AutoPayPlus is a Company that helps everyday people improve their financial lives. Utilizing proprietary technology that simplifies and automates financial well‑being, AutoPayPlus has helped more than three hundred thousand people over the past twenty years.
Job Summary We’re looking for a dynamic Call Center Outreach Representative to join our growing team! In this role, you’ll be the voice of AutoPayPlus, connecting with members to provide exceptional service, offer financial solutions, and strengthen long‑term relationships. You’ll play a key role in outbound calling campaigns, inbound transfers, and appointment management while working in a supportive, collaborative, and growth‑oriented environment.
Responsibilities Duties and responsibilities of the position include but are not limited to the following:
Member Engagement:
Proactively conduct outbound calls, handle inbound transfers, and manage Calendly appointments to improve member satisfaction and engagement.
Sales & Upselling:
Recommend and upsell financial products (auto, mortgage, personal, student loans) that best fit members’ needs.
Reenrollments:
Reconnect with members who canceled due to refinance or early payoff, offering opportunities for continued services.
Problem Solving:
Identify customer needs, troubleshoot issues, and provide clear solutions or referrals.
System Navigation:
Efficiently use tools like Creatio CRM, Five9 dialer, Outlook, and internal systems for documentation, follow‑up, and campaign tracking.
Compliance & Transparency:
Clearly explain program details, fees, and policies while maintaining integrity and compliance.
Campaign Execution:
Execute outbound calling campaigns aligned with team goals and scripts, while meeting or exceeding performance targets.
Collaboration:
Partner with sister departments, share feedback, and participate in ongoing training and team initiatives.
Professional Tone:
Maintain a respectful, positive, and brand‑aligned approach in every member interaction.
Qualifications The position generally requires an individual to have the following qualifications:
1–2 years of experience in a call center, outreach, or sales role
Background in financial services, fintech, or compliance‑driven industries
Familiarity with CRM tools such as Creatio and dialers like Five9
High school diploma or equivalent
Skills
Excellent verbal and written communication skills
Strong customer service and time management abilities
Persuasive sales skills with financial product awareness
High attention to detail and ability to navigate multiple systems
Empathy, emotional intelligence, and active listening skills
Commitment to integrity, compliance, and transparency
Results‑driven with adaptability in a fast‑paced call center environment
Team‑oriented, proactive, and coachable
Working conditions The work is performed in an office setting, with one weekend per month dedicated to remote support.
Physical requirements The position is not physically demanding.
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Job Summary We’re looking for a dynamic Call Center Outreach Representative to join our growing team! In this role, you’ll be the voice of AutoPayPlus, connecting with members to provide exceptional service, offer financial solutions, and strengthen long‑term relationships. You’ll play a key role in outbound calling campaigns, inbound transfers, and appointment management while working in a supportive, collaborative, and growth‑oriented environment.
Responsibilities Duties and responsibilities of the position include but are not limited to the following:
Member Engagement:
Proactively conduct outbound calls, handle inbound transfers, and manage Calendly appointments to improve member satisfaction and engagement.
Sales & Upselling:
Recommend and upsell financial products (auto, mortgage, personal, student loans) that best fit members’ needs.
Reenrollments:
Reconnect with members who canceled due to refinance or early payoff, offering opportunities for continued services.
Problem Solving:
Identify customer needs, troubleshoot issues, and provide clear solutions or referrals.
System Navigation:
Efficiently use tools like Creatio CRM, Five9 dialer, Outlook, and internal systems for documentation, follow‑up, and campaign tracking.
Compliance & Transparency:
Clearly explain program details, fees, and policies while maintaining integrity and compliance.
Campaign Execution:
Execute outbound calling campaigns aligned with team goals and scripts, while meeting or exceeding performance targets.
Collaboration:
Partner with sister departments, share feedback, and participate in ongoing training and team initiatives.
Professional Tone:
Maintain a respectful, positive, and brand‑aligned approach in every member interaction.
Qualifications The position generally requires an individual to have the following qualifications:
1–2 years of experience in a call center, outreach, or sales role
Background in financial services, fintech, or compliance‑driven industries
Familiarity with CRM tools such as Creatio and dialers like Five9
High school diploma or equivalent
Skills
Excellent verbal and written communication skills
Strong customer service and time management abilities
Persuasive sales skills with financial product awareness
High attention to detail and ability to navigate multiple systems
Empathy, emotional intelligence, and active listening skills
Commitment to integrity, compliance, and transparency
Results‑driven with adaptability in a fast‑paced call center environment
Team‑oriented, proactive, and coachable
Working conditions The work is performed in an office setting, with one weekend per month dedicated to remote support.
Physical requirements The position is not physically demanding.
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