The main responsibilities of a Partner Services Advisor at Clicklease include addressing incoming communications from partners and customers such as phone calls, chats, and emails. You will guide them through the online application process, assist in lease agreement finalization, and handle invoicing and payment queries. Additionally, you’ll proactively follow up with partners to help solve any issues they may encounter while working closely with the sales team to drive funding.

To become a Partner Services Advisor at Clicklease, a positive attitude and a strong willingness to adapt in a fast-paced environment are essential. While some experience in contact centers or customer-facing roles is required, having a background in financial services or leasing can set you apart. Familiarity with Salesforce or other CRM software is also advantageous in this role.

The work environment for Partner Services Advisors at Clicklease is energetic and collaborative. You’ll have the opportunity to work in a dynamic office in West Valley City or contribute remotely from Alajuela, Costa Rica. The company encourages creativity and proactive problem-solving, ensuring that each team member feels impactful in their role while supporting small business owners in achieving their dreams.

Clicklease is committed to the growth of its Partner Services Advisors through a culture that emphasizes coaching, flexibility, and continuous learning. As you navigate the challenges of your role, you will receive ongoing support from management and your team, helping you to develop your skills and adapt to evolving work scenarios while making real contributions to the success of small businesses.

The Partner Services Advisor position at Clicklease typically follows a schedule that ranges from 7:30 AM to 4 PM, 8:30 AM to 5 PM, or 9:30 AM to 6 PM. This flexibility in scheduling, along with hybrid work opportunities, ensures a work-life balance as you help empower small business owners.

When discussing your experience in a contact center, highlight specific instances where you excelled in resolving customer issues. Emphasize your ability to handle multiple inquiries at once and your commitment to customer satisfaction, showcasing how this experience has prepared you for the Partner Services Advisor role at Clicklease.

To ensure a smooth lease process for customers, I would implement proactive communication strategies, such as regular follow-ups and providing clear instructions on each step of the lease process. Demonstrating empathy and understanding unique customers’ needs will also be critical in making their experience positive.

Prioritizing tasks effectively requires assessing urgency and importance. I would categorize inquiries based on immediate customer needs versus routine tasks, ensuring that critical issues are addressed first while managing my time efficiently to handle all customer communications promptly.

The most important quality for a Partner Services Advisor is adaptability combined with a positive attitude. Given the fast-paced nature of customer inquiries, being flexible and open to learning will help in addressing customer challenges effectively, creating a supportive and stress-free environment.

When addressing previous customer-related issues, I found that using innovative thinking often leads to unique solutions. For example, I once proposed a simplified communication method for a particularly complex lease query, which resulted in faster resolution times and improved customer satisfaction.

When handling a dissatisfied partner, I would first take the time to listen to their concerns with empathy. Establishing open communication enables me to identify the root cause of their dissatisfaction, from which I can constructively offer solutions aimed at improving their experience.

I appreciate Clicklease's mission of empowering overlooked small business owners, as it resonates with my belief in supporting entrepreneurship. I value working for a company that prioritizes purpose-driven work, and I see this role as a way to blend my passion for helping others grow with my experience in customer service.

I am experienced in using Salesforce and various CRM tools to manage customer interactions. Combining technical proficiency and organizational skills allows me to track and resolve inquiries efficiently, positioning me to optimize my contributions as a Partner Services Advisor at Clicklease.

During busy periods, I prioritize tasks, break them into manageable steps, and leverage checklist tools for tracking progress. This level of organization helps me stay focused and ensures that I meet deadlines while maintaining the quality of service expected in the Partner Services Advisor role.

I aspire to work at Clicklease as a Partner Services Advisor due to my passion for providing exceptional customer service in a growing company dedicated to helping small businesses thrive. The opportunity to be part of a mission that empowers entrepreneurs aligns perfectly with my professional goals and values.