Client Onboarding Associate

4 weeks ago

Toronto, Canada FundThrough Full time

We’re looking for our next Client Onboarding Associate (OA). As an OA at FundThrough, you will play a pivotal role in driving client onboarding and providing exceptional customer service. Your primary responsibility will be to manage and nurture inbound leads, build strong relationships with prospective clients, and convert them into customers. With your excellent communication and sales skills, you will be responsible for understanding client needs, educating them about our factoring services, and tailoring solutions to meet their specific requirements. This is an exciting opportunity to join a dynamic team and contribute to the success of FundThrough.

***
**About the company**:
FundThrough is a leading fintech company accelerating cash flow and enabling growth for small and medium-sized businesses that sell to large customers and wait to get paid. Based in Toronto and operating across North America, FundThrough’s AI-powered invoice funding platform gives B2B businesses fast, customized funding offers to get their invoices paid in a few days - rather than a few months - and get quick access to cash they’ve already earned.

**Requirements**:

- Passion for our mission of empowering small businesses to thrive
- Demonstrated ability to garner attention, present professionally, and be an effective communicator to team members at all levels
- Results-driven and goal-oriented
- Experience with large deal sizes (>$500k in financing/loans or >250k with SaaS type deals)
- Keen interest in developing your career in a high-performing client management team and learning the inputs that drive our growth
- Experience using CRM software (ex. Salesforce, Hubspot or Pipedrive)
- Bonus: Prior experience working within a fast-growing startup or in finance - fintech, lending, payments, or banking entity within a sales or business development capacity

**What will set you up for success**:

- Proactiveness: We’re a small team with a lean mindset. We’re making decisions fast and need to adapt quickly to new information. You thrive with independence and have a positive “get things done” attitude
- Results Focused: We’re constantly reviewing information, metrics, and KPIs. You should be excited by achieving numbers - and if they don’t exist, you’re telling us what they are and how to hit them
- Excellent Communication: we’re energized by the challenge of grabbing someone’s attention, relating to them, and driving professional value in every interaction. You will contribute to this energy

**Responsibilities**:

- Handle inbound leads: Respond to incoming inquiries from prospective clients, answer their questions, and provide accurate information about our factoring services
- Lead conversion: Develop relationships with potential clients, understand their unique needs, and effectively communicate the benefits and advantages of our factoring solutions
- Consultative selling: Conduct thorough fact-finding conversations to identify client pain points and propose tailored factoring solutions to address their financial challenges
- Account management: Collaborate with internal teams to onboard new clients successfully and ensure smooth transitions. Maintain regular communication with clients to provide exceptional customer service and address any concerns or issues promptly
- Pipeline management: Track and manage leads and opportunities using SalesForce, update records, notes, and provide accurate forecasts to the management team

**Benefits**
- Opportunity to leave your mark on a growing startup
- An incredibly diverse team of brilliant minds from all over the world
- Competitive compensation, including stock options
- Health benefits
- Family-friendly policies
- Flexible work-from-home policy
- A fully stocked kitchen, birthday treats, and a lunch of your choice every week (one of our values is Fun & Food)

Please note that due to the sensitive nature of the work we do, clearing a criminal record check is a condition of employment.

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