The Role
The Activation Specialist will assist potential borrowers in getting approved on the Credit Key platform, providing exceptional customer service and coordinating with internal teams to maximize approvals.
Summary Generated by Built In
About Credit Key
Credit Key is on a mission to disrupt B2B lending. We help businesses of every size, including large merchants and growing companies, access the capital they need to run operations, fund growth, and seize opportunities. Whether it’s e-commerce at checkout (think Affirm, Klarna) or paying for invoices, services, and equipment, we make flexible pay-over-time solutions simple and reliable.
We’re a fully funded, fast-growing startup that moves quickly, solves hard problems, and always delivers real value to our customers. Our technology is core to the business, and we constantly innovate while maintaining the stability and reliability of the systems that got us here.
As we continue to grow our team, we are looking for an Activation Specialist who will join our team to help maximize approvals from borrowers going through our application flow. As part of our Client Success team, you will be trained as an expert in the Credit Key product and overall value proposition, using this expertise to assist customers in the process of getting approved to use our platform.
This role will assist potential borrowers in getting approved who didn’t initially provide all of the necessary documentation or details for us to instantly approve them. The ideal individual provides distinctive service that makes Credit Key the market leader and preferred choice in the B2B financing space. This individual possesses a passion for customer satisfaction, obsession for accuracy, a blend of technical and customer-centric skills, a drive for excellence, can effectively navigate objections, and has what it takes to deliver results.
What you’ll do:
- Work directly with potential borrowers to help them in getting approved on the platform
- Interface
- Become an expert in the Credit Key product, and help inspire customers with this knowledge
- Deliver results, provide high quality customer interactions, and successfully maximize borrower approvals
- Coordinate with Product, Risk, and Client Success to execute on approval goals
- Go the extra mile to help convert potential borrowers to satisfied customers using the platform
- Assist with other customer support business functions as necessary
- Achieve monthly, quarterly, and annual goals and provide accurate, timely reports and forecasts as needed for management
What we’re looking for:
- 2+ years working in a customer facing or sales role
- Excellent communication abilities
- Ability to overcome objections
- Ability to demonstrate ongoing growth and resilience demonstrated by a humble desire to understand and implement feedback
- Strong problem resolution skills - proven ability to engage and interact with internal teams to resolve client issues
- Desire to work in a startup environment, with proactive mindset and minimum need for supervision demonstrated by the ability to adjust, pivot, and ultimately thrive even in the midst of ambiguity
- Experience with CRM software (ex. Hubspot)
- Ability to prioritize and manage workload to meet deadlines demonstrated by strong organizational skills and a strong work ethic
- Ability to manage multiple, concurrent client relationships
- Ability to anticipate change and adjust priorities accordingly
- Excellent eye for detail – ability to create accurate and high quality pieces of work
- Familiarity with Zendesk a plus
Why Credit Key
- Competitive compensation + equity
- Great healthcare benefits
- PTO
- 401k Match
- Supportive, low ego, highly collaborative team environment
- Work from home stipend
Skills Required
- 2+ years working in a customer facing or sales role
- Excellent communication abilities
- Ability to overcome objections
- Strong problem resolution skills
- Experience with CRM software
- Knowledge of Zendesk
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The Company
What We Do
Credit Key's patent-protected solutions deliver superior business credit, in seconds, at B2B point of purchase. Our proprietary underwriting and decisioning allows for real-time decisions for lines of credit at point of purchase. Credit Key helps merchants: - Increase revenue - Lower costs - Improve cash flow - Deliver a great customer experience Credit Key’s standalone module overlays the merchant’s shopping cart, keeping users on site. Platforms currently supported: Magento, IBM, Shopify, Demandware, Onestop and custom .Net platforms.
