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Company Overview

Join TopMark Funding, a premier business finance company known for providing exceptional opportunities for personal and professional growth. As a leader in financing businesses, we offer a dynamic and rewarding work environment. With our continued expansion, now is the perfect time to join our Roseville office and play a key role in our customer service and marketing efforts. There are plenty of opportunities for growth within the company!

Role Description: Customer Service Representative

We are looking for a Customer Service Representative to support our team with phone and live chat interactions, assist with marketing projects, and maintain organized customer information in our CRM system. As a key member of our team, you'll be the first point of contact for customers, helping them navigate their financing needs to resources within the organization, while ensuring excellent service. This entry-level position offers exposure to both customer service and marketing, making it a great stepping stone for professional development. This is a full-time, in-office position.

Who We Want

The ideal candidate is a self-motivated individual with excellent phone communication skills and a passion for helping people. You should be comfortable managing live chat inquiries and using CRM software to track interactions. A positive attitude and a willingness to learn are key attributes to success in this role. Experience with customer service and CRM systems is preferred.

Major Areas of Responsibility / Job Duties

+ Customer Support: Answer inbound phone calls and respond to live chat inquiries, providing information about financing programs and assisting with the application process.

+ CRM Management: Maintain customer information and update CRM (Salesforce or similar) with accurate notes from each interaction. Ensure follow-ups are timely and organized.

+ Marketing Support: Assist the marketing team with projects, including lead management, email campaigns, and tracking marketing efforts.

+ Quality Assurance: Provide top-tier service and ensure all customer interactions are handled professionally and efficiently.

+ Collaboration: Work closely with sales and marketing teams to ensure that all customer needs are met, and qualified leads are passed along for further follow-up.

+ Reporting: Track and report key performance metrics, including call volume, chat interactions, and CRM updates. You will also gain insights and be responsible for reporting on the activity of certain online ad campaigns.

Qualifications

+ A positive attitude that welcomes customers into our business via initial contact points on the phone and digital communications (email & live chat).

+ Previous experience in customer service or a related field (phone support experience preferred).

+ Familiarity with CRM software (Salesforce or similar) and the ability to maintain detailed customer records.

+ Excellent communication skills, both verbal and written.

+ Ability to multitask and stay organized in a fast-paced environment.

+ Strong problem-solving skills and a customer-first attitude.

+ High school diploma or equivalent; college degree preferred but not required.

Pay & Benefits

+ Full-Time (Monday - Friday), on-site in Roseville, CA

+ Schedule: 7:30 AM to 4:00 PM

+ Location: 516 Gibson Dr., Suite 160, Roseville, CA 95678

+ Compensation:

+ Hourly Rate: $17.50 per hour

+ Incentives/Bonus Opportunities: $10 per qualified application, $50 per funded transaction

+ Healthcare Benefits: Available after 30 days of employment, including medical, dental, life, and vision insurance.

+ 401K Benefits: Available after 90 days of employment.

+ Casual Office Attire