Account Specialist (Insides Sales)
Skills
- Web-savvy with intermediate computer skills
- Proven sales or account management experience
- Strong knowledge of personal and business credit
- Experience with CRM systems
- Excellent oral and written communication
- Ability to manage pipeline, forecasts, and reporting
- Organized, detail-oriented, and able to work in a fast-paced environment
Responsibilities
- Enroll and onboard customers into Nav Prime
- Advocate for customers and assist with lending questions and qualification guidance
- Guide customers through the full business credit and Nav process
- Develop and maintain relationships with small business customers
- Manage a pipeline, report forecasts and customer status to management
- Conduct daily appointments, make outbound dials, and run targeted email campaigns
- Work with vendors and business owners to solve customer needs
- Always act in the best interest of the customer and promote long-term success
Education
- High school diploma or equivalent required
- Bachelor's degree preferred but not required
Benefits
- Competitive base pay plus commission (base $55K/year)
- Company equity / ownership
- Benefits from day one
- 6 weeks paid parental leave
- Employee networking and events
- Community network groups (women’s, PRIDE, culture)
- Learning and development opportunities
- Pet insurance
- Meaningful perks and rewards
Average salary estimate
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