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    Partner Support Specialist - Irvine, United States - ConsumerDirect, Inc.

    ConsumerDirect, Inc.
    ConsumerDirect, Inc. Irvine, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Position: Partner Support Specialist

    About ConsumerDirect:

    ConsumerDirect is the people-first-financial platform and creator of , , myLONATM, and Hogo. We're the first company to combine credit, privacy, money management, and identity protection all in one place, empowering everyday people to take ownership of their financial world. Download the Hogo app and check us out

    Position Overview:

    As the Partner Support Specialist, you are the driver in setting up new partner accounts. Post-sale, you will build out our partner weblinks, conduct virtual trainings, and respond to any inquiries that funnel through our phones/emails. Your ultimate goal is to ensure our Partners receive the utmost customer service and that their needs are met to successfully achieve their business goals.

    Job Requirements:

    • Coordinate Partner on-boarding processes.
    • Creating unique weblinks for each new partner onboard.
    • Schedule initial virtual training call and prepare all materials for training sessions.
    • Provide tech 1 support for all existing partners over the phone or virtually.
    • Cultivate Partner relationships by providing outstanding customer service.
    • Generate and send reports as requested by partners.
    • Maintain constant communication with Partners through various channels such as telephone, email, and social media.

    Qualifications:

    • Tech savvy – able to give over the phone tech support (Level 1)
    • At least 2 years of customer service experience or account management
    • Able to problem solve with little to no direction using critical thinking skills
    • Proficient management of using an internal CRM
    • Fluent using Microsoft Outlook, HubSpot, Slack and Excel
    • Ability to work independently and collaboratively in a cross-functional team
    • Flexible to jump from project to project, keeping tabs of most duties
    • Business travel as needed, potentially 1-2 times per year

    Our Benefits:

    • 10 Paid holidays
    • 401K Retirement Savings Plan
    • Open time off policy (AKA unlimited vacation time)
    • Company contributions towards medical/dental/vision plans
    • $1500 annually contributed toward learning and development
    • Daily catered lunches, coffee, and snack bar
    • Opportunity to be a part of a great corporate culture - on OC's best places to work list 3 years counting

    "ConsumerDirect embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."

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