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
What the Team is Saying
What We Do
Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.
Our people make the biggest difference. With more than 2,300 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.
We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:
Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)
Why Work With Us
The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
