Client Happiness Associate

Job Summary

A company is looking for a Client Happiness Origination Associate.

Key Responsibilities

• Initiate contact with potential clients through various channels, addressing their needs and guiding them towards conversion
• Assist clients in navigating obstacles in the process while focusing on achieving conversion goals
• Utilize CRM software to track customer interactions and manage leads effectively

Required Qualifications

• 2-3 years of relevant sales or customer success experience
• Results-driven mindset with a focus on achieving targets
• Passion for delivering exceptional customer service and building long-term relationships
• Familiarity with CRM software is preferred
• Experience in the student lending, banking, or financial aid space is a plus