Account Development Representative at Lendio

Long Island City, New York, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial ServicesIndustries

Requirements

Exceptional written and oral communication skills
Strong work ethic with eagerness to learn and make new connections with prospects
Problem-solving skills and ability to collaborate in a competitive environment
Strong phone contact handling skills and active listening abilities
Customer orientation with ability to adapt and respond to different types of characters
Ability to multitask, prioritize, and manage time effectively
Proficiency in collecting customer information and answering customer questions

Responsibilities

Execute outreach strategies for new lead generation methods
Support senior sales teams and sales representatives on outbound strategies and lead generation efforts
Monitor and attend meetings with prospects, handling introductions and follow-up with sales representatives
Serve as the first point of contact for new business prospects, determining next steps for each prospect
Collaborate with sales teams by bringing innovative lead generation ideas to weekly meetings
Maintain customer records by updating account information
Identify customer needs and take proactive steps to maintain positive experiences
Respond to customer queries in a timely and effective manner
Work with Sales and Operations on processes and procedures
Respond to all business owners in a timely manner
Provide accurate, valid, and complete information
Keep records of customer interactions, process customer accounts, and file documents

Skills

Communication

Phone Handling

Active Listening

Problem Solving

Multitasking

Prioritization

Lead Generation

Outbound Sales

Prospecting

CRM Management

Lendio

Marketplace connecting small businesses with lenders

About Lendio

Lendio helps small businesses in the United States secure loans by acting as a marketplace that connects them with various lenders, including banks and credit unions. Business owners can fill out a single online application to access multiple loan options, such as SBA loans, term loans, and lines of credit, which saves time and increases their chances of finding suitable funding. Lendio earns money through referral fees paid by lenders when a loan is successfully funded, aligning their interests with those of their clients. By simplifying the loan application process and providing educational resources, Lendio aims to support small businesses in obtaining the financing they need for growth and sustainability.

Lehi, UtahHeadquarters

2011Year Founded

$78.8MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees