SmartFinancial

Call Center Representative

• Conduct 200+ outbound calls/day to prospective customers to introduce products and services.
• Develop a thorough understanding of our product offerings to address customer inquiries effectively.
• Encourage the customer to receive a competitive quote from a licensed agent
• Engage in warm calling strategies to build rapport with potential clients.
• Meet or exceed daily call quotas while maintaining a high level of customer satisfaction.

Contact Center Agent

• Oversee the daily activities of a performance focused Call Center staff
• Responsible for ensuring that the Call Center staff is meeting production targets and revenue goals
• Conduct and review quality control audits to monitor team's performance
• Coordinate, monitor, and track performance deliverables and workflow process management
• Oversee time management and efficiency behaviors
• Address problems requiring coaching or corrective action
• Perform recurring administrative and analytical duties
• Partner with People Operations to address employee grievances and HR issues
• Ensure agents' compliance with all legal and departmental policies
• Collaborate with leadership on ongoing process management
• Help maintain high level of employee engagement through various channels
• Assist with call volume by taking inbound/outbound calls
• Report to leadership virtually on a daily basis
• Other duties as assigned

Contact Center Team Lead

Account Manager

• Identify, develop, and negotiate supply-side deals with premium publishers and digital media platforms.
• Expand distribution across editorial, SEO, marketplace, and personal-finance channels.
• Oversee API, S2S, postback, pixel, and programmatic integrations for click, lead, and call distribution.
• Monitor traffic quality and ensure full compliance with internal policies and industry standards.
• Analyze funnel metrics including RPL, EPC, CTR, conversion rates, bind rates, and partner-level trends.
• Serve as the bridge between external partners and internal product, engineering, creative, and analytics teams.
• Bring market insights and partner requirements to influence product roadmap and supply strategy.

Strategic Partnerships Leader

Account Executive

• Conduct 150-250 outbound calls daily to insurance agents and agencies
• Educate potential clients about our products and services and drive sales
• Meet or exceed agreed-upon sales targets
• Network and establish strong relationships with new clients
• Handle the entire sales process from initial contact to deal closure
• Maintain accurate records of all sales activities and client interactions in our CRM system
• Collaborate with team to drive growth for insurance agencies

Inside Sales Representative

Recruitment

• Collaborate with hiring managers to determine staffing needs and develop effective recruitment strategies
• Source potential candidates through online job boards, social media, and networking
• Screen resumes and conduct initial phone interviews to assess qualifications and cultural fit
• Coordinate and schedule onsite interviews with hiring managers
• Manage the entire recruitment process including job postings, interview coordination, and offer negotiation
• Maintain a strong pipeline of qualified candidates for current and future openings
• Ensure a positive candidate experience throughout the hiring process
• Stay up-to-date on industry trends and best practices in talent acquisition

Contact Center Agent

Contact Center Team Lead

Strategic Partnerships Leader

Inside Sales Representative

Talent Acquisition Specialist