Customer Service & Advising – Team Lead

Remote

Full Time

Mid Level

Customer Service & Advising – Team Lead

Remote | Full-Time

At Credit Suite Inc., we believe innovation thrives in a supportive, inclusive environment—and our people are at the center of everything we do. Since 2012, we’ve helped business owners unlock the power of business credit and financing, giving them access to the capital they need to grow and thrive.

We’re growing and looking for a Customer Service–driven Team Lead with strong business credit and financing knowledge to guide clients and support team success. If you’re passionate about helping business owners, enjoy leading by example, and want a meaningful, balanced career—this could be the role for you.

Position Overview

The Business Credit & Financing Advisor – Team Lead plays a dual role: delivering an exceptional client experience while serving as a mentor and point of leadership within the advisory team. This role is heavily client-facing and service-oriented, with a strong focus on guiding business owners through complex financing decisions while ensuring best-in-class support.

You’ll leverage your customer service expertise, business credit knowledge, and coaching mindset to help clients—and your teammates—succeed.

This is a full-time, remote position.

Location

Applicants must reside in one of the following states:
FL, MA, MO, NV, ID, OR, UT, CO, NC, SC, WI, AR, TN, WA

What You Will Do

Client Advisory & Customer Experience

Serve as a trusted advisor to small business owners seeking business credit and financing solutions.
Deliver a high-touch, consultative customer experience from initial call through funding.
Use AI-powered tools to create and present personalized Funding Blueprints.
Maintain working knowledge of lender requirements and program qualifications to provide accurate, tailored guidance.

Team Leadership & Support

Act as a Team Lead by supporting, mentoring, and guiding advisors to deliver consistent, high-quality service.
Help reinforce best practices, client communication standards, and process adherence.
Serve as a resource for complex client situations and escalations.

Relationship Management

Build long-term relationships with clients by setting clear expectations and providing ongoing support.
Ensure client satisfaction while helping them confidently navigate business financing options.

What We Offer

Compensation: Base salary of $45,000–$55,000 annually, plus eligibility for performance-based bonuses.
- On-Target Earnings (OTE): $55,000–$65,000
Remote Flexibility: Work from home with company-provided equipment.
Benefits: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability
401(k): Company match included.
PTO: Flexible paid time off and regular business hours.
Supportive Culture: Collaborative, learning-focused environment with real career growth opportunities.
Impact: Be part of a fast-growing company transforming the business credit space

Who We’re Looking For

Required / Strongly Preferred

Background in customer service, client success, or account management (required).
Experience with business credit, business financing, lending, or financial services (strongly preferred)
Ability to explain complex financial concepts clearly and confidently.

At Credit suite we believe differences make us stronger, that different experiences, opinions, and skillsets are a Super Power, and we encourage ALL interested candidates to apply.

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Do you currently reside in FL, MA, MO, NV, ID, OR, UT, CO, NC, SC, WI, AR, TN, WA?*

Can you describe your previous experience in customer service or advising roles? What were your main responsibilities?*

This role requires both strong communication skills and the ability to use technology (like AI tools) to support clients. How comfortable are you with using technology to streamline processes and improve client outcomes? Can you share an example from your past work?*

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We are a software heavy company, please share previous work experience navigating and using multiple software tools and what specific applications you used.

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Are you legally authorized to work in the United States?* YesNo, I would need sponsorship

Are you a current Customer, Client, or Partner of Credit Suite - Business Credit Solutions?* YesNo

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