Modality: Hybrid (First 90-120 days in the On-site)
Schedule: 8am to 5pm (Moves with DLS Time)
What you'll be doing:
Conducting prospect research using external sources (i.e.: external websites and social media) as well as tools like Salesforce and ZoomInfo to gather relevant data for Prospect Qualification.
Utilizes a variety of research techniques and resources to vet and audit background reports, profiles, and other information.
Analyzing and interpreting patterns and trends to differentiate restricted vs non-restricted industries/equipment defined by our internal policies.
Recording findings by taking written notes and as well tracking daily productivity on pre-defined trackers.
Diligently use CRM (Salesforce.com) to capture relevant data and keep comprehensive and accurate prospect notes.
Other duties may be assigned as needed.
What you have:
Strong organizational skills and attention to detail.
Excellent organizational and time-management skills.
Ability to multitask and prioritize tasks in a fast-paced environment.
Attention to detail and problem-solving skills.
Proficient in Microsoft Office and other relevant software.
What will make you stand out:
Experience with CRM systems and other relevant software.
Familiarity with data analysis and reporting.
Financial Services and/or leasing experience.
Join our team as an Operations Support Representative at ClickLease in Alajuela, where we're dedicated to empowering small business owners often overlooked by traditional lenders. Imagine contributing to a mission-driven environment, whether from our vibrant headquarters in West Valley City, UT, or from the heart of Radial in Alajuela, Costa Rica. Your role will be pivotal in transforming equipment financing into a gateway for entrepreneurs. In this hybrid position, your first 90-120 days will be on-site, working from 8 AM to 5 PM, moving with DLS time. You'll conduct thorough prospect research using external sources and tools like Salesforce and ZoomInfo, while analyzing key patterns to adhere to our internal policies. Adept organization and attention to detail will be crucial as you track your findings and maintain comprehensive data in our CRM system. If you're passionate about making a tangible impact and thrive in a fast-paced environment, ClickLease is your launching pad for a rewarding career journey that shapes the future of every business owner to thrive.
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At Clicklease, we make small business dreams come true. We help entrepreneurs who are usually overlooked by traditional lenders start and grow their businesses by offering equipment financing and payment plans. Equipment financing may sound boring...
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