Sales Operations Coordinator

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.

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

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

What you need to know: 

Shift: Tuesday - Saturday
Hours: 9:00 AM - 6:00 PM Tuesday-Friday; 6:00 AM - 3:00 PM Saturday
Location: Work remotely from home (in/near Tempe, AZ)