Job Description

Join a thriving business financing company where you’ll play a crucial part in preparing and verifying lead data to support our client outreach operations. This is a fully remote role that requires staying on Zoom throughout the day for close collaboration and training with your team. If you’re organized, reliable, and ready to help drive business growth, this could be the perfect fit.

What You'll Do:

  • Collect and verify contact information (emails, phone numbers) from internal systems for each client deal.
  • Ensure the accuracy of raw contact data and prepare it for email threads and data entry.
  • Manage deal information in the company’s email pipeline (Gmail threads) to support closers with all necessary client details.
  • Compile and send out client-facing documents, including initial offers and terms.
  • Follow established processes to organize and prepare lead data for the outbound team.
  • Collaborate via Zoom with team me...

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