Business Development Representative
Listed on 2026-09-27
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Sales
Customer Success Management, Client Relationship Management
Business Development – Client Retention Specialist
$20-21/hour starting
· Training provided
· Incentive potential
Be the Strategic Anchor That Keeps Our Clients Winning
A strong entry-level path into finance. We train you, you must be coachable. This is a high-focus, lock-in role: client-facing, on the phone, organized, and driven by initiative. Not a casual support seat.
Our reps protect the business and keep the portfolio strong. You'll run win-back campaigns, check in on active accounts, solve problems, and build real rapport. Your voice directly shapes client outcomes.
Core Responsibilities- Win-Back & Retention: Re-engage dormant accounts and lock in long-term retention.
- Portfolio Health: Proactively check in on active clients, resolve friction, and keep satisfaction high.
- Account Navigation: Guide clients through program updates so they feel supported at every step.
- Growth Coordination: Spot expansion signals and schedule reviews with the sales team.
- CRM Tracking: Keep precise records of every touchpoint.
Coachable. Comfortable on the phone. Organized. Willing to take initiative. Able to lock in and stay focused.
Compensation: $20-21/hour starting, with potential for incentives as you grow.
Want a real start in finance? Bring focus. We'll train you.
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