Customer Relationship Process Specialist jobs in United States
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Wesley Financial Group · 2 months ago

Customer Relationship Process Specialist

positionFranklin, Franklin, TN, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$0/yr - $50K/yr

Wesley Financial Group is a community-focused company that values collaboration and innovation. They are seeking a Customer Relationship Process Specialist to help clients navigate the timeshare exit process while ensuring an exceptional customer experience.

ConsultingDocument PreparationFinanceFinancial Services

Responsibilities

Work collaboratively to manage client files from start to finish
Ensure all necessary documentation is submitted on time
Communicate updates clearly and promptly to clients
Manage live calls, emails, and team chats while maintaining Salesforce records
Provide personalized support to ensure clients understand every step of the process

Qualification

Customer serviceDe-escalation experienceSalesforceExcelGoogle SheetsGoogle WorkspaceTime managementCommunication skillsOrganizational skillsTeam-oriented mindsetAdaptability

Required

A passion for delivering exceptional customer service
Strong time management, communication, and organizational skills
A positive, adaptable, and team-oriented mindset
Proficiency in Excel, Google Sheets, and Google Workspace
Prior customer service experience – a must!
Prior de escalation experience - a must!

Benefits

Comprehensive Benefits: Medical, Dental, and Vision Insurance.
Secure Your Future: 401K with a generous company match.
Time to Recharge: Generous PTO – start accruing from day one!
Balanced Schedule: Enjoy great work-life harmony with a friendly Monday-Friday schedule.
Celebrate & Connect: Participate in engaging company-wide events, team-building activities, and employee recognition programs.
Onsite Perks: Access our fitness center, relax in team lounge areas, or enjoy food trucks and courtyard spaces.
Growth & Coaching: Learn from industry professionals committed to your success.
Diverse & Inclusive: We embrace what makes each team member unique!

Company

Wesley Financial Group

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Wesley Financial Group is a consumer rights group that timeshare cancellation and debt elimination services to individuals and families.
dateFounded in 2011
location
Franklin, Tennessee, USA
people-size201-500 employees
web-link
https://www.wesleyfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jinanne West
Chief Financial Officer
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John Meadows
Chief Revenue Officer (CRO)
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Recent News

EIN Presswire
WESLEY FINANCIAL GROUP WARNS CONSUMERS TO READ FINE PRINT AS MAINTENANCE FEES CONTINUE TO SURGE
2025-11-21
EIN Presswire
Wesley Financial Group Founder Offers Advice on Getting Rid of an Unwanted Timeshare
2025-08-15
EIN Presswire
WESLEY FINANCIAL GROUP HELPS 10,000 FAMILIES CANCEL TIMESHARES IN PAST YEAR
2025-05-09
Company data provided by crunchbase