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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.

Compensation: Salary in $USD
Modality: Hybrid (first 120 days in office)
Schedule: 9 am - 6 pm Monday - Friday

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: 

  • Bachelor's degree in Business, Finance, or related field.

  • 1-2 years of relevant work experience in leasing operations or related fields.

  • Strong organizational skills and attention to detail.

  • Excellent communication skills, both written and verbal.

  • Proficiency in Microsoft Office Suite and leasing management systems.

  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

  • Understanding of lease accounting principles and regulations is a plus.

  • Ability to adapt to changing business needs and priorities.

What will make you stand out: 

  • Bachelor's degree in Business, Finance, or related field.

  • 1-2 years of relevant work experience in leasing operations or related fields.

  • Strong organizational skills and attention to detail.

  • Excellent communication skills, both written and verbal.

  • Proficiency in Microsoft Office Suite and leasing management systems.

  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

  • Understanding of lease accounting principles and regulations is a plus.

  • Ability to adapt to changing business needs and priorities.

 

 

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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Average salary estimate

$52500 / YEARLY (est.)
min
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$45000K
$60000K

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What You Should Know About Operations Support Representative, Clicklease

At Clicklease, we're excited to welcome an enthusiastic Operations Support Representative to our growing team in Radial, Alajuela, Costa Rica. If you're passionate about helping small business owners and being part of a mission-driven company, this is the opportunity for you! In this role, you'll have the chance to dive into prospect research using resources such as Salesforce and ZoomInfo, turning critical data into actionable insights. Your attention to detail will shine as you analyze patterns and interpret trends to ensure that our financing solutions align with our internal policies. We take pride in our vibrant, hybrid work environment where the first 120 days will be spent collaborating in the office, allowing you to immerse yourself in our supportive culture. During your 9 am to 6 pm weekdays, you'll utilize your organizational skills to keep accurate records in Salesforce, ensuring that every touchpoint with our prospects is captured and communicated effectively. Our ideal candidate has a Bachelor's degree in Business or Finance and 1-2 years of experience in leasing operations, but what really matters is your drive and passion for making a difference. If you find joy in turning challenges into opportunities and want to be part of a team that's all about innovation and impact, then Clicklease is the right place for you. Join us in empowering entrepreneurs and shaping a brighter future for all business owners!

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

The Operations Support Representative at Clicklease is responsible for conducting prospect research using various external resources, including social media and tools like Salesforce and ZoomInfo. This involves gathering relevant data for prospect qualification, analyzing patterns relating to restricted and non-restricted industries, and diligently using CRM systems to maintain accurate prospect records.

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What qualifications do I need to become an Operations Support Representative at Clicklease?

To become an Operations Support Representative at Clicklease, you need a Bachelor's degree in Business, Finance, or a related field, coupled with 1-2 years of experience in leasing operations or a related field. Strong organizational skills, attention to detail, and proficiency in Microsoft Office Suite and leasing management systems are essential for success in this role.

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What skills are important for success as an Operations Support Representative at Clicklease?

Key skills for an Operations Support Representative at Clicklease include excellent written and verbal communication, strong organizational abilities, and the capacity to work both independently and collaboratively. Familiarity with lease accounting principles and adaptability to changing business needs are also advantageous.

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What is the work schedule for the Operations Support Representative at Clicklease?

The Operations Support Representative at Clicklease works from 9 am to 6 pm, Monday to Friday. The first 120 days will be spent working in the office to foster collaboration and engagement with your team before transitioning into a hybrid model.

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What is the company culture like at Clicklease?

Clicklease has cultivated a dynamic and purpose-driven culture focused on empowering small business owners. Our team is motivated by innovation, collaboration, and making a tangible impact in the world of equipment financing, making it an excellent place for professionals who are passionate about meaningful work.

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Common Interview Questions for Operations Support Representative
Can you describe your experience with prospect research in leasing operations?

To answer this question effectively, detail your previous roles where you utilized research tools and techniques. Highlight specific examples of how you gathered and analyzed data to aid business decisions, ensuring you relate your experience to the tasks expected in the Operations Support Representative role at Clicklease.

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What techniques do you use for data organization and management?

Mention your preferred tools, such as spreadsheets or CRM platforms like Salesforce. Explain your process for maintaining organized records, ensuring data is accessible and up-to-date, emphasizing your attention to detail, which is crucial for the Operations Support Representative role.

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

Discuss your time management strategies, such as creating daily to-do lists or using project management tools. Highlight your ability to recognize urgent tasks versus important ones, showcasing your adaptability, which is valuable for an Operations Support Representative at Clicklease.

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What experience do you have with analyzing industry patterns?

Provide examples of past projects where you identified and interpreted trends. Discuss the specific methods you used and how your findings influenced business operations, as this experience is relevant to the responsibilities of the Operations Support Representative role.

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How do you handle conflicts when working in a team?

Illustrate a specific instance when you dealt with conflicting opinions in a team. Emphasize your communication skills and willingness to find common ground, which demonstrates your collaborative spirit as an Operations Support Representative at Clicklease.

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What do you understand about lease accounting principles?

Show your knowledge by explaining key lease accounting concepts and how they relate to the role. If you have formal training or relevant experience, be sure to mention it, as this understanding is a plus for the Operations Support Representative position.

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Can you give an example of a particularly challenging project you've worked on?

Select a challenge that relates to the financial or leasing sectors and explain how you approached and resolved it. Focus on the skills you utilized—such as analytical or organizational skills—that would be directly applicable to the Operations Support Representative position.

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Why do you want to work for Clicklease as an Operations Support Representative?

Express your enthusiasm for Clicklease’s mission to support small businesses. Discuss how your skills align with the role and your desire to contribute to a team's success in making a positive impact in the business world.

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How do you stay updated with industry trends and best practices?

Share your methods for continuous learning, such as reading industry publications, attending seminars, or networking with professionals. This demonstrates your commitment to professional development, which is a great fit for the role at Clicklease.

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What are your long-term career aspirations?

Discuss your career goals in the context of growth within financial services or leasing operations. Reflect on how the Operations Support Representative role at Clicklease fits into your plan and how you envision your future with the company.

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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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