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Key Responsibilities:
Sales and Business Development:
- Lead the branch team to achieve sales targets for Loan Against Property (LAP) products, ensuring overall growth in the branch's portfolio.
- Develop and implement strategies to acquire new clients, cross-sell products, and maintain long-term relationships with customers.
- Monitor market trends and competitor activities to identify opportunities and stay ahead of market demands.
- Promote the LAP product offerings through various channels, including partnerships, referral networks, and local events.
Team Leadership and Management:
- Manage, mentor, and guide the sales and operational teams to achieve individual and branch-wide sales goals.
- Conduct regular performance reviews and provide coaching and training to enhance the sales team’s skills.
- Ensure adherence to organizational standards and processes in customer acquisition and relationship management.
Customer Relationship Management:
- Establish and maintain strong relationships with key clients, stakeholders, and other business partners.
- Provide high-level support for the LAP product offering, including assisting clients with queries and guiding them through the loan process.
- Resolve customer issues or concerns related to LAP applications and ensure timely and efficient processing.
Operational Management:
- Oversee the day-to-day operations of the branch, including loan origination, documentation, disbursement, collections, and compliance.
- Ensure the branch maintains a smooth, efficient, and compliant operation in line with internal policies and external regulations.
- Monitor and maintain branch financials, including revenue, expenses, and profitability.
Reporting and Compliance:
- Provide regular reports to senior management on branch performance, including sales achievements, operational issues, and market trends.
- Ensure all processes comply with regulatory guidelines, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.
Fieldproxy is looking for a passionate Customer Success specialist. We are on a pace to grow 3x in size this year with our customer success team. This is an exciting opportunity for someone who is looking to uplift their Customer Success career in a rapidly growing SaaS start-up.
Key responsibilities:
- Establishing customer engagement activities like onboarding and product implementation constantly while meeting the business metrics
- Increase product adoption and customer retention rate
What we look for:
- 2+ years of experience, preferably in a SaaS organization with at least 6+ months of domain expertise in Customer Success
- Excellent presentation skills and writing skills
- Ability to make a quick decision in a lean team
- Strong communication skill is not expected as it is kept as a default checklist
- Experience with a SaaS product would be preferred
- Work exceptionally with the cross-functional teams(product, sales, pre-sales, marketing, developers, etc.)
- Proactive in establishing deeper customer relationships
- Minimize the churn rate and maximize the revenue by constantly creating opportunities for upselling
- Familiar with the CRM tools preferred
What we provide in return:
- Competitive salary
- Opportunity to work in a fast-moving, high growth SaaS company
- Company-paid Health insurance
- A great learning experience with high paced growth opportunities
- Hybrid and friendly work culture with always ready to help attitude colleagues
We’re looking for a highly skilled customer service representative to join our team, managing inbound and outbound phone calls, email requests, and face to face interaction with a friendly, helpful approach. The ideal candidate is a quick learner who can think on their feet and resolve any issues that come up with our customer-first business mentality. He or she is also experienced with sales, as the opportunity to promote company products and services may arise. The most successful representatives have the communication and interpersonal skills needed to provide support, answer questions, and resolve issues in an efficient manner. Serving as the voice and face of our company, he or she will be integral to reinforcing our reputation for exceptional customer service.
Objectives of this Role
- Manage a large volume of inbound and outbound calls, emails, and chats with knowledge and efficiency
- Identify and address customer needs with a goal of complete satisfaction
- Provide expert answers to questions about products, pricing, and availability, while presenting the value of our portfolio of products to customers
- Meet customer service department sales targets, generating sales leads when opportunities arise
Skills and Qualifications
- Successful experience in a corporate environment
- Strong communication skills, including active listening and clear articulation
- Ability to solve problems and alleviate conflicts or escalate tactifully
- Ability to multitask, manage time, and prioritize
- Able to work individually and as a team