Credit Suite, Business Credit Specialists

Financial Planning and Analysis

• Handle 20+ inbound and outbound calls per hour with professionalism and empathy
• Guide clients through our business credit-building program
• Use platforms like HubSpot and GHL to manage communication and tasks
• Support clients via email and follow-up as needed
• Collaborate with our remote team to ensure outstanding service delivery

Credit & Finance Advising Assistant

Account Manager

• Identify, recruit, and activate influencers, affiliates, and partners aligned with small business, credit, or finance audiences.
• Leverage existing relationships to deliver fast wins—and build new partnerships through targeted, strategic outreach.
• Own the full lifecycle: outreach → relationship-building → onboarding → performance tracking.
• Lead or join podcast conversations, virtual events, and co-branded campaigns that deepen engagement.
• Partner with internal teams (marketing, sales, partnerships) to align messaging and optimize promotion.
• Launch innovative affiliate campaigns that drive qualified leads and high conversion rates.

Growth and Partnerships Manager

Business Development Rep

• Identify, recruit, and activate influencers, affiliates, and strategic partners already engaged with business credit, finance, and small business audiences.
• Bring existing relationships to the table and drive net-new ones with a clear, targeted outreach strategy.
• Convert interest into revenue through strategic outreach, personalized messaging, and strong follow-through
• Host podcast conversations and virtual meetups to build rapport, share value, and nurture connections
• Identify opportunities to promote our content and tools through aligned audiences and partner channels
• Collaborate with internal teams (marketing, sales, partnerships) to align on messaging and optimize outreach
• Own the full cycle of partnership development—from outreach to onboarding to driving results
• Develop and execute innovative affiliate campaigns that drive qualified leads and conversions

Credit & Finance Advising Assistant

Growth and Partnerships Manager

Business Development Specialist