Vitu

• Enter and maintain accurate customer data within the CRM system, ensuring data integrity and consistency. • Assist with data cleansing and regular updates to eliminate duplicate records and enhance data quality. • Collaborate with sales, marketing, and customer service teams to support their CRM-related needs and ensure alignment with overall business goals. • Generate and distribute standard reports and dashboards to provide insights into customer interactions and trends. • Provide user support and training to internal teams on CRM tools, features, and best practices. • Assist in the development of CRM workflows, automation, and integration with other software tools. • Monitor CRM system health and troubleshoot minor technical issues, escalating complex problems to the appropriate IT personnel if necessary. • Contribute to the continuous improvement of CRM processes and procedures to enhance efficiency and user experience. • Stay up-to-date with industry trends and best practices in CRM management and technology.

• Manage one or more medium to high complexity technical projects • Perform business analysis activities to extract and document requirements with acceptance criteria • Lead discussions with the project team to identify tasks, dependencies, and project timelines • Facilitate scoping and planning with executive sponsors • Initiate delivery, launch, and post-launch support while holding retrospectives for improvements • Communicate fluently with project teams and executives, presenting complex information • Plan, schedule, execute, and monitor work to meet project targets • Negotiate trade-off discussions on schedule, scope, and budget as needed • Organize and lead project status meetings and working sessions • Identify and remove impediments for a successful project outcome

• Enter and maintain accurate customer data within the CRM system, ensuring data integrity and consistency. • Assist with data cleansing and regular updates to eliminate duplicate records and enhance data quality. • Collaborate with sales, marketing, and customer service teams to support their CRM-related needs and ensure alignment with overall business goals. • Generate and distribute standard reports and dashboards to provide insights into customer interactions and trends. • Provide user support and training to internal teams on CRM tools, features, and best practices. • Assist in the development of CRM workflows, automation, and integration with other software tools. • Monitor CRM system health and troubleshoot minor technical issues, escalating complex problems to the appropriate IT personnel if necessary. • Contribute to the continuous improvement of CRM processes and procedures to enhance efficiency and user experience. • Stay up-to-date with industry trends and best practices in CRM management and technology.

• Conduct outbound prospecting through phone, email, and LinkedIn • Target high-volume lender prospects and book demo appointments • Engage key decision-makers to identify pain points and propose solutions • Use HubSpot CRM to track leads, activity, and communication • Collaborate with sales and marketing to align messaging and strategy • Occasionally attend industry events and internal meetings

• Prospect and sell products and services associated with the Vitu solution. • Establish account contacts, develop relationships with prospects and recommend appropriate solutions. • Install and train new clients on the Vitu solution. • Maintain client relationships. • Provide support, on-going training, technical information and account management. • Research and recommend new solutions, product and service improvements. • Ensure all proposals and scope of work are submitted accurately and in a timely manner to future customers. • Maintain the input of client information, sales activity, required forms, proposals, and communication in NetSuite. • Attend all team meetings and functions, including training sessions, and marketing events. • This position requires travel of up to 100 miles.

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner. • Receive and respond to customer requests via the inbound call queue and support ticketing systems. • Provide an Effortless Customer Experience: Ask questions and actively listen to customers to understand their issues, always demonstrating respect and concern. • Provide Tier 1 support, solving standard and recurring issues with the customer's configuration such as password resets or answering basic questions about the solution. • May provide one-on-one training for new and/or existing customers as needed while working on support issues to help drive customer satisfaction. • Apply appropriate internal and security tools or processes (i.e., PIN, identifying information) to assess customer records or other electronic information. • Document customer inquiries, status, and resolution. • Work across teams when needed and follow up with customers to resolve issues satisfactorily.

• Receive and respond to customer requests via the inbound call queue and support ticketing systems. • Provide an Effortless Customer Experience: Ask questions and actively listen to customers to understand their issues, always demonstrating respect and concern. • Provide Tier 1 support, troubleshooting, and resolving standard and recurring issues with the customer's configuration • May provide one-on-one training for new and/or existing customers as needed while working on support issues to help drive customer satisfaction. • Apply appropriate security tools or processes (i.e., PIN, identifying information) to assess customer records or other electronic information. • Document customer inquiries, status, and resolution. • Work across teams when needed and follow up with customers to resolve issues satisfactorily.

• Plan, coordinate, and manage technical projects across the full software development lifecycle • Work with engineering and product teams to define project scope, goals, deliverables, and success criteria • Create and maintain detailed project plans, timelines, budgets, and resource allocations. • Track project performance using KPIs and project management tools • Identify and manage project risks, dependencies, and issues, ensuring timely resolution and escalation.

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner. • Receive and respond to customer requests via the inbound call queue and support ticketing systems. • Provide an Effortless Customer Experience: Ask questions and actively listen to customers to understand their issues, always demonstrating respect and concern. • Provide Tier 1 support, solving standard and recurring issues with the customer's configuration such as password resets or answering basic questions about the solution. • May provide one-on-one training for new and/or existing customers as needed while working on support issues to help drive customer satisfaction. • Apply appropriate internal and security tools or processes (i.e., PIN, identifying information) to assess customer records or other electronic information. • Document customer inquiries, status, and resolution. • Work across teams when needed and follow up with customers to resolve issues satisfactorily.

• The auditor is responsible for meticulously reviewing all documents that have been electronically filed by the second line business partner. • Daily Tasks - Audit paperwork against DMV policies, providing notice to clients and to DMV as set forth by company procedures Audit / review an average of at least 600 + deals per day • Flag errors that can be fixed and contact clients for additional information and / or documents. • Arrange paperwork in proper document order as per Standard Operating Procedures • Must have an auditor’s eye / instinct (know what to look for). Identify errors and prohibited transactions. • Ability to determine if transaction is worthy of error notice • Flag errors that can be fixed, print clear and concise Error Notice for client • Arrange the bundle in proper bundle order • Access customer data for the purpose of reprinting required paperwork • Manage each bundle after the audit is complete. Mark error as critical or fixable Print error reports