Customer Success Advisor

At Clicklease, We'Re On A Unique Mission – To Empower The Small Business Owners Often Overlooked By Traditional Lenders. If You'Re Considering Joining Our Team, Envision Yourself At The Heart Of Our Vibrant Headquarters In West Valley City, Ut, Or Contributing To Our Impactful Operations From Radial, Alajuela, Costa Rica. At Clicklease, We'Ve Cultivated A Dynamic Work Environment That Goes Beyond Routine Services. At Clicklease, You'Ll Play A Pivotal Role In Transforming Equipment Financing Into A Gateway For Entrepreneurs To Turn Their Dreams Into Reality. If You'Re Passionate About Purpose-Driven Work, Innovation, And Making A Tangible Impact, Clicklease Is Where Your Career Journey Begins.

Join Us In Shaping A Future Where Every Business Owner Has The Opportunity To Thrive.

• Compensation: Competitive salary paid in USD
• Modality: Hybrid schedule (office in Alajuela near the airport)
• Schedule: Monday – Friday, 10:00 a.m. – 7:00 p.m.

What You’Ll Be Doing

• Addressing 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 Have

• Drive 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 Out

• Minimum 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 Functions

• Ability 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 Clicklease

At 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 Environment

• People-First Culture

• Diverse And Inclusive

• Fun is part of the job

• Your Voice Matters

Join us and help make financing awesome. Learn more at clicklease.com/careers

What We Offer (Costa Rica)

• Competitive Salary

• Medical Insurance

• Life Insurance

• Paid time off and holidays
• Two annual company celebrations (ask us about them in your interview!)
• Office conveniently located near the airport in Alajuela
• Clicklease only accepts resumes submitted in English 

• AsociacióN Solidarista

• Paid time off and holidays
• Two annual company celebrations (ask us about them in your interview!)
• Office conveniently located near the airport in Alajuela
• Clicklease only accepts resumes submitted in English 

Clicklease Is An Equal Opportunity Employer And Prohibits Discrimination And Harassment Of Any Kind. We Are Committed To Ensuring That All Employees And Job Applicants Are Treated With Respect And Dignity Regardless Of Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Disability, Or Any Other Characteristic Protected By Applicable Law. This Policy Applies To All Terms And Conditions Of Employment, Including Recruiting, Hiring, Placement, Promotion, Termination, Layoff, Recall, Transfer, Leaves Of Absence, Compensation, And Training.