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Business Credit Coach

NavOnsite

Nav is the leading credit and financial health platform used by more than 2.4 million small business owners in the United States. 
We’re on a mission to give every small business owner the chance to succeed. The team views each day as an opportunity to challenge the norm, push boundaries, and create meaningful products, services, and experiences that make a positive difference for small business owners each and every day. At Nav, our team is just as diverse as the customer base we serve. And, that’s something we’re incredibly proud of. We value individualism just as much as we do hard work, talent and smarts. Working at Nav isn’t just a job — it’s an opportunity to gain invaluable experience, work with dedicated professionals, and make a real, lasting impact. If you’re ready to be part of a team that’s driven by heartfelt purpose and data, let’s talk. 

As a Business Credit Coach with Nav, you’ll be responsible for customer experience, retention, and overall account management of your coaching clients. This includes using In Product services, guiding your customers through the ins and outs of business credit, and the steps taken to build their business credit to attain their overall financial and business goals.


YOU WILL:


  • Complete Business Coaching Calls that consist of guiding Nav customers to utilize the right options for their overall business needs and goals
  • Be an advocate for the customer
  • Must have in-depth knowledge of Nav’s website, tools, and offerings
  • Assisting customers with overall lending questions and qualifications
  • Develop relationships with customers
  • Report to management on customer relationships, pipeline, forecasts, and new prospects
  • Taking customers through the complete business credit and Nav process
  • Interacting with vendors and business owners daily
  • Each day you’ll have appointments, make outbound dials, and create email campaigns to help customers with their business credit needs
  • Create complex paths for Nav customers to build their business credit and achieve their goals

WHO YOU ARE:


  • 5 years of account management or sales experience is required
  • Experience with business credit is required
  • Experience in business lending or business underwriting
  • CRM experience is required
  • Exceptional communication and people skills
  • Ability to stay focused and organized
  • Must have excellent problem-solving skills
  • Must be able to work in a fast-paced work environment
  • Desire to innovate, improve, and build scalable processes

More about Nav


Inclusion at Nav:


At Nav, we celebrate what makes our employees unique because the businesses we serve are progressively diverse and distinctly original. Navericks are diverse, side hustlers, immigrants, veterans, queer, and we push generational boundaries. We are college dropouts, PhDs, special needs parents, allies, pet owners and community leaders. Navericks are human. We are committed to upholding a safe, supportive environment where everyone matters. We are committed to making a better future for all of us. We have created a workplace where people of all backgrounds can express their identities authentically.

To put it simply, we want you to be proud to be you.

Our Compensation Philosophy is simple but powerful:


At Nav, we are  transparent about our total rewards, including pay, across all levels and roles. We believe great, enduring relationships are grounded in trust and transparency. Compensation shouldn’t be a distraction, and employees should understand how pay and career advancement decisions are made. Providing equal pay for equal work is table stakes for being a great place to work. Gender and ethnic inequity should only be something that our children read about in history books. We believe providing Navricks with company ownership, competitive pay, and a range of meaningful benefits is the start of creating a culture where people want to give the best they’ve got — not because they’re simply making money, but because they’ve fallen in love with our vision, mission, values, and team.During the interview process, your recruiter will be explaining how our rubrics work across all of our total rewards (base, equity, bonus, perks, and benefit) offerings .

The base salary for this role is $55k per year. Final offer amount is determined by your proficiencies within this level. 

Our impact on you:


Competitive Pay. Company Ownership. Unlimited Vacation. Benefits Day One. 6 Weeks Paid Parental Leave. Work From Anywhere (yes we were distributed before it was cool). Flexible Work Arrangements. Free Telehealth and Telemental Health For All Employees. Employee Networking and Events. Community Network Groups (women’s, PRIDE, culture). Meaningful Perks and Rewards. Learning and Development Opportunities. Pet Insurance. 

A Naverick’s DNA: 


  • We look at the future and say “why not”; we see possibilities where others see problems or routines. We show the way ahead and are committed to achieving ambitious goals.
  • We practice straight talk and listen generously to each other with empathy. We value different opinions and point of views. We ensure that we connect outside as well as inside to learn from others and inspire each other.
  • We hold ourselves accountable for delivering results. We choose to not to be a victim of circumstance. We make decisions & take responsibility so that we can act & support each other, rather than adopting defensive, and “finger pointing” behaviors.
  • As leaders we motivate & engage our teams to undertake beyond what they originally thought possible, by developing our teams & creating the conditions for people to grow and empower themselves through enabling & coaching.

Life at Nav

Nav is a venture-backed fintech company that helps business owners manage their financial data to get more funding, lower their costs and save time. It provides free access to credit reports and scores specifically for small business owners, including both business and personal credit reports, cash-flow analysis, tools to help build business credit and a marketplace with more than 100 financing products, including credit cards. Its marketplace uses a lender-neutral algorithm to help business owners find the best financing options for their needs before they apply. Nav was named to the CB Insights Fintech 250 List, which recognizes the world's most innovative financial technology companies, and was recognized Entrepreneur magazine for having a top company culture. Nav has offices in Silicon Valley (San Mateo) and Salt Lake City (Draper), and is backed by leading VC firms, including Kleiner Perkins Caufield and Byers, Goldman Sachs and Experian. The company is growing fast, both with customers (over 340,000!) and as a company. Their team charges hard, but does it in a casual environment with lots of great perks. If you are a high-energy innovator, enjoy a collaborative environment and have the gusto to solve big challenges, introduce yourself to Nav.
Thrive Here & What We Value1. Embracing diversity and uniqueness among employees2. Fostering a safe and supportive workplace environment3. Ensuring fair compensation with equal pay for equal work4. Promoting company ownership opportunities5. Offering competitive salaries6. Providing comprehensive benefits package
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