Operations & Client Support Specialist Freedom Finance Solutions
Conduct 300–400 daily outbound calls to qualify business prospects and transfer qualified leads to closers. Maintain customer personal and legal information, communication records, and case documentation in the CRM.
Monitor business KPIs including new and canceled clients, active payments, and paused, delayed, failed, or canceled payments. Create payment schedules, prepare agreements and signature documents, produce activity reports and training presentations, and manage Slack channels for client onboarding, exits, and daily operational follow-up.
Support recruitment by conducting interviews for Closer and Head of Closers positions.