Offer summary

Qualifications:

A few years of customer service experience is required., Prior experience with Salesforce is highly desirable., Proficiency in communication tools like Ring Central and Slack is essential., Strong verbal and written communication skills with attention to detail are necessary..

Key responsibilities:

Answer inbound customer calls and provide updates on applications using Ring Central.

Handle emails and SMS inquiries professionally and accurately.

Monitor Slack for client intakes and enter information into Salesforce.

Collaborate with internal teams to address customer inquiries and maintain organized records.

Job description

This is a remote position.

Schedules:

11:00 AM to 7:00 PM EST
10:00 AM to 6:00 PM EST

Company Overview

We provide pre-settlement funding to plaintiffs, empowering individuals to access the financial resources they need during litigation. As a trusted partner in the legal funding space, we are committed to delivering exceptional customer support and ensuring a smooth application process for our clients.

Position Overview
We are seeking a highly motivated and experienced Customer Service Representative to join our remote team. The ideal candidate will have a proven track record in customer service, excellent communication skills, and the ability to navigate multiple software tools efficiently. This role is pivotal in maintaining positive client interactions and ensuring our funding process remains seamless and efficient.

Key Responsibilities

Customer Communication:
Answer inbound customer calls and provide timely status updates on applications using Ring Central.
Handle inbound emails and SMS inquiries with professionalism and accuracy.
Data Management & Intake Processing:
Monitor Slack for client intakes and accurately enter client information into Salesforce.
Follow up with plaintiffs via phone to obtain any missing or incomplete information (e.g., attorney email, phone numbers).
Collaboration & Problem-Solving:
Work closely with internal teams to ensure that customer inquiries and issues are addressed promptly.
Maintain clear and organized records of customer interactions in our systems.

Requirements

A minimum of a few years of customer service experience.
Prior experience using Salesforce is highly desirable.
Proficiency with communication and collaboration tools, particularly Ring Central and Slack.
Excellent verbal and written communication skills.
Strong attention to detail with the ability to manage multiple tasks simultaneously.
Ability to work independently in a remote setting while maintaining a high level of accountability.

Preferred Attributes

Previous experience in the legal, finance, or pre-settlement funding industry.
Demonstrated problem-solving skills and the capacity to adapt in a dynamic environment.
A proactive attitude towards identifying areas for improvement in customer service processes.

Independent Contractor Perks