Operations Support Representative

At Clicklease, we're on a unique mission – to empower the small business owners often overlooked by traditional lenders. If you're considering joining our team, envision yourself at the heart of our vibrant headquarters in West Valley City, UT, or contributing to our impactful operations from Radial, Alajuela, Costa Rica. At Clicklease, we've cultivated a dynamic work environment that goes beyond routine services. At Clicklease, you'll play a pivotal role in transforming equipment financing into a gateway for entrepreneurs to turn their dreams into reality. If you're passionate about purpose-driven work, innovation, and making a tangible impact, Clicklease is where your career journey begins.

Join us in shaping a future where every business owner has the opportunity to thrive.

Modality: Hybrid (First 90-120 days in the On-site)
Schedule: 8am to 5pm (Moves with DLS Time)

What you'll be doing: 

• Conducting prospect research using external sources (i.e.: external websites and social media) as well as tools like Salesforce and ZoomInfo to gather relevant data for Prospect Qualification.

• Utilizes a variety of research techniques and resources to vet and audit background reports, profiles, and other information.

• Analyzing and interpreting patterns and trends to differentiate restricted vs non-restricted industries/equipment defined by our internal policies.

• Recording findings by taking written notes and as well tracking daily productivity on pre-defined trackers.

• Diligently use CRM (Salesforce.com) to capture relevant data and keep comprehensive and accurate prospect notes.

• Other duties may be assigned as needed.

What you have: 

• Strong organizational skills and attention to detail.

• Excellent organizational and time-management skills.

• Ability to multitask and prioritize tasks in a fast-paced environment.

• Attention to detail and problem-solving skills.

• Proficient in Microsoft Office and other relevant software.

What will make you stand out: 

• Experience with CRM systems and other relevant software.

• Familiarity with data analysis and reporting.

• Financial Services and/or leasing experience.

Clicklease is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring that all employees and job applicants are treated with respect and dignity regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristic protected by applicable law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.