Client Outreach Specialist – Rekey Program

Company Overview

DLVR under Figure Financial is a sales and business development company focused on building strategic partnerships that help businesses grow and bring new technology and services to customers. We work with established partners to support customer acquisition, technology deployment, and service operations.

Our team plays a key role in supporting the Rekey Program for a leading delivery technology partner, helping businesses and properties implement and maintain technology that improves access and delivery operations.

When you join Figure Financial, you become part of a cohesive team that values autonomy, collaboration, and professional growth. Our culture is built on teamwork, proactive problem-solving, and mutual respect. We believe work should be something you look forward to, driven by meaningful opportunities and the people around you. We welcome those who want to help us build on the strong foundation already in place.

Job Summary

As a Client Outreach Specialist supporting the Rekey Program, you will work with a large IOT provider assisting properties where a business device was previously installed but is currently offline or has been removed. Your goal is to connect with the property and schedule a technician to service or reinstall the device.

The role focuses primarily on outbound client outreach, account research, appointment scheduling, technician coordination, and accurate documentation. You may also provide support to other areas of the business as needed.

We are looking for someone who is reliable, punctual, focused, organized, independent, and able to learn and adapt quickly.

Key Responsibilities

Client Outreach

• Make outbound calls to properties assigned through the Rekey Program.
• Research and identify accurate contact information when needed.
• Communicate with property contacts to gather information and coordinate next steps.
• Follow up with contacts through phone and email as needed.

Account Research & Documentation

• Review previous account information and property history.
• Research phone numbers, contacts, and other information needed to successfully reach the property.
• Maintain accurate and detailed notes for calls, emails, appointments, and follow-up activity.
• Keep account and appointment information current and organized.

Appointment & Technician Coordination

• Schedule technicians to service or reinstall devices.
• Identify the appropriate technician based on location, availability, and service requirements.
• Confirm appointment information and communicate necessary details.
• Follow up on scheduling issues and outstanding appointments.

Productivity & Follow-Through

• Meet established daily call and productivity goals.
• Manage assigned accounts and follow through on outstanding requests.
• Stay organized and prioritize daily activities to keep accounts moving forward.
• Take ownership of assigned work through successful scheduling or resolution.

Additional Support

• Provide support to other areas of the business as needed.
• Learn and assist with additional processes and responsibilities as business needs evolve.

Essential Skills

• Communication Skills: Strong written and verbal communication skills for interacting professionally with property contacts, clients, technicians, and internal teams through phone, email, and Microsoft Teams.
• Research & Problem-Solving: Ability to research contact information, review account history, identify next steps, and work through challenges independently.
• Attention to Detail: Strong attention to detail when reviewing account information, documenting interactions, scheduling appointments, and maintaining accurate records.
• Technical Proficiency: Comfortable using Microsoft Office, email, Microsoft Teams, and customer or account management systems, with the ability to learn new software and processes quickly.
• Organizational Skills: Ability to manage multiple accounts, maintain accurate documentation, prioritize daily activities, and keep tasks moving forward.
• Time Management: Ability to manage time effectively, meet daily call and productivity goals, prioritize follow-ups, and complete assigned work within expected timeframes.
• Follow-Through & Accountability: Takes ownership of assigned responsibilities, follows up on outstanding requests, and ensures tasks are completed through resolution.
• Independence: Ability to stay focused, manage daily responsibilities, and work productively without constant supervision.
• Teamwork: Ability to collaborate effectively with supervisors, technicians, and colleagues while supporting shared goals.
• Adaptability: Flexibility to adjust to changing priorities, procedures, and business needs while maintaining productivity and quality.
• Reliability & Punctuality: Consistent attendance, punctuality, and dependability are essential to the success of this role.

Requirements

• Previous experience in client support, customer service, scheduling, call center, or administrative support is preferred.
• Comfortable using computers, email, Microsoft Office, Microsoft Teams, and customer or account management systems.
• Ability to learn new software, systems, and processes quickly.
• Reliable attendance and punctuality are required.
• Ability to work in-office Monday–Friday, 9:00 AM–5:00 PM.
• Ability to work independently in a goal-oriented environment.

What Success Looks Like

Success in this role means consistently moving Rekey accounts forward. You will be expected to maintain daily activity, make quality contacts, accurately document your work, schedule technicians effectively, and follow through on outstanding requests.

The strongest candidates will be people who stay focused, take ownership of their work, consistently meet expectations, and follow through without needing constant supervision.

Why Join Us?

• Support an established program for a leading delivery technology partner.
• Develop experience in client communication, account research, scheduling, and service coordination.
• Build knowledge of a specialized program while gaining opportunities to learn other areas of the business.
• Work in a fast-paced, team-oriented environment where reliability, initiative, and accountability are valued.

If you’re dependable, organized, comfortable on the phone, and someone who takes ownership of getting the job done, we’d love to hear from you.

Benefits

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

• Medical with HSA Options
• Dental
• Vision
• Accident
• Critical Illness
• 401(k) matching
• Company paid life insurance
• Two weeks PTO
• Paid holidays

Please note that only qualified candidates will be contacted.

Figure Financial Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage qualified candidates of all backgrounds to apply.

Pay: $17.00 - $19.00 per hour

Benefits:

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

Experience:

• call center: 1 year (Preferred)

Ability to Commute:

• Orem, UT 84058 (Preferred)

Work Location: In person

Salary : $17 - $19