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Credit Suite, Business Credit Specialists logo
Credit Suite, Business Credit Specialists

We Help Businesses Get Capital - Improve Fundability ∙ Build Business Credit ∙ Get Loans & Credit Lines

Customer Service – Team Lead

Customer SupportCustomer SupportOtherRemoteSeniorTeam 51-200Since 2011H1B No SponsorCompany SiteLinkedIn

Location

Colorado + 12 moreAll locations: Colorado | Florida | Idaho | Nevada | North Carolina | Oregon | Massachusetts | Missouri | South Carolina | Tennessee | Utah | Washington | Wisconsin

Posted

127 days ago

Salary

$45K - $55K / year

Seniority

Senior

English

Job Description

Customer Service – Team Lead

Credit Suite, Business Credit Specialists

• 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.

Job Requirements

  • Strongly Preferred Background in customer service, client success, or account management (required).
  • Experience with business credit, business financing, lending, or financial services (strongly preferred).
  • Ability to explain complex financial concepts clearly and confidently.

Benefits

  • Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability
  • 401(k): Company match included.
  • PTO: Flexible paid time off and regular business hours.
  • Supportive Culture: Collaborative, learning-focused environment with real career growth opportunities.

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