Account Manager/Customer Service Representative

$70,000 - $70,000/Yr

Fund&Grow - Weeki Wachee, FL

Full-time - Entry Level

Weeki Wachee, FL

Administrative and Support Services

About the position

The Account Manager/Customer Service Representative at Fund&Grow, Inc. plays a crucial role in assisting entrepreneurs and small businesses in building their business credit profiles. This position involves acting as a liaison between lenders and clients, ensuring effective communication and support throughout the funding process. The ideal candidate will thrive in a fast-paced environment, demonstrate strong organizational skills, and possess a keen attention to detail.

Responsibilities

• Communicating with clients via phone, text, and email.
• Maintaining regular contact with assigned clients.
• Coaching clients throughout the credit building process.
• Adapting changes to workflow based on new trends.
• Entering detailed notes in our Client Relationship Management System.
• Utilizing Windows based programs, such as Outlook and Excel.
• Providing general customer service, including problem solving, analyzing data, and providing solutions.

Requirements

• High School Diploma required.
• 4+ years experience in customer service highly desired.
• High proficiency with computers.
• Excellent written and verbal communication skills.
• Ability to multi-task.
• Detail Oriented.
• Highly organized.
• Self-motivated.

Nice-to-haves

• Account management experience (2 years preferred).

Benefits

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Paid holidays
• Paid time off
• Vision insurance