Managing various touch points of the customer experience life cycle, from gathering information on products and pricing to onboarding potential customers and servicing established customers.
Perform duties associated with customer service and sales support, including general office and administrative efforts, while acting as a liaison between internal departments and external parties.
Demonstrate the aptitude to take on critical processes while maintaining high and consistent quality production standards and acting as a mentor to Rep I’s.
Respond promptly to inquiries received by email or within Salesforce from internal and external customers and provide resolution, including basic technical support while acting as a liaison between the customer and internal departments.
Verify the accuracy and completeness of information and documentation received from customers.
Act as a liaison with departments such as TUCTS and TU Direct, support special projects, and perform additional duties including mentoring and reviewing work for accuracy.
Requirements
High school diploma required, associate’s degree preferred.
2+ years’ experience in a service and support role with demonstrated competencies.
Ability to multitask and work independently in a rapidly changing environment.
Excellent listening and communication skills with the ability to accurately make independent decisions.
Analytical; can grasp concepts and retain information.
Understands credit reporting laws and regulations.
Proficient with Microsoft Office Products such as Microsoft Word and Excel.
Proficient with Salesforce and Tableau; a quick study of other platforms.
Tech Stack
Tableau
Benefits
Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options.
Spousal, domestic partner, and other eligible dependent coverage is available on select plans.
Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable.
Company‑paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short‑ and long‑term disability.
Legal plan, pet insurance, and travel accident coverage available.
Adoption assistance and fertility planning coverage to caregiver support.
Access Dependent Care FSA for possibility of an employer match!
Up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
401(k) with employer match and Employee Stock Purchase Plan (ESPP).
Financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.
Tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year.
Commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events.