Customer Success Advisor

Sorry, this job was removed at 12:12 a.m. (CST) on Saturday, Jul 12, 2025
Be an Early Applicant
Alajuela, Alajuela
In-Office
Financial Services
The Role
At Clicklease, we're on a unique mission – to empower the small business owners often overlooked by traditional lenders. If you're considering joining our team, envision yourself at the heart of our vibrant headquarters in West Valley City, UT, or contributing to our impactful operations from Radial, Alajuela, Costa Rica. At Clicklease, we've cultivated a dynamic work environment that goes beyond routine services. At Clicklease, you'll play a pivotal role in transforming equipment financing into a gateway for entrepreneurs to turn their dreams into reality. If you're passionate about purpose-driven work, innovation, and making a tangible impact, Clicklease is where your career journey begins.

Join us in shaping a future where every business owner has the opportunity to thrive.

Modality:  Hybrid
Schedule: 10:00 am – 7:00 pm Monday - Friday

What you'll be doing: 

  • Address inbound and outbound calls, emails and chat requests from customers including but not limited to online application process, lease agreement, payments, and other general customer inquiries from approved applicants finalizing transactions to get equipment from participating dealers/vendors 

  • Work with our vendors to solve any issues they have with their applications or invoices 

  • Consistent follow-up with prospects via phone, email, and messaging to answer customer questions and solve problems about their account 

  • Effectively communicate the company’s value proposition to end-users (business owners) 

  • Provide feedback/suggestions on processes employed by the team to achieve funding growth 

  • Diligently use CRM (Salesforce.com) to capture relevant data and keep comprehensive and accurate prospect notes 

  • Other duties may be as assigned as needed

What you have: 

  • Drives for Results meets or exceeds multiple/simultaneous deadlines while supporting a calm, fun loving, and always professional demeanor 

  • Desires to further develop their own customer service skills and business acumen 

  • High success rate in meeting and exceeding goals 

  • Self-starter who wants to work hard and contribute every day to a thriving organization with ability to understand Clicklease’s evolving needs 

  • Effective Communicator – clearly and proactively communicates to management, peers, and customers 

  • Magnetic Personality – able to create an instant connection with customers & co-workers 

  • Contributes to the culture of Clicklease as a team player as well as living the Clicklease values 

  • Consistently brings an engaged, positive attitude and likes to WIN!

What will make you stand out: 

  • Minimum of 1 years of experience in Outbound B2B/B2C Sales 

  • At least 1 years of experience in the Call Center industry

  • Financial Services and/or leasing experience 

  • Tech savvy and experienced with CRM software

What we offer:

  • An amazing culture

  • Medical insurance

  • Life insurance

  • Paid time off and holidays

  • Asociación Solidarista

  • Ask us about our two annual parties during your interview ;)

  • Office located near the airport in Alajuela

Clicklease only accepts resumes submitted in English 

Clicklease is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring that all employees and job applicants are treated with respect and dignity regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Similar Jobs

Acquia Logo Acquia

Senior Marketing Campaign Specialist

AdTech • Cloud • Marketing Tech • Productivity • Software • Analytics • Automation
Easy Apply
Remote or Hybrid
Costa Rica
1100 Employees
5-5 Annually

SoFi Logo SoFi

Third Party Information Security Assessment Lead Assessor

Fintech • Mobile • Software • Financial Services
Easy Apply
Hybrid
Costa Rica
4500 Employees

SoFi Logo SoFi

Third Party Information Security Assessment Lead Assessor

Fintech • Mobile • Software • Financial Services
Easy Apply
Hybrid
5 Locations
4500 Employees

TrueML Logo TrueML

Salesforce Administrator

Fintech • Machine Learning • Payments • Social Impact • Software • Financial Services
In-Office or Remote
3 Locations
450 Employees
44K-53K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: West Valley City, UT
176 Employees

What We Do

Clicklease is the payment solution that says “yes.” Our innovative payment solution connects equipment vendors with small businesses through flexible, affordable payment plans. The solution’s proprietary algorithm doesn’t need to consider FICO scores for approval, empowering customers who can’t get funding otherwise.

Business owners simply shop for the equipment they need on their favorite vendor websites, click to apply for Clicklease payments, complete the 4-minute application, receive instant approval, and enjoy same-day funding.

Our solution is a win-win. It not only helps small businesses buy what they need to succeed, it helps equipment vendors sell what they need to grow. And when businesses grow, so do families, communities, and economies.

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
80 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account