Customer Account Manager

POSITION SUMMARYAt BogeGroup, we seek individuals who are eager to learn and are deeply committed to continuous self-improvement. We value those who focus on enhancing their skills 365 days a year to create a positive impact on people's lives while achieving their own goals. As a Customer Account Manager, you are directly responsible for impacting lives through working 1-on-1 with clients to deliver and complete funding consulting services while collecting remaining balances for those services. A successful candidate will demonstrate a strong desire to excel as a top producer, possess a positive and hardworking attitude, and exhibit exceptional communication skills.ABOUT BOGEGROUPOur mission is to empower individuals to expand their life using funding, business and investing tools. We created and partnered with several companies that provide business and investing tools through 1-on-1 mentorships, workshops and opportunities to help people get to where they want to go faster. All of our team members embody our core values that create our culture and guide the hiring process: We are inspirational, disciplined, accountable, results-oriented, transparent and aligned. Founded by business expert, Andrew Imbesi, BogeGroup has helped thousands of small businesses and aspiring entrepreneurs and investors grow and scale with the help of accessing over $100,000,000 of 0% Interest Business Credit Funding.With over helping about 3,000 people in the last two years, BogeGroup has made itself known with the funding consulting it provides to clients and continues to expand. We operate nationally and are looking for Customer Account Manager to drive the growth in becoming the #1 funding company in our industry. OBJECTIVESBe willing to take more than 6 hours worth of 1-on-1 consulting calls per day in an 8-hour work dayDeliver and complete over 40 active clients per monthCollect payments owed for consulting servicesObtain client testimonials once funding is complete Build and nurture relationships with clients and businesses Communicate with clients and self-book appointments to consult clients based on what they need Diffuse situations and encourage clients to be solution-orientedMonitor client progress, report outcomes, and pinpoint areas for enhancement.Coordinate with internal teams to ensure client requirements are fulfilled and any concerns are addressed promptly.Support clients in preparing and submitting applications for funding.Provide comprehensive guidance throughout the funding process, resolving queries and offering advice.Role-play for over 1 hour per day to continuously develop communication skills and gain confidence in the consulting processTrack accurate statistics at the end of the dayCOMPETENCIESStrong ability to communicate with clients regarding BogeGroup Financial Consulting SolutionsAbility to meet or exceed quotas of clients completely delivered, remaining balance of the services and number of testimonialsHave strong emotional intelligenceCompetency in talking to people interested in different business ventures from all walks of lifeHunger to recover qualified clients and encourage them to continue with servicesGenuine desire to build relationships with prospects that want to change their lives by providing value while consultingAbility to think quickly on feet and solve client's problemsLeverage CRM and be accurate in taking notes on clientsAbility to follow a script while willing to improve and develop communication skills using company resources to use beyond the scriptDisciplined with consistent follow up and ability to get creative when reaching out to clients (i.e. video messages, email...etc)Applying strong level of interpersonal and communication skills Be coachable on how to improve your statisticsWork weekends if neededAbility to work in a fast-paced environmentAble to work on zoom with clientsStrong obsession for personal developmentEDUCATION AND EXPERIENCEGED or high school diploma preferredPreferred at least 1-2 years' work experience in a collection based or delivery role with a training, organizational development or content development focusPHYSICAL REQUIREMENTSProlonged periods sitting at a desk and working on a computer using zoom COMMITMENT TO DIVERSITYAs an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce BogeGroup recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers@. Already a BogeGroup candidate? Please connect directly with your recruiter to discuss this opportunity.

Created: 2025-01-24