Job Description

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $4.2B of funding to use, helping launch over 18,000 businesses and creating nearly 100,000 jobs to the economy. Were doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

OUR VALUES

Passion: You champion our mission and think like an entrepreneur. Adaptability: Change isnt scary. You embrace opportunities to adapt and bring others along. Community: Connection is important. You lift others up because when they grow you grow. Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity. Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences.

THE ROLE

Be part of a growing team focused on helping entrepreneurs succeed in small business. Educate and consult new and existing small business clients on services that will support the growth of their business operations long term. By being the expert on Guidant Payroll, Accounting, Tax and other business services, the Client Success Manager will offer solutions that will save small business owners time and money. This includes, pitching, offering demonstrations, securing contracts and support the onboarding of new services.

This role works with multiple departments to build a pipeline of clients by training and promoting service offerings. In addition, act as a liaison between client and service delivery teams

WHAT YOU'LL BE DOING

• Manage a console of prospects/clients to call, consult and close sales to a monthly goal
• Follow up on a pipeline of prospects/clients to understand needs and obstacles to generate next steps
• Craft marketing campaigns to optimize sales and service communication
• Participate or lead trainings to ensure subject matter expertise and understanding
• Support business development efforts that generate new lead channels
• Participate in regularly scheduled meetings providing updates on leads, opportunities, and sales strategies
• Interact with weekly, monthly and/or quarterly reports analyzing successes and opportunities

REQUIREMENTS

• 2-3 years experience working in a relationship-based sales working with repeat clients
• Bachelors degree in Business Administration, finance or related major preferred
• Strong command of all Microsoft Office applications
• Experience in tele-sales environment.
• Multi-tasker who thrives in fast pace role
• Skilled communicator who knows how to read their audience
• Highly organized and detail orientated
• Team player
• Ability to work in an autonomous environment where you can be a self-directed, independent worker

OTHER REQUIREMENTS

• Must pass a background check
• Must meet work from home requirements to qualify

BENEFITS

• The hustle of building a team from the ground up while impacting a growing, global team
• Work with a team of smart, creative, fun and highly motivated people
• Top benefits include comprehensive health coverage (free premium options), lots of paid time off, competitive salary, parental leave and equity
• Be part of an awesome culture with a focus on making a big impact, professional development, community service and companywide events

RECRUITING ONLY IN THE FOLLOWING STATES: WASHINGTON, IDAHO, UTAH, TEXAS, NEBRASKA, MINNESOTA, MICHIGAN, VIRGINIA, NORTH CAROLINA, FLORIDA, ARIZONA