Financeit

Customer Success Manager

• Act as Bilingual Customer Success Representative for Financeit, answering Partner and Borrower questions and troubleshooting issues.
• Provide top-notch customer service via inbound and outbound phone calls and email.
• Respond promptly and maintain detailed notes and customer information.
• Oversee, post, reconcile, and balance daily financial transactions related to loan payments and reversals.
• Maintain strict service level agreements for payment processing and daily, weekly, and monthly reconciliations.
• Understand Financeit’s services and products to support partners and borrowers.
• Identify opportunities to improve the overall customer service experience and act as an internal champion for Partners/Borrowers.
• Work on special projects to improve customer experience.
• Schedule flexibility: full-time Monday–Friday between 9:00 AM and 9:00 PM with 1–2 weekend shifts per month on average.

Customer Success Representative, Bilingual French

Sales

• Drive sales volume in a defined territory by working with existing accounts and hunting and qualifying new prospects.
• Engage directly with owners, finance managers and sales teams of Home Improvement and Home Services businesses to sell consumer financing platform and programs.
• Use cold calling and hunting techniques to generate new dealer relationships and close deals.
• Spend at least 50% of time in the field meeting clients and prospects.
• Develop and implement business development strategies and actionable sales plans to target new dealers and drive origination.
• Conduct market research to identify trends, opportunities, and competitive landscape.
• Monitor and analyze sales performance metrics; prepare forecasts, reports and presentations for leadership.
• Collaborate with marketing, product development, and other internal teams; represent the company at industry events and execute merchant training and coaching sessions.

Customer Success Representative, Bilingual French

Regional Sales Manager