Client Happiness Origination Associate

Summary

Join Earnest, a company dedicated to making higher education accessible and affordable, as a Client Happiness Origination Associate. Reporting to the Senior Manager of Client Happiness, you will proactively contact potential clients through various channels (phone, email, SMS) to address their needs and guide them through the loan process. You will work closely with clients to overcome obstacles and achieve conversion goals, utilizing CRM software to track interactions and manage leads. Regularly assess your performance against targets, seeking feedback for continuous improvement. You will also assist with inbound calls related to client happiness. The ideal candidate possesses 2-3 years of relevant sales or customer success experience, strong communication skills, and a results-driven mindset. Earnest offers a competitive salary and benefits package.

Requirements

• 2-3 years of relevant sales and or customer success experience in relationship or consultative sales
• Strong communication and interpersonal skills
• Results-driven mindset with a focus on achieving and exceeding targets
• Passion for helping customers, delivering exceptional customer service, and building long-term client relationships

Responsibilities

• Take a proactive approach via multiple channels (phone, emails, SMS, etc) in initiating contact with potential clients, employing engaging communication and tailored strategies to effectively address their needs and guide them through the decision-making process towards conversion
• Work closely with clients to navigate any obstacles in the process, demonstrating problem-solving skills and a commitment to achieving conversion goals
• Utilize CRM software and other tools to track customer interactions and manage leads effectively
• Regularly review and assess personal performance against conversion targets, seeking feedback and employing self-directed strategies for continuous improvement in client engagement and conversion outcomes while achieving a high-quality standard of service
• Assist in handling inbound calls related to Client Happiness Origination, demonstrating adaptability and a commitment to excellent service when needed

Preferred Qualifications

• Ability to work effectively in a dynamic environment and adapt to changing priorities
• Familiarity with CRM software such as Zendesk, or similar tools, is preferred to effectively track customer interactions, update information, and manage leads
• Experience in the student lending, banking, or financial aid space

Benefits

• Health, Dental, & Vision benefits plus savings plans
• Mac computers + work-from-home stipend to set up your home office
• Monthly internet and phone reimbursement
• Employee Stock Purchase Plan
• Restricted Stock Units (RSUs)
• 401(k) plan to help you save for retirement plus a company match
• Robust tuition reimbursement program
• $1,000 travel perk on each Earnie-versary to anywhere in the world
• Competitive days of annual PTO
• Competitive parental leave