Executive Retention Specialist jobs in United States
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GoodLeap · 4 months ago

Executive Retention Specialist

GoodLeap is a technology company delivering innovative financing and software products for sustainable solutions. The Executive Retention Specialist will focus on making outbound calls to re-engage clients and transferring them to Mortgage Specialists to facilitate loan processing.

Financial Services

Responsibilities

Make outbound calls utilizing lead management software on existing leads and transferring live customers over to the Mortgage Specialist for further conversation
Communicate with Mortgage Specialist and log activity in lead management software
Utilize effective sales techniques to qualify leads and transfer to Sales

Qualification

Sales prospectingTelemarketing experienceMicrosoft Office proficiencyProfessional demeanorSelf-motivatedTeam player

Required

1-2 years experience of proven sales prospecting experience
Proficiency with Microsoft Office applications
Self-motivated and extremely goal-oriented
Team Player
Professional demeanor

Preferred

Prior telemarketing experience with financial products

Company

GoodLeap

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GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more.

Funding

Current Stage
Late Stage

Leadership Team

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Hayes Barnard
Founder, Chairman and CEO
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John Shrewsberry
Chief Financial Officer
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Company data provided by crunchbase