Contractor Support Specialist jobs in United States
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Watercress Financial · 4 months ago

Contractor Support Specialist

WATERCRESS FINANCIAL GROUP LLC is seeking a Contractor Support Specialist to enhance the experience of home improvement contractors by utilizing their knowledge of the company's products and services. This role involves building relationships, assisting contractors with financial products, and collaborating with internal teams to ensure effective communication and support.

FinanceFinancial ServicesPersonal Finance

Responsibilities

Build and maintain strong relationships with home improvement contractors through friendly, efficient, and high-quality support and training
Assist home improvement contractors with understanding and utilizing our financial products and payment solutions
Collaborate closely with the Sales and Marketing teams to ensure home improvement contractor-facing solutions and updates are communicated accurately and timely
Track all communications, activities, and action items within Salesforce CRM and other proprietary systems
Directly manage the setup and credentialing of new home improvement contractor accounts, and service existing accounts by assisting with updates, profile changes, and other ongoing maintenance needs
Maintain superior customer service performance with limited supervision in a fast-paced environment
Complete additional tasks and projects as assigned

Qualification

Customer support experienceFinancial services knowledgeMicrosoft Office SuiteCommunication skillsTime managementInterpersonal skillsNegotiation skillsConflict resolutionAttention to detail

Required

Associate's or Bachelor's degree in a related field preferred; a combination of education and relevant experience may be considered
Minimum of one year of experience in the financial services, banking, or call center industries preferred
Demonstrated commitment to excellent customer service
Strong verbal and written communication skills
Excellent interpersonal, negotiation, and conflict resolution skills
Ability to maintain integrity, professionalism, and confidentiality
Strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines
Ability to work independently as well as collaboratively within a team
Proficiency with Microsoft Office Suite and ability to quickly learn new systems and software applications
Close attention to detail and the ability to follow step-by-step processes with precision and consistency

Preferred

Experience in a customer support or call center environment preferred
Working knowledge of the financial services and/or credit industry preferred

Benefits

Flexible scheduling options, including a hybrid work schedule
Weekend shifts are fully remote

Company

Watercress Financial

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Watercress Financial provides home financing for contractors and homeowners.

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Stiglich
Senior Vice President, Channel Partnerships
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Bob Hughes
CIO
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Company data provided by crunchbase