Support client consultations, lead follow-up, onboarding, and customer support activities
Conduct phone and virtual consultations with prospective and active clients
Review and discuss client credit reports at a high level
Explain the credit repair process and available services clearly and professionally
Follow up with warm leads and nurture prospects through the sales process
Assist with outbound lead follow-up activities
Support the internal sales team with scheduling and communication
Maintain accurate client records within the CRM
Update account information and document interactions properly
Assist with onboarding and account setup processes
Coordinate with internal sales and operations teams to support client success

Confident and comfortable speaking with clients on the phone daily
Strong communication and interpersonal skills
Positive, energetic, and professional attitude
Organized and detail-oriented
Comfortable balancing customer service and sales support responsibilities
Able to multitask and work in a fast-paced environment
Motivated by performance goals and client outcomes
Experience in phone sales, telemarketing, customer service, or virtual support roles
Strong verbal and written English communication skills
Comfortable with inbound and outbound phone communication
Experience working inside CRM systems
Ability to maintain organization and follow structured workflows
Credit repair experience is a plus, but not required
Ability to maintain confidentiality and handle sensitive client information professionally.

Credit Repair Consultant, Spanish Bilingual

Key skills