Conversion Associate - Remote, US

Earnest's mission is to make higher education accessible and affordable for everyone. We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products.

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.

The Conversion Associate position will report to the Conversion Manager.

As the Conversion Associate, 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 conversion 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.

Your Impact:

• You will play a crucial role in guiding potential clients through various phases of the application process, with a focus on optimizing conversion rates and enhancing the client experience.
• Collaborating across departments, including but not limited to Client Happiness, Credit Operations, and Shared Operations, to ensure the delivery of top-tier service to our clients. This includes proactively escalating issues that impact service quality or customer satisfaction.

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.

About Us:

What makes an "Earnie" culture:

• Drivers – Drivers are satisfied by making things happen, not coming along for the ride. They feel a strong sense of ownership for their projects and teams and demand high standards from themselves and others.
• Humility – Humble team players check their egos and consider the team's needs above their own. They are self-aware of their strengths and opportunities for improvement.
• Growth Mindset – People with a growth mindset approach challenges and failures as learning opportunities. They seek feedback to improve, give feedback to others, and genuinely want to perform well.

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!

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
• Work anywhere in the U.S.
• Mac computers + work from home stipend to set up your home office
• Monthly internet and phone reimbursement
• Employee Stock Purchase Plan
• 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
• Annual "my day"
• Pet insurance!
• Competitive parental leave
• Plenty of Earnest swag, optional in person team gatherings, picnics, celebrations, and plenty of fun virtual events

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.

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