● Managing targeted outreach efforts to qualify potential business loan prospects, driving lead generation and sales. ● Reaching out to businesses to pitch merchant services and expertly schedule appointments, ensuring streamlined client engagement and maximizing opportunities. ● Crafted tailored email, phone, and social media outreach to engage prospects, addressing specific pain points to generate responses. ● Maintained organized CRM pipelines with accurate data, supporting efficient lead tracking and sales forecasting.

● Assign tasks, manage schedules, and monitor adherence to company policies. ● Track and evaluate individual and team performance against key performance indicators (KPIs) such as response time, resolution time, and customer satisfaction. ● Generate regular reports on team performance, customer feedback, and service trends. ● Develop contingency plans to manage high-demand periods effectively.

● Investigate and resolve customer complaints in a timely manner. ● Collect and analyze customer feedback to identify areas for improvement. ● Work closely with other departments like sales, marketing, and technical teams to address customer needs. ● Review and evaluate customer support interactions (calls, emails, chats) to ensure adherence to company policies and standards.