Client Happiness Associate, Conversion & Sales at Earnest Current Job Openings

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Success, Communication, Interpersonal Skills, Problem-Solving, CRM Software, Client Engagement, Adaptability, Financial Aid, Student Lending, Results-Driven, Relationship Building, Consultative Sales, Continuous Improvement, Teamwork, Customer Service

Industry

Financial Services

Description

Our mission is to make higher education accessible and affordable for everyone. We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: Private student loans - low rates, people-first service, and flexible payments. Student loan refinancing - break free from high-interest rates or monthly payments. Scholarships - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you’re as passionate as we are about our mission, read more below, and let’s build something great together! The Client Happiness Associate, Conversion & Sales will report to the Senior Manager, Client Happiness. As the Client Happiness Associate, Conversion & Sales, you will: Take a proactive approach via multiple channels (phone, emails, SMS, etc) in initiating contact with potential clients, employing engaging communication and tailored strategies to effectively address their needs and guide them through the decision-making process towards conversion. Work closely with clients to navigate any obstacles in the process, demonstrating problem-solving skills and a commitment to achieving conversion goals. Utilize CRM software and other tools to track customer interactions and manage leads effectively. Regularly review and assess personal performance against conversion targets, seeking feedback and employing self-directed strategies for continuous improvement in client engagement and conversion outcomes while achieving a high-quality standard of service. Assist in handling inbound calls related to Client Happiness Origination, demonstrating adaptability and a commitment to excellent service when needed. About You: 2-3 years of relevant sales and or customer success experience in relationship or consultative sales Strong communication and interpersonal skills. Results-driven mindset with a focus on achieving and exceeding targets. Passion for helping customers, delivering exceptional customer service, and building long-term client relationships. Even Better: Ability to work effectively in a dynamic environment and adapt to changing priorities. Familiarity with CRM software such as Zendesk, or similar tools, is preferred to effectively track customer interactions, update information, and manage leads. Experience in the student lending, banking, or financial aid space. Where: This role will be based in the US. #LI-AM Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including: Health, Dental, & Vision benefits plus savings plans Mac computers + work-from-home stipend to set up your home office Monthly internet and phone reimbursement Employee Stock Purchase Plan Restricted Stock Units (RSUs) 401(k) plan to help you save for retirement plus a company match Robust tuition reimbursement program $1,000 travel perk on each Earnie-versary to anywhere in the world Competitive days of annual PTO Competitive parental leave What Makes an Earnie: At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other: Every Second Counts: Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success. Choose To Do Hard Things: We win by tackling the hard things that others avoid, fueled by grit and resilience. Pursue Excellence: Great companies, teams, and individuals never settle and are proud of the work that they do. What’s good enough today won’t be good enough tomorrow. Excellence isn’t a destination; it’s a mindset of continuous improvement. Lead Together: Our success comes from how we work together. Leadership is not about titles—it is about action. We take ownership, drive results, and move forward as a team. Don’t Take Yourself Too Seriously: We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient. At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for. Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance.

Responsibilities

The Client Happiness Associate, Conversion & Sales will proactively engage potential clients through various channels and guide them through the decision-making process. They will also navigate obstacles, utilize CRM tools for tracking, and assess their performance against conversion targets.