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Operations Support Representative

At Clicklease, we're on a unique mission – to empower the small business owners often overlooked by traditional lenders. If you're considering joining our team, envision yourself at the heart of our vibrant headquarters in West Valley City, UT, or contributing to our impactful operations from Radial, Alajuela, Costa Rica. At Clicklease, we've cultivated a dynamic work environment that goes beyond routine services. At Clicklease, you'll play a pivotal role in transforming equipment financing into a gateway for entrepreneurs to turn their dreams into reality. If you're passionate about purpose-driven work, innovation, and making a tangible impact, Clicklease is where your career journey begins.

Join us in shaping a future where every business owner has the opportunity to thrive.

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.

Clicklease is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring that all employees and job applicants are treated with respect and dignity regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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What You Should Know About Operations Support Representative, Clicklease

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.

Frequently Asked Questions (FAQs) for Operations Support Representative Role at Clicklease
What are the main responsibilities of the Operations Support Representative at ClickLease?

As an Operations Support Representative at ClickLease, you'll focus on conducting prospect research, utilizing tools like Salesforce and ZoomInfo to gather essential data for prospect qualification. You'll analyze trends and patterns to differentiate restricted versus non-restricted industries as defined by our internal policies. It's a role that combines attention to detail with the ability to multitask effectively, ensuring you support our mission of empowering small business owners.

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What qualifications do I need to apply for the Operations Support Representative position at ClickLease?

To thrive as an Operations Support Representative at ClickLease, you'll need strong organizational skills, excellent time-management abilities, and a keen eye for detail. Proficiency in Microsoft Office is essential, and familiarity with CRM systems can give you an edge. Experience in financial services or leasing along with data analysis and reporting will definitely make your application stand out.

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How does the hybrid work model function for the Operations Support Representative role at ClickLease?

The hybrid work model for the Operations Support Representative position at ClickLease requires you to work on-site for the first 90-120 days, allowing you to integrate with the team and understand our operational processes. Following this initial period, you'll have the flexibility to work from home, helping you balance your professional and personal life while still contributing significantly to our mission.

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What skills are highly valued for the Operations Support Representative role at ClickLease?

For the Operations Support Representative role at ClickLease, attention to detail and problem-solving skills are highly valued. Your ability to multitask and prioritize effectively in a fast-paced environment will be crucial. Additionally, experience with CRM systems and proficiency in organizational software can set you apart from other candidates.

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What makes ClickLease an attractive employer for an Operations Support Representative?

ClickLease prides itself on cultivating a supportive and dynamic workplace culture that prioritizes purpose-driven work. As an Operations Support Representative, you would be part of a mission that empowers entrepreneurs to achieve their dreams. The company's commitment to an inclusive environment and professional growth opportunities makes ClickLease an attractive employer for those looking to make a real impact.

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Common Interview Questions for Operations Support Representative
Can you describe your experience with CRM systems like Salesforce in your previous roles?

In responding to this question, highlight specific CRM projects you've worked on, how you used the system to manage client relationships or data, and any positive outcomes resulting from your efforts. Framework your answer to showcase your familiarity with Salesforce's functionalities.

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How do you prioritize tasks in a fast-paced environment?

This is an excellent opportunity to explain your methods, such as using task management tools or frameworks like Eisenhower Matrix. Provide examples of a time you effectively prioritized competing demands and how that contributed to project success.

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What techniques do you use to conduct thorough prospect research?

When answering this question, discuss the tools you utilize, like social media platforms, industry reports, and databases. Share a specific example where your research led to a significant finding or business opportunity.

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Can you provide an example of a detail-oriented task you've handled in the past?

For this question, narrate a story where your attention to detail led to a successful outcome. It could involve data entry, report generation, or a project where meticulous planning was key, highlighting your abilities to catch errors or improve processes.

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How do you approach analyzing patterns and trends in data?

Explain your analytical process, perhaps discussing software you use or specific methodologies you apply. Providing a relevant case study where your analysis drove an important decision can add weight to your response.

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What challenges do you foresee in the Operations Support Representative role, and how would you tackle them?

This question allows you to show your understanding of the operations. Evaluate real challenges such as high-volume data management or time constraints, and propose strategic methods you would employ, such as efficient time management and teamwork.

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How would you ensure the accuracy of the data recorded in the CRM?

Discuss your processes for validation, double-checking, or utilizing technology to minimize errors. You might also mention past experiences where you implemented strategies to improve data accuracy.

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What motivates you to work continually towards helping small businesses like those at ClickLease?

Share your passion for helping others succeed, perhaps through personal stories or experiences that align with ClickLease’s mission. Conveying your dedication will make a positive impression.

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How proficient are you in Microsoft Office, and which applications do you find most useful in your work?

Detail your experience with various Microsoft Office applications, specifying which ones you use and how they contribute to your efficiency. Discuss scenarios where you've leveraged them to achieve work objectives.

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What skills do you think are essential for success in the Operations Support Representative role?

Here, you can highlight organizational skills and attention to detail as crucial, backed by examples of how these skills have benefited you professionally. Align your response with ClickLease's goals for the position.

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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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Full-time, hybrid
DATE POSTED
January 1, 2025

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