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Sr. Wholesale Operations Analyst

1 month ago

Tempe, United States Achieve Full time
Job DescriptionJob DescriptionCompany 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.

Job Description

As a Sr. Wholesale Ops Analyst, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. Many of Achieve's clients are enrolled by our Wholesale Partners and this role plays a critical part in the key aspects of Achieve and Wholesale Partner Operations.

 

What you’ll do:

  • Collaborate with Wholesale owners and key teammates to create, develop and maintain reporting to monitor and optimize debt settlement enrollments and enrollment experiences

  • Provide training on key reporting and dashboards used by owners, managers, and agents to manage and maximize enrollments

  • Lead and support the successful completion of high-impact projects and initiatives focused on operational efficiency

  • Document and refine wholesale operational processes, driving standardization, scalability, and continuous improvement

  • Foster inter-department collaboration to design and implement tools that enhance WS Partner growth, maturity, and long-term value

  • Partner with leadership, Product, and IT teams to deliver consistent and innovative technology solutions, driving enhanced user experiences and operational excellence

  • Demonstrate a proactive approach to task management, consistently delivering high-quality results on time

  • Develop comprehensive content for monthly business reviews with WS Partners and internal stakeholders, providing actionable insights and recommendations

  • Manage and maintain updated contact information for all partners and collaborators, ensuring effective communication and relationship management

  • Support the VP and Manager of WS Operations in monthly commission processing for WS Partners

  • Collaborate with Business Intelligence teams to create and distribute well-defined canned and custom reports to WS Partners, enabling data-driven decision-making

 

Qualifications

  • Sales Performance Management and Analytics experience

  • Commission Processing experience

  • Exceptional communication skills to facilitate effective collaboration with partners at all levels and deliver comprehensive content for monthly business reviews

  • Expert in Excel/Google Sheets, demonstrating exceptional skills in analysis, presentation creation, and overall communication

  • Ability to multitask, prioritize, manage time effectively, and make swift decisions

  • Dependable, organized, detail-oriented

  • Alignment with our Core Values: Care, Act with Integrity, Get Better, Collaborate

  • A strong customer service-based approach to account management

  • A self-starter attitude with the ability to take initiative

  • Bachelor’s degree preferred



Additional Information

Achieve well-being with:

  • Hybrid and remote work opportunities
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Join Achieve, change the future.

At Achieve, we’re changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, Florida, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.