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EIDLexit

Sales Support Specialist

Sales & Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • Hands-on HubSpot CRM experience, including logging calls and notes and keeping contact and deal records current.
  • Experience using an AI tool such as ChatGPT, Copilot, or Claude in work.
  • Legal authorization to work in the U.S. as a W-2 employee.
  • Availability Monday through Friday, 8:30 a.m. to 5:30 p.m. Central, and full-time availability through the three-week onboarding and training block.
  • A reliable computer with a webcam, stable high-speed internet, and a private, quiet place to take calls.

Responsibilities

  • Respond quickly to new inbound leads and earn consultations using tactical empathy.
  • Book, confirm, and recover consultations to keep closer calendars full of qualified conversations.
  • Route each borrower to the appropriate calendar.
  • Gather documents and complete HubSpot records so closers have completed files before conversations.
  • Keep borrowers moving after consultations by communicating clear, honest next steps.
  • Refer objections, legal questions, and SBA questions to the closer without answering them.
  • Do not sell, close, or quote fees or terms; give legal advice or predict SBA forgiveness decisions; or make promises on behalf of the SBA or an attorney partner.
  • Meet performance measures for show rate, file completeness, speed to lead, closer capacity, and call quality.

Desired Qualifications

  • Prior appointment-setting, lead-response, or customer-support experience is a plus but is not required.

About the Company

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