Client Re-Engagement Specialist - Alternative Finance

Bighornlaw; Melville; On-site; USD 100,000 - 120,000; Full time

Job summary

An established industry player is seeking a Client Re-Engagement Specialist to help reconnect with existing clients and drive new funding opportunities. This role focuses on reigniting warm relationships rather than cold calling, allowing you to build lasting partnerships and contribute to the company's success. With a strong emphasis on teamwork and collaboration, you'll work closely with internal teams to customize solutions for clients, ensuring their needs are met effectively. Join a dynamic and supportive environment that prioritizes your growth and success, where your contributions directly impact the lives of small businesses seeking financial solutions.

Benefits

Health Benefits

Paid Time Off (PTO)

401(k) Eligibility

Weekly Training and Coaching

Opportunities for Residual Income

Qualifications

• 1+ years of sales or account management experience, preferably in financial services.
• Excellent phone and interpersonal skills; consultative and warm approach.

Responsibilities

• Proactively reach out to clients to uncover needs and promote financial solutions.
• Collaborate with internal teams to customize offerings based on client history.

Skills

Sales Experience

Account Management

Interpersonal Skills

CRM Proficiency

Communication Skills

Education

Bachelor's Degree

Tools

Salesforce

HubSpot

Job description

Client Re-Engagement Specialist - Alternative Finance

The Accredited Group • Melville, NY, US

Posted 4 days ago

Description

Reignite Relationships. Renew Opportunities. Drive Revenue.

Are you a driven and relationship-focused sales professional?

The Accredited Group is looking for a Client Re-Engagement Specialist to reconnect with our existing client base, uncover new funding opportunities, and build lasting partnerships.

This is not about cold calling—it's about reigniting warm relationships and turning them into fresh success stories.

Responsibilities

• Proactively reach out to past and existing clients via phone, email, and SMS to uncover current needs and promote our financial solutions.
• Build rapport and trust to re-establish lines of communication and provide updated value propositions.
• Collaborate closely with internal teams to customize offerings based on client history, business evolution, and funding potential.
• Identify and qualify repeat funding opportunities, working with underwriters and lenders to present winning deals.
• Maintain detailed notes and activity logs in our CRM system.
• Help clients navigate the funding process from re-engagement to funding.
• Consistently hit monthly renewal and reactivation targets.

Qualifications

• 1+ years of sales or account management experience, preferably in financial services or B2B environments.
• A track record of exceeding goals and re-engaging lapsed clients or upselling current ones.
• Excellent phone and interpersonal skills – you’re confident, consultative, and warm.
• A hunter mentality with a farmer’s touch—you know how to close deals and keep clients happy.
• Proficiency in CRM systems (Salesforce, HubSpot, etc.) and communication tools.
• Highly organized, coachable, and committed to self-improvement.
• Bachelor's degree preferred, but not required if you have strong sales results.

Compensation:

$100,000 + at plan commission

About The Accredited Group

The Accredited Group is a boutique business development firm specializing in business loans, mortgages, insurance, and merchant processing. For over 17 years, we have been dedicated to providing top-notch financial solutions to small businesses across the United States, helping them grow swiftly and effectively. Our commitment to exceptional customer service is unwavering; clients always come first.

Benefits

• Active database of warm and lapsed leads—no cold calling!
• Weekly training and coaching from industry leaders.
• Career growth and advancement paths.
• Health benefits, paid time off (PTO), and 401(k) eligibility.
• Fun, competitive, and team-oriented culture.
• Cutting-edge technology and AI to support your outreach and engagement.
• Opportunities for residual income from renewed accounts.