Earnest · 1 day ago
Client Happiness Origination Associate I
United States
Full-time
Remote
Entry Level
$47K/yr - $60K/yr
2+ years expEarnest is dedicated to making higher education accessible and affordable for everyone. The Client Happiness Associate will engage with potential clients through various channels, guiding them towards conversion by addressing their needs and utilizing CRM software to manage interactions effectively.
BankingConsumer LendingCreditFinancial ServicesFinTech
Responsibilities
Take a proactive approach via multiple channels (phone, emails, SMS, etc) in initiating contact with potential clients, employing engaging communication and tailored strategies to effectively address their needs and guide them through the decision-making process towards conversion
Work closely with clients to navigate any obstacles in the process, demonstrating problem-solving skills and a commitment to achieving conversion goals
Utilize CRM software and other tools to track customer interactions and manage leads effectively
Regularly review and assess personal performance against conversion targets, seeking feedback and employing self-directed strategies for continuous improvement in client engagement and conversion outcomes while achieving a high-quality standard of service
Assist in handling inbound calls related to Client Happiness Origination, demonstrating adaptability and a commitment to excellent service when needed
Qualification
Required
2-3 years of relevant sales and or customer success experience in relationship or consultative sales
Strong communication and interpersonal skills
Results-driven mindset with a focus on achieving and exceeding targets
Passion for helping customers, delivering exceptional customer service, and building long-term client relationships
Preferred
Ability to work effectively in a dynamic environment and adapt to changing priorities
Familiarity with CRM software such as Zendesk, or similar tools, is preferred to effectively track customer interactions, update information, and manage leads
Experience in the student lending, banking, or financial aid space
Benefits
Health, Dental, & Vision benefits plus savings plans
Mac computers + work-from-home stipend to set up your home office
Monthly internet and phone reimbursement
Employee Stock Purchase Plan
Restricted Stock Units (RSUs)
401(k) plan to help you save for retirement plus a company match
Robust tuition reimbursement program
$1,000 travel perk on each Earnie-versary to anywhere in the world
Competitive days of annual PTO
Competitive parental leave
Company
Earnest
Earnest is a technology-lender that brings low-interest loans to high-potential people.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$316.3MKey Investors
Battery VenturesNew York Life InsuranceMaveron
2017-10-04Acquired
2017-03-31Series C· $20M
2015-11-17Series B· $75M
Leadership Team
Pamela Rice
Chief Technology Officer
Nick Norcross
Chief Product Officer
Recent News
2025-07-15
EdTech Breakthrough
2025-06-04
Company data provided by crunchbase