Credit Suite, Business Credit Specialists

• Take qualified inbound opportunities and run a disciplined, consultative sales process. • Uncover real business pain and drive urgency. • Confidently ask for the sale and overcome objections without hesitation. • Build instant credibility with small business owners. • Manage your time independently in a remote environment. • Use CRM and sales tools effectively to track performance and optimize close rates.

• Serve as a trusted advisor to small business owners seeking business credit and financing solutions. • Deliver a high-touch, consultative customer experience from initial call through funding. • Use AI-powered tools to create and present personalized Funding Blueprints. • Maintain working knowledge of lender requirements and program qualifications to provide accurate, tailored guidance. • Act as a Team Lead by supporting, mentoring, and guiding advisors to deliver consistent, high-quality service. • Help reinforce best practices, client communication standards, and process adherence. • Build long-term relationships with clients by setting clear expectations and providing ongoing support.

• Identify, recruit, and activate influencers, affiliates, and partners aligned with small business, credit, or finance audiences. • Leverage existing relationships to deliver fast wins—and build new partnerships through targeted, strategic outreach. • Own the full lifecycle: outreach → relationship-building → onboarding → performance tracking. • Lead or join podcast conversations, virtual events, and co-branded campaigns that deepen engagement. • Partner with internal teams (marketing, sales, partnerships) to align messaging and optimize promotion. • Launch innovative affiliate campaigns that drive qualified leads and high conversion rates.