasionally exercising assertiveness when required
• Managing structured workdays with monitored calls for quality and accuracy
• Demonstrating strong organizational and time management skills to achieve department productivity metrics
• Completing other duties as assigned by leadership
• Schedule: Monday - Friday with a rotating Saturday for weekend coverage.

Collections Representative, Bilingual

• Partnering with lessees to understand the reason for account delinquency and evaluating the customer’s financial situation
• Negotiating full payments or structured repayment terms based on customer capability
• Consistently learning and applying operational policies and State & Federal regulations governing collections
• Demonstrating professionalism and empathy during every customer interaction while occasionally exercising assertiveness when required
• Managing structured workdays with monitored calls for quality and accuracy
• Demonstrating strong organizational and time management skills to achieve department productivity metrics
• Completing other duties as assigned by leadership

Collections Specialist – Leasing and Finance

Operations

• Lead and grow the Merchant Cash Advance (MCA) operation in Costa Rica, including hiring, coaching, and managing the underwriting and operations team
• Develop, review, and continuously improve MCA processes including underwriting, servicing, collections to optimize speed, quality, and scalability
• Establish and enforce guidelines and policies aligned with company goals and market dynamics
• Oversee escalation management, working closely with executive leadership and ISO partners to resolve issues and align expectations
• Drive automation initiatives to reduce manual processing, improve data accuracy, and implement tech and AI solutions balancing efficiency and risk control
• Monitor competition and market trends (especially in the US MCA market) to recommend strategic adjustments and maintain competitive edge
• Collaborate cross-functionally with Sales, Risk, Compliance, and IT teams to ensure smooth end-to-end MCA lifecycle
• Analyze performance metrics, underwriting outcomes, and operational KPIs to identify areas for improvement and growth opportunities

MCA Operations Leader

Junior Accountant

Data Engineer

• Monitoring database performance and optimizing query execution for efficiency
• Ensuring data integrity, availability, and recoverability through backup and disaster recovery strategies
• Troubleshooting database issues and providing timely resolutions
• Collaborating with developers, analysts, and IT teams to design and optimize database structures
• Automating routine database administration tasks using scripting and database tools
• Managing database access and user permissions based on security best practices
• Building ETL (Export, Transform, and Load) operations to warehouse, data lake, etc.
• Designing and maintaining databases with strong SQL experience
• Data Analysis and Data modelling with cloud data platforms
• Staying up to date with emerging database technologies and best practices
• Effectively collaborate with business stakeholders, ML engineers, and data engineers

QA Engineer

• Create and maintain test automation frameworks using established software development methodologies and technologies
• Analyze user stories, use cases, and requirements for validity and feasibility
• Collaborate closely with QA engineers, product managers, software developers, and subject matter experts
• Manage and prioritize multiple projects simultaneously with minimal supervision
• Design and execute tests for both front-end and back-end systems
• Diagnose issues quickly and report them effectively
• Write clear, concise, and actionable bug reports
• Mentor junior QA engineers, promoting best practices across the team
• Adapt to new technologies while leveraging existing tools and methodologies to support the testing infrastructure
• Apply strong troubleshooting and problem-solving skills to ensure product quality

Area Sales Manager

Sales Development Representative

Staff Accountant

Bilingual Collections Representative

Inside Account Manager

Inside Sales Account Manager

Collections Representative, Bilingual

Collections Specialist – Leasing and Finance

MCA Operations Leader

Junior Accountant

Data Engineer

Senior QA Developer

Staff Accountant