Representative, Client Experience (Loan Advisor)

Beautifi; Vancouver; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Dental benefits

Vision benefits

Health benefits

Paid vacation

Bonuses and commissions

In-person role

Job summary

Beautifi is a Canadian fin-tech company delivering flexible financing for elective medical procedures. We are seeking a CX professional to guide customers from application to funding with exceptional communication and organization.

You will manage a high-volume pipeline, respond via multiple channels, and maintain Salesforce records to ensure smooth handoffs. The role is in-person at our Downtown Vancouver office, with Sunday hours required.

Qualifications

• Experience in sales or client experience roles.
• Background in financial sales, loans, or bankruptcy is a strong asset.

Responsibilities

• Guide customers through the loan process from application to funding, ensuring clear communication, accurate information, and timely support.
• Apply interpersonal and consultative skills to convert prospects by understanding needs and presenting solutions.
• Own and manage the full lifecycle for a high-volume pipeline of existing customers and new prospects.
• Manage inbound and outbound communications across multiple channels (AWS, SMS, Microsoft Teams, and email) and respond promptly.
• Maintain accurate, timely, and complete records in Salesforce to support reporting, compliance, and handoffs.
• Coordinate across teams to complete documentation and approvals on time and act as a key liaison between customers and internal stakeholders.
• Provide feedback on customer trends, objections, and process gaps to support continuous improvements.
• Uphold industry-leading service standards and contribute to a supportive team environment.

Skills

Bilingual English/French

Excellent communication

Organizational skills

Sales experience

Fast learner

Team player

Tools

Salesforce

Job description

We are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology start-up. Their primary responsibility is to ensure that every applicant has an unparalleled customer journey from start to finish. This person is very organized, timely, and possesses exceptional attention to detail. The successful candidate will have excellent written and verbal communication skills and demonstrate empathy and attention to each client’s unique circumstances.

Previous experience in a sales or client experience role is required. A background in financial sales, loans, or bankruptcy is a strong asset.

The Company

Beautifi is a Canadian fin-tech company that offers Canadians flexible financing solutions for elective medical procedures ranging from plastic surgery to fertility. Beautifi is one of the fastest growing fin-techs in the country and has achieved success following a customer-centric and tech-forward approach. We don’t believe in hidden fees, misleading rates, prepayment penalties, or unexpected charges. Our goal is to make health and beauty affordable and to give Canadians access to the procedures they want or need, without having to wait. We are looking for people who want to grow with us. Don’t miss your chance to be at the forefront of our exciting journey and rapid growth!

Key Responsibilities

• Guide customers through the loan process from application to funding, ensuring clear communication, accurate information, and timely support
• Apply strong interpersonal and consultative skills to convert prospects by understanding their needs and presenting the right solutions
• Own and manage the full lifecycle for a high-volume pipeline of existing customers and new prospects
• Manage inbound and outbound communications across multiple channels (AWS, SMS, Microsoft Teams, and email) and respond in a timely manner
• Maintain accurate, timely, and complete records in Salesforce to support reporting, compliance, and handoffs
• Coordinate across teams to complete documentation and approvals on time and act as a key liaison between customers and internal stakeholders
• Provides feedback on customer trends, objections, and process gaps to support continuous improvements
• Uphold industry-leading service standards and contribute to a supportive team environment

Qualifications

• Bilingual (English / French) is an asset
• Self-motivated individuals who learn quickly and exhibit exceptional organizational skills
• Pleasant, friendly, and professional demeanour, enjoys working with others. This position involves a high volume of calls and communication with clients.
• High performers with a proven track record of exceeding KPI’s and targets
• Multi-taskers that can handle numerous active clients and remain organized and timely
• Consistently demonstrates excellent written and verbal communication skills
• A positive and can-do attitude, happy to assist with a range of different tasks
• Ability to adapt to changing responsibilities and environment
• Strong people skills and sales abilities, previous experience in a similar role is strongly preferred

Location

• This is an in-person role based out of our Downtown Vancouver office. Sunday availability is required for this role.

What we offer

• Base Salary ($50,000-$60,000) commensurate with experience
• Bonuses and commissions based on performance
• Dental, Vision, and Health Benefits – 100% employer-paid
• Paid Vacation
• Fun and energetic workplace
• Advancement opportunities for top-performers