Customer Success Advisor

Established in 2018, Clicklease is dedicated to empowering small business owners frequently overlooked by traditional lenders. Our headquarters are located in the vibrant city of West Valley City, UT, with operations extending to Radial, Alajuela, Costa Rica. We've cultivated a dynamic environment where equipment financing goes beyond being a mere service; it acts as the gateway to realizing entrepreneurial dreams.Our Core Values We Are A Happy Company: At Clicklease, happiness is not just a byproduct; it's a fundamental value. Join a workplace where positivity and joy are cultivated, creating an environment where you can bring your best self to work every day. We Celebrate Collective Intelligence: We thrive on the brilliance of collaboration. Clicklease is a space where diverse minds come together, combining their intelligence to create solutions that matter. Your ideas are not just heard; they're celebrated. We Practice Empathy: Empathy isn't just a word in our dictionary; it's a daily practice. Join a team that values understanding and compassion. At Clicklease, we recognize the human side of business and foster a culture where empathy is a guiding principle. We Listen & Learn: Growth is a continuous journey at Clicklease. We believe in listening and learning from one another. Your insights and experiences contribute to our collective knowledge, making us stronger as a team.Our MissionAt Clicklease, we have a clear purpose - to fulfill the capital needs of underserved entrepreneurs and their Main Street Businesses. We achieve this mission through simple, fast, and innovative equipment leasing solutions. This is not just a statement; it's the driving force behind everything we do.Compensation: Competitive salary paid in USDModality: Hybrid schedule (office in Alajuela near the airport)Schedule: Monday – Friday, 10:00 a.m. – 7:00 p.m.What You’ll Be DoingAddressing inbound and outbound calls, emails, and chat requests from customers, including inquiries about the online application process, lease agreements, payments, and other general support needs.Working with vendors to resolve issues related to applications or invoices.Following up consistently with customers via phone, email, and messaging to answer questions and resolve account-related problems.Effectively communicating Clicklease’s value proposition to business owners and end-users.Providing feedback and suggestions on team processes to support continuous improvement and funding growth.Diligently using CRM (Salesforce.com) to capture relevant data and maintain accurate and detailed notes.Performing other duties as assigned by leadership.What You HaveDrive for results — consistently meets or exceeds deadlines while maintaining a calm, professional, and positive attitude.Desire to develop strong customer service skills and business acumen.Proven ability to meet and exceed individual or team goals.Self-starter mindset with strong ownership and accountability.Clear and proactive communicator with customers, peers, and management.Engaging and personable — able to quickly build rapport with customers and coworkers.Team player who contributes to Clicklease’s culture and lives our values.Brings enthusiasm, energy, and a winning attitude every day.Fluent in English (required).What Will Make You Stand OutMinimum of 1 year of experience in outbound B2B or B2C sales.At least 1 year of experience in the call center industry.Experience in financial services, fintech, or equipment leasing.Tech-savvy and familiar with CRM systems such as Salesforce.Essential FunctionsAbility to remain seated at a workstation for extended periods while handling customer interactions and data entry.Ability to view and interact with computer screens for prolonged periods.Ability to communicate effectively in English via phone, email, and chat.Ability to multitask and manage customer inquiries in a fast-paced environment.Ability to follow company processes, compliance standards, and data security protocols.Ability to adapt to new technologies and procedural updates.Why Work for ClickleaseAt Clicklease, we believe small businesses are the backbone of the economy—and we’re here to help them grow. We’re a fast-growing fintech company with a big heart and an even bigger mission: to make equipment financing easy, inclusive, and accessible.What makes Clicklease different?High-growth environmentPeople-first cultureDiverse and inclusiveFun is part of the jobYour voice mattersJoin us and help make financing awesome. Learn more at clicklease.com/careersWhat We Offer (Costa Rica)Competitive salaryMedical insuranceLife insurancePaid time off and holidaysAsociación SolidaristaTwo annual company celebrations (ask us about them in your interview!)Office conveniently located near the airport in AlajuelaClicklease only accepts resumes submitted in English**