Customer Success Agent

Location:  Montreal

Position Type:  Full-Time

Job Summary

•Contact potential clients and utilize proven sales techniques to qualify and direct them accordingly;
•Act as the primary point of contact for clients during the application process;
•Respond and resolve client enquiries through the customer portal, web, emails and inbound calls;
•Handle objections, questions and concerns around the application process with the purpose to assist the client through the funding process successfully;
•Create and manage a  sense of urgency to effectively complete the process;
•Coordinates and provide support when collecting missing information from our prospective clients;
•Verify payment processing information and related troubleshooting;
•Maintain communication with clients regarding account status, balance and general correspondence.
•Collaborate with the sales team to ensure internal process completion;
•Ensure the administrative policies and procedures are followed according to established guidelines of the accounting department;
Perform administrative functions related to completing a prospect's file and perform data entry as required;
•Perform ad hoc administration duties as required to ensure optimal sales volume from associated Account Executives; 

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Thank you for your interest for a career at Thinking Capital!
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