Client Engagement Specialist

Job Description

REQUIREMENTS

• Experience speaking with customers or business owners (helpful, not required)
• Strong communication skills and willingness to learn
• Ability to stay organized in a remote setup
• Comfortable using basic computer tools and online meetings

RESPONSIBILITIES

• Connect with business owners who have requested information
• Learn about each business’s needs and guide conversations around available transaction processing tools
• Attend scheduled face-to-face appointments and conduct remote follow-ups
• Keep conversations professional, warm, and solution-focused
• Record notes and updates in the CRM
• Support overall engagement and activity goals

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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