Client Loyalty Specialist

About the Company

Big Think Capital is seeking a client-focused professional to help our business owners get more value from their relationship with us. With over $1.5 billion funded and 30,000+ businesses served nationwide, Big Think Capital has become one of the fastest-growing business finance marketplaces in the country. As we launch our new client rewards program and expand our suite of business tools, we're building a dedicated team to make sure every client knows what's available to them and how to use it. Why Big Think Capital •Established and growing national platform •Be part of launching a brand-new client program •Collaborative team with strong operational support •Leadership team invested in growth and development •Award-winning workplace culture

About the Role

Client Loyalty Specialist – Business Financing Melville, NY | Full-Time | Base Salary + Performance Bonus Existing Client Base | Relationship-Driven Role | Growth-Oriented Culture This role is about relationships, not hard selling. We're looking for someone who genuinely enjoys helping business owners, explains things clearly, and follows through. If you enjoy building relationships and helping business owners succeed, we'd like to speak with you. Apply today to join Big Think Capital.

Responsibilities

• Serve as a point of contact for existing clients, introducing and walking them through the Big Think Capital rewards program
• Help clients understand their rewards status, answer questions, and guide them through claiming rewards
• Introduce clients to complementary business tools offered through our partners, such as accounting and expense management platforms, and support them through sign-up
• Identify which tools and resources fit each client's business needs
• Coordinate with account managers and internal teams to ensure a consistent client experience
• Track client interactions, enrollments, and follow-ups in our CRM
• Gather client feedback to help improve the rewards program and partner offerings

Qualifications

• 1+ years of experience in:
• Client success, account management, or customer retention
• Financial services, fintech, or B2B services
• Customer-facing roles in a fast-paced environment

Required Skills

• Excellent communication skills by phone, email, and text
• A patient, consultative approach and comfort explaining products to business owners
• Strong organization and follow-up habits

Preferred Skills

• Familiarity with small business software, such as accounting or expense management tools, is a plus
• CRM experience preferred (Salesforce a plus)

Pay range and compensation package

• Competitive base salary
• Performance bonuses tied to client engagement and enrollments
• Medical, dental, vision, PTO, and 401(k)
• Ongoing training and professional development
• Advancement opportunities into account management and leadership roles
• Modern office environment with advanced technology