Customer Relations Coordinator

About Elevate Funding: Come join our growing team! Elevate Funding is a Fintech company that specializes in Revenue-Based Financing for small business owners. We leverage current technology and data science to provide fast, non-biased, and transparent financial decisions.

About Our Culture: The Elevate team is tight-knit, fun-loving, and always ready to lend a hand or an ear. We’re serious about what we do, but we also have a lot of fun, and employee satisfaction is one of our top priorities.

· Passionate about community service? Join our volunteer committee and help choose the organizations and causes that are most important to you.

· Need a flexible schedule? We allow our team members to pick the schedule that works best for their needs.

· Is food the way to your heart? Elevate provides the team with regular treats and breakfasts, a full snack kitchen, and we source some of the best birthday cakes in the area!

· We also have monthly team building exercises and an employee recognition program, where we leverage a fun gifting software called Snappy.

About the Job:

ROLE AND RESPONSIBILITIES

• Inbound and outbound sales calls & emails with small business owners.

• Pre-qualify merchants for our financial products.

• Manage the application process and closing documents.

• Work closely with underwriting team to meet client needs.

• Produce weekly sales report outlining pipeline.

• Work closely with Business Development and Marketing.

• Process reports related to returned payments and non-payment.

• Handle/monitor weekly payment holds.

• Evaluate merchant sales and adjust their debits to match.

• Daily customer interactions that include answering client questions and resolving problems via email, phone and webchat.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

High School Diploma

At least 2 years of customer service and/or sales experience (non-retail) Proficient in Microsoft Office (Word, Excel, Outlook) CRM Software Excellent organization skills and ability to multi-task Thrives in a fast-paced environment

Strong Customer Service/Interpersonal skills

Excellent phone and communication skills with emphasis on written communication

Strong level of integrity, professionalism, and work ethic

Ability to pass a background check

PREFERRED SKILLS

Bachelor's degree in Finance, Economics or Business

Team and Project Management

Benefits:

· *401(K)

· *Dental Insurance

· *Health Insurance

· *Paid Time off/Sick time and banking holidays

· *Vision Insurance

Physical Setting:

· Office setting with work from home Monday or Fridays.

· Must be able to reliably commute to office Monday through Friday.

Schedule:

· 8 hour shift with a start at 8 am, 8:30, or 9 am which ever fits your schedule best.

· Monday to Friday

· Banking Holidays

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Gainesville, FL 32607: Relocate before starting work (Required)

Work Location: In person