Upgrade, Inc.
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Jobs at Upgrade, Inc.
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As a Customer Service Advisor at Upgrade, you will assist customers via phone and email with account statuses, payments, and concerns. Your role includes documenting interactions, identifying improvements, and ensuring a positive customer experience. You will also contribute to team collaboration and maintain quality assurance standards.
The Sales Administrator will support the sales team by managing sales data, reporting, coordinating meetings, and assisting in achieving revenue goals. Responsibilities include maintaining CRM records, tracking sales performance, liaising with marketing, and aiding in event planning, all in a collaborative, fast-paced environment.
The Marketing Automation Manager will develop and execute lifecycle marketing programs across various channels to enhance customer engagement and drive growth. Responsibilities include managing end-to-end initiatives, analyzing performance metrics, and collaborating with cross-functional teams on customer journey optimization.
The CRM Marketing Manager will lead lifecycle marketing strategies across various channels to enhance customer engagement and drive growth. The role involves managing the full cycle of marketing programs, analyzing campaign effectiveness, and collaborating with cross-functional teams to optimize communication and conversion strategies.
The Legal Intern will support Upgrade's commercial legal team by managing contracts, improving data-driven legal processes, and assisting attorneys. Responsibilities include organizing contracts, updating contract data using management tools, and providing administrative support for legal projects.
The Auto Servicing Specialist will provide customer service via phone and email, assist with account status and payment issues, document interactions, and enhance customer satisfaction. The role involves collaborating with other team members and management to resolve concerns, improve processes, and create a positive experience for customers.
The Lifecycle Marketing Manager will lead the development and execution of lifecycle marketing programs, optimizing campaigns to improve customer engagement and growth. Responsibilities include creating customer journey flows, analyzing campaign performance, and working cross-functionally to enhance lifecycle marketing efforts.
The Director of Credit Risk & Analytics will strategize on risk assessment for applicants and ensure responsible lending practices. This role involves implementing analytical frameworks, compliance monitoring, and collaboration with multiple departments to enhance customer experience while managing loan portfolio performance.
The Director of Strategic Finance at Upgrade is responsible for driving profitability and enhancing reporting while providing financial insights to executive leadership. Key responsibilities include developing financial reports, analyzing profitability, owning the forecasting process, and collaborating with cross-functional teams to support business strategies.
The Cash Accountant will manage the company's cash accounting, ensuring accurate recording of cash transactions, performing bank reconciliations, maintaining internal controls, assisting with audits, and identifying process improvements. The role involves collaboration with the finance team to enhance cash management efficiency.
The Senior Director of Compliance will lead the CMS Program, managing compliance monitoring and testing, developing policies, conducting risk assessments, overseeing issue remediation, and managing a compliance team. This role involves working with stakeholders to ensure compliance controls are effective and representing the company in regulatory matters.
The Payroll Specialist will support payroll processing, audit HSA changes, assist with Canadian payroll, handle employee queries related to pay, and contribute to payroll documentation. They will work collaboratively across finance and people operations teams in a fast-paced environment.
The VP of Merchant Risk Operations will develop and implement risk management strategies for merchants, oversee underwriting, monitor risk exposure, ensure compliance with regulations, lead a team of risk management professionals, and analyze data to make recommendations.
As a Collections Specialist, you will interact with customers over phone and email to assist them with account statuses, payments, and disputes. You'll use skip tracing to locate customers, create repayment plans, and document communications. The role aims to optimize customer satisfaction while maintaining quality assurance results.
The Account Executive will join Upgrade's sales team to attract new merchants and contractors, managing the entire sales cycle. The role includes developing relationships at the C Suite level, refining sales presentations, and achieving sales targets. This position offers an opportunity to shape go-to-market strategies and contribute significantly from the ground floor of a rapidly growing fintech company.
The Manager of People Operations at Upgrade will oversee daily HR operations, ensure compliance with labor laws, manage employee data in Workday, and collaborate with various People Centers of Excellence. They will work on HR initiatives, maintain HR metrics, and lead a team focused on the employee lifecycle.
The Account Servicing Supervisor will oversee a team of Account Specialists, managing daily operations, handling escalations, and developing processes. This role includes coaching staff, enhancing productivity through metrics, and coordinating with compliance and QA teams to improve service delivery and operational efficiency.
The Fraud Investigations Supervisor will manage a team of Fraud Investigators, ensure productivity and efficiency of investigations, provide training and feedback, suggest process improvements, and develop strategies for fraud prevention based on emerging trends. This role emphasizes leadership and communication skills while working toward the goals of the Fraud team.
The Product Designer will work on new financial products, creating user-centered designs for mobile and web platforms. This includes collaborating with product and engineering teams, developing flows and prototypes, and maintaining a design system. The role focuses on solving user problems and improving designs based on research and analytics.
The Fraud Monitoring Manager will lead the Fraud Monitoring Team, overseeing the development and implementation of fraud policies and strategies. They will manage analysts, review fraud threats, escalate issues, develop metrics to evaluate fraud prevention, and ensure effective coordination among teams to mitigate risks.
