Customer Development Manager

About us:

Advantage Financing is a direct, commercial lender, passionate about helping small businesses grow since 1992. We love building relationships with our customers and vendors to serve them excellently.

Culture is a priority in our company. The genuine care, concern, and respect that we have for one another is extraordinary. We do serious work, but we don’t take ourselves too seriously…we love to laugh! We value people and personal connections.

Here are a few things that our team has said about us:

· “I enjoy being appreciated and shown that I mean something to the company.”

· “Management is truly appreciative of the employees and shows it in many different ways.”

· “The people here aren’t just co-workers. They are friends, family, and people that you want to see during the week.”

If you’ve got a passion for people and relationship building is what you love to do, this opportunity may be for YOU!

Key Responsibilities:

Inbound Lead Conversion:

• Manage and qualify all inbound customer leads to the point of application. 

Offer additional/complimentary services:

• Educate qualified leads on additional products and services available. (Ex: Insurance, additional equipment, etc.)

Outbound Contact & Follow-Up:

• Make a high volume of daily outbound calls to existing customers and warm leads, maintaining detailed call notes and next steps in CRM (HubSpot).

Collaboration & Strategy:

• Coordinate with Account Managers and Business Development Managers to align target markets, trade shows/associations, messaging, and promotions.

Minimum Qualifications:

• Driven, results-oriented and self-motivated
• 2 years of inside sales, outbound sales, or customer success experience
• Call Center experience preferred, but not required
• Proven ability to build rapport quickly and uncover customer needs
• Strong verbal and written communication skills
• Highly organized and disciplined with CRM usage (preferably HubSpot)
• Equipment finance, commercial lending, or business-to-business sales experience is a plus

Skills:

• Energized by interacting with people.
• Self-motivated, organized and detail-oriented.
• Proficient in Microsoft Outlook. (Experience in Word, and Excel a plus.)

Benefits:

• Competitive wages with bonus opportunities.
• Company outings.
• Early Fridays.
• Casual dress and engaging, light-hearted work environment.

Job Type: Full-time

Salary: $23.00 - $24.00 per hour

Bonus potential: ≥hourly salary (performance based)

OTE: $72,000 - $100,000 annually

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Ability to commute/relocate:

• Brookfield, WI 53005: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person