Achieve Logo

Achieve

Sales Operations Coordinator

Posted 5 Hours Ago
Remote
Hiring Remotely in United States
Entry level
Remote
Hiring Remotely in United States
Entry level
The Sales Operations Coordinator works with leadership and sales departments to analyze data, create reports, and improve processes for enhanced client experiences.
The summary above was generated by AI

Job Description
The Sales Operations Coordinator is committed to creating an effective partnership between all Leadership and AR/FDR (Sales) departments to better understand our clients' needs through process mapping, root cause analysis, project management, and data mining. The ideal candidate will balance their time gathering all pertinent information about a particular business problem or question, and creating deliverables such as charts/graphs, PowerPoint presentations, infographic job aids, process maps, and reporting findings to leadership.
What you'll do:

  • Responsible for Sensitive and Confidential Information
  • Communicate with partners that include all levels of Leadership and AR/FDR departments
  • Able to work weekend hours (see shift options below)
  • Fulfilling requests from Sales Agents and Leaders across the department
  • Organize a vast amount of information and synthesize it into insightful, actionable solutions (reporting, charts, PowerPoints)
  • Pull sales calls and report findings with solutions to leadership/report trends on the sales floor
  • Use provided tools to map processes and flowcharts, build graphs, analyze data, and create presentations
  • Work cross-functionally with multiple departments to understand the effects of decision trees that branch out across the business and impact the client experience.
  • Identify where problems exist in the processes, work streams at both a micro and macro level


Qualifications
What You'll Bring:

  • Must be able to work weekends.
  • Projects a positive image and serves as a role model for others
  • Strategic-minded with advanced critical thinking skills
  • Excellent communication skills (both verbal and written)
  • Must be customer-focused, service-minded, and detail-oriented
  • Ability to successfully multi-task and independently prioritize tasks according to department goals and objectives
  • Ability to balance demands in a fast-paced work environment
  • Able to put together Memos, Training Materials, Standard Operating Procedures, workflows, and other communications that are free of errors and easy to understand
  • Ability to work independently and within a team environment
  • Ability to collaborate with multiple departments as needed
  • Proficient with Data Visualization and Analysis
  • Proficient in Google Suite (Google Sheets, Google Docs, Google Slides, Google Forms, and Google Drive) and Microsoft Office (Excel, Word, PowerPoint, Outlook)
  • Understanding of SharePoint, Slack, Salesforce Lightning, Xactly, Tableau, and Grafana


Additional Information
What you need to know:
Shift: Tuesday - Saturday
Hours: 10:00 am- 7:00 pm MST Tuesday - Friday, 6 am - 3 pm Saturday
Location: Work remotely from home (in/near Tempe, AZ)
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Top Skills

Google Suite
Grafana
MS Office
Salesforce Lightning
Sharepoint
Slack
Tableau
Xactly

Similar Jobs at Achieve

Yesterday
Remote
United States
85K-130K Annually
Mid level
85K-130K Annually
Mid level
Fintech • Marketing Tech • Professional Services • Financial Services
As a Loan Consultant II, you'll manage loan applications, engage borrowers, and achieve sales goals while utilizing CRM tools to track progress.
Top Skills: Crm ToolsSalesforce
Yesterday
Remote
United States
85K-130K Annually
Mid level
85K-130K Annually
Mid level
Fintech • Marketing Tech • Professional Services • Financial Services
As an Inside Sales Representative, you will contact borrowers to facilitate the loan application process and drive sales by managing a pipeline of transactions.
Top Skills: Salesforce
14 Days Ago
Remote
Hybrid
United States
65K-100K Annually
Junior
65K-100K Annually
Junior
Fintech • Marketing Tech • Professional Services • Financial Services
As an Inside Sales Representative, you'll contact warm leads, educate them about debt resolution programs, and close sales while exceeding performance goals.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account