Conversion Associate, Earnest

• 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

Desirable

• The Conversion Associate position will report to the Conversion Manager
• 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 conversion 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
• You will play a crucial role in guiding potential clients through various phases of the application process, with a focus on optimizing conversion rates and enhancing the client experience
• Collaborating across departments, including but not limited to Client Happiness, Credit Operations, and Shared Operations, to ensure the delivery of top-tier service to our clients. This includes proactively escalating issues that impact service quality or customer satisfaction