• Offer support over multiple channels including livechat, email, phone, and social media platforms. • Provide troubleshooting and product education to customers. • Collaborate with team members on special projects to improve customer experience. • Proactively educate customers on best practices and advocate for process enhancements in the CS department.

• Proactively make outbound calls across various lead types to both existing and potential customers within your designated territory; foster meaningful conversations to determine unique requirements and challenges, qualify potential spending on wearables, while also offering practical and imaginative solutions to meet their needs. • Create and implement an effective sales approach to leverage opportunities and secure a greater share of the customers spend. • Proactively educate customers on the advantages of choosing SanMar as their preferred supplier, emphasizing our unwavering commitment to quality, inventory, product selection and customer satisfaction. • Collaborate with Territory Managers to share valuable insights about customers they may not have encountered before; assess and qualify customers for Account Executive assignment as necessary. • Enter data into Salesforce CRM with learned information about customers, creating new or enhanced opportunities for AE's and/or Territory Managers. • Serve as a product and industry expert, demonstrating profound understanding of SanMar's product offerings, marketing tools, and solutions to effectively communicate their value and relevance to customers; stay abreast of industry trends and competitors to provide informed advice and service to customers. • Keep customers well-informed about products, updates, new offerings, marketing programs, and opportunities to enhance their business. • Complete and meet deadlines for all lead lists, calling initiatives and other assigned projects, achieving the expected volume of proactive customer contacts. • Participate in and contribute to various industry trade shows, effectively analyzing potential growth opportunities while enhancing customer relationships, education and engagement. • Perform other duties as assigned. • Comply with all policies and standards.

• Provide email and chat support (no phone calls!) to platform users • Answer common 'how-to' and FAQ-type questions • Assist with account management and payment-related issues • Guide users through troubleshooting steps with patience and clarity

• Manage the mortgage loan process from initial approval through final approval and closing • Serve as the primary point of contact for customers, Mortgage Loan Officers, and internal and external partners • Ensure timely communication, document collection, and processing of loan conditions • Work closely with all parties involved in the transaction to facilitate a smooth and efficient loan experience while maintaining compliance with bank, regulatory, and investor guidelines