Sales Operations Specialist optimizing HubSpot CRM and driving sales processes for SaaS company. Collaborate with teams to enhance visibility and performance with sales tools.
About the role
- Consumer Lending Sales Specialist responsible for customer service and achieving sales goals with Purpose Financial's diverse credit products. Building relationships and managing consumer loan portfolios effectively.
Responsibilities
- Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
- Deliver exceptional customer experience while managing growing consumer loan portfolio
- Present tailored financial solutions aligned with customer goals and needs
- Build and maintain strong customer relationships throughout the loan lifecycle
- Educate customers on loan terms, conditions, and product features
- Execute and track community marketing initiatives to generate growth
- Demonstrate company core values and purpose while building trust with customers and staff
- Support branch financial objectives and performance metrics
- Maintain strict adherence to company policies, state and federal regulations
- Ensure accurate cash controls and security procedures
- Maintain precise customer documentation and transaction records
- Conduct and document collection activities
- Foster a positive team environment while supporting colleagues to enhance customer experience
- Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork
Requirements
- High School Diploma or equivalent required; some college preferred.
- Sales and/or customer service experience required, or equivalent experience.
- One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
- Strong math skills, including the ability to count cash.
- Professional verbal communication by phone and in person.
- Ability to read, write, evaluate, and apply complex and detailed information.
- Ability to work alone on occasion; ability to interact professionally and exhibit appropriate social skills.
- Ability to negotiate payment terms and effectively communicate loan requirements.
- Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees.
- Ability to use computer programs required to process customer transactions.
- Ability to follow procedures in the normal course of business.
- Ability to develop and maintain business relationships.
Benefits
- Competitive Wages
- Health/Life Benefits
- Health Savings Account plus Employer Seed
- 401(k) Savings Plan with Company Match
- Paid Parental Leave
- Company Paid Holidays
- Paid Time Off including Volunteer Time
- Tuition Reimbursement
- Business Casual Environment
- Rewards & Recognition Program
- Employee Assistance Program
- Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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