<p>Lendio makes small business loans simple. We are the nation's largest marketplace for small business financing ($12 Billion funded to date) and are passionate about helping small business owners get the capital they need to succeed. Customer Success Representatives are focused on customer retention as they own the post sales experience. They provide product/services information and resolve any emerging problems with accuracy and efficiency. In this role, CS Representatives will answer inbound phone calls, and respond to emails and chats to nurture and cultivate the relationship already made at Lendio. Being a strong liaison will be crucial for Lendio departments.</p> <p>What you will own:</p> <ul> <li> <p>Answer inbound calls, chats, and emails</p> </li><li> <p>Assist customers with their questions and help them move them forward in the funnel</p> </li><li> <p>Resolve customers' issues and escalate to the team lead as needed</p> </li><li> <p>Learn nuances and processes for all lanes we support</p> </li><li> <p>Act quickly while still giving proper attention to the customer</p> </li><li> <p>Handle personal and sensitive data with care, ensuring privacy and accuracy at all times.</p> </li><li> <p>Listen to a total of 3 calls per assigned sales rep (AE or ADR) per week, and submit the Sales Compliance Review form for each call</p> </li><li> <p>Consistently start working at 7:30 AM</p> </li><li> <p>Accrue no more than 10 tardies* within a quarter</p> </li><li> <p>Responsible for projects or additional tasks as directed by the team lead</p> </li></ul> <p>What you'll need to be successful:</p> <ul> <li> <p>At least one year of customer service or support experience</p> </li><li> <p>Strong written and verbal communication skills</p> </li><li> <p>Ability to remain calm under pressure and handle sensitive or escalated customer issues with care</p> </li><li> <p>Comfortable learning and navigating multiple systems and platforms</p> </li><li> <p>Detail-oriented with strong organizational skills</p> </li><li> <p>Team player with a positive attitude and a customer-first mindset</p> </li></ul> <p>Pay Range:</p> <p>Benefits</p> <ul> <li> <p>Be part of a high-performing, collaborative team, and have fun at work each day</p> </li><li> <p>Competitive pay</p> </li><li> <p>A full suite of traditional benefits</p> </li><li> <p>PTO (Paid Time-off)</p> </li><li> <p>401(k) with company match</p> </li><li> <p>Company-contributed HSA</p> </li><li> <p>Onsite gym and standing desks</p> </li><li> <p>Wellness program</p> </li><li> <p>Discounted cellular plans</p> </li></ul> <p>Get to know Lendio:</p> <p>Lendio is the nation's leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.</p> <p>Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America's smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives-an employee-contribution and employer-matching fund, in partnership with KIVA-provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.</p> <p>Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.</p>