Position: Partner Support Specialist

This is a bilingual Role. Being fluent in both English and Spanish is a requirement.

This role is full-time on-site from our corporate office in Irvine, CA.

About ConsumerDirect:

ConsumerDirect is the people-first-financial platform and creator of Smartcredit.com®, Scoremaster.com®, myLONA™, and Hogo®. We’re the first company to combine credit, privacy, money management, and identity protection all in one place, empowering everyday people to take ownership of their financial world. Download the Hogo® app and check us out!

Position Overview:

As the Partner Support Specialist, you are the driver in setting up new partner accounts. Post-sale, you will build out our partner weblinks, conduct virtual trainings, and respond to any inquiries that funnel through our phones/emails. Your ultimate goal is to ensure our Partners receive the utmost customer service and that their needs are met to successfully achieve their business goals.

Job Requirements:

• Coordinate Partner on-boarding processes.
• Creating unique weblinks for each new partner onboard.
• Schedule initial virtual training call and prepare all materials for training sessions.
• Provide tech 1 support for all existing partners over the phone or virtually.
• Cultivate Partner relationships by providing outstanding customer service.
• Generate and send reports as requested by partners.
• Maintain constant communication with Partners through various channels such as telephone, email, and social media.

Qualifications:

• Bilingual English/Spanish.
• Tech savvy – able to give over the phone tech support (Level 1).
• At least 1 year of customer service experience or account management.
• Able to problem solve with little to no direction using critical thinking skills.
• Proficiency using the Microsoft Suite.
• Ability to work independently and collaboratively in a cross-functional team.
• Flexible to jump from project to project, keeping tabs of most duties.
• Other duties as assigned.

Our Benefits:

• 10 Paid holidays
• 401K Retirement Savings Plan
• Open time off policy (AKA unlimited vacation time)
• Company contributions towards medical/dental/vision plans
• $1500 annually contributed toward learning and development
• Daily catered lunches, coffee, and snack bar
• Opportunity to be a part of a great corporate culture - on OC's best places to work list 3 years counting!

“ConsumerDirect embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.”