Customer Success Team Lead

Position Summary:

The Customer Success Team Lead will oversee a team of Customer Success Managers responsible for re-engaging small business owners who have previously taken financing through our platform. The goal is to generate revenue by offering renewed financing solutions tailored to the evolving needs of our clients. The Team Lead will coach and mentor their team to ensure they meet or exceed performance targets, maintain high customer satisfaction, and foster long-term relationships with our clients.

Requirements

Key Responsibilities:

• Team Leadership & Development:
• Lead, mentor, and motivate a team of Customer Success Managers to consistently meet or exceed revenue targets.
• Provide regular coaching, feedback, and performance reviews to support team growth and development.
• Create a positive, results-driven work environment where team members are encouraged to excel.
• Coordinate training sessions to ensure the team is knowledgeable about the company’s financial products and services.
• Client Engagement & Relationship Management:
• Ensure the team effectively re-engages with existing clients to assess their financing needs and offer appropriate solutions.
• Oversee and manage client relationships, ensuring excellent service throughout the renewal process.
• Handle any escalated client concerns or complex issues, ensuring timely resolution.
• Effectively communicate and manage key relationships across all of our lending partners. 
• Performance Management:
• Monitor individual and team performance metrics, providing insights and corrective actions to maintain high productivity.
• Develop and implement strategies to optimize conversion rates and maximize revenue from renewals.
• Collaborate with the Head of Sales to set monthly/quarterly goals.
• Collaboration:
• Work closely with the marketing, product, and sales teams to ensure alignment on client messaging, promotions, and strategies.
• Provide feedback on client trends and market conditions to internal teams to help refine product offerings and strategies.
• Process Improvement:
• Identify opportunities to improve the renewal process, ensuring efficiency and a seamless customer experience.
• Develop,  document, and maintain standard operating procedures (SOPs) for the renewal team.

Benefits

• Base salary of $75K + uncapped commission
• Medical insurance
• President's Club
• Fun office in Charleston SC
• Dental/Vision insurance
• 401k employer match after 90 days of employment
• Generous PTO and paid holidays
• Maternity/Paternity leave

BusinessLoans.com is an equal opportunity employer and values diversity in its workforce. We encourage candidates of all backgrounds to apply.