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.
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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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