Renewals Associate

Join Our Team at Specialty Capital!

Are you ready to make a difference in the small business finance industry? At Specialty Capital, we believe in empowering small businesses to overcome challenges and thrive. Founded on honesty, innovation, and a drive to solve cash flow problems, we embrace market turbulence and think outside the box to stay ahead.

We’re looking for a motivated and detail-oriented Renewal Associate to join our dynamic team. In this role, you’ll be at the heart of driving customer retention, optimizing renewal processes, and supporting our sales team to achieve their goals. This is your chance to grow with us and make an impact in a fast-paced, rewarding environment!

What You’ll Do:

Data Mastery
- Keep our renewal data accurate and up-to-date using Slack and Google Sheets.
- Spot renewal opportunities and flag them for immediate action.

Sales Support Superhero
- Push actionable insights and opportunities to the sales team.
- Verify CRM details, ensuring no past or current deals are overlooked.
- Streamline access to critical renewal information for better performance.
- Collaborate with the team to overcome challenges and meet goals.

Admin Rockstar
- Monitor milestones, track progress, and ensure no opportunities are missed.
- Update deal notes every two weeks to keep the pipeline moving.
- Track sales rep performance and maintain accurate records of renewal activities.
- Share regular reports on renewal performance and insights.

Customer Experience Champion
- Proactively engage funded customers to provide personalized, positive experiences.
- Address inquiries and feedback to boost customer satisfaction.
- Process refinancing and add-ons with ease and precision.

Renewal Opportunity Finder
- Identify renewal-eligible deals within our portfolio.
- Partner with internal teams and marketplaces to streamline the process.
- Develop strategies to improve renewal rates and performance.

What You Bring:
- 1-2 years of experience in customer service, account management, or a similar role in the financial services industry.
- Strong communication, organizational, and analytical skills.
- Proficiency in Google Workspace and a knack for learning new systems quickly.
- Proven ability to build lasting customer relationships.
- A proactive and team-oriented mindset.
- Financial services experience is a plus.
- Bilingual (English and Spanish)? Even better!

Why Specialty Capital?
We’re not just a company; we’re a community of innovators. Here, you’ll find a supportive environment where your ideas matter, your efforts are rewarded, and your growth is a priority.

???? Ready to join us? Send an accessible link to your updated resume today. Let’s make an impact together!