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Lead, Funds Management
2 months ago
The Lead, Funds Management, acts as an operational leader in providing local channel partners and their advertising partners with the support and tools to help promote brand-enhancing advertising and effective fund utilization through thought leadership, a deep understanding of the client's strategic priorities and key business objectives, a thorough understanding of each program's guidelines, intermediate knowledge of traditional and digital media, and expertise in both program administration and customer service.
This role is critical to our global client and customer success and each individual must be focused on serving as a brand ambassador, collaborating with internal and external team members, controlling quality, identification of potential risk and issues, being the voice of the customer, monitoring customer health, and providing excellent customer service.
Duties/Responsibilities:
Assess workload, assign daily goals, and send team status updates to ensure that goals and SLAs are met. Anticipate internal hurdles and course correct as necessary
Spend at least 50% of time performing quality control checks at payment/funding level with accountability to ensure accuracy and compliance with program guidelines
Support the establishment of productive workflows and team optimization across both US and global teams
Track global team performance (productivity and quality). Partner with manager on evaluating team and individual performance,
identifying
areas of strength and improvement
Report and track metrics against established department benchmarks (AIM), action planning when necessary
Develop an advanced knowledge of the assigned program(s) and serve as the day-to-day decision maker for the team and program operations, escalating as appropriate
Lead the implementation of special projects as directed by the client or internal teams
Support with data loads and payment runs
Work with a wide range of clients and customers (primarily via phone, chat, and email) to understand their marketing needs and resolve escalations independently
Maintain
accurate
profile and communication records with proactive reporting tied to support and actions provided
Coach customers and advertising partners in creating and
submitting
brand enhancing content
Resolve helpdesk escalations and provide coaching to team, route tickets to the
appropriate resources
or supervisor
Own monthly release testing and enhancement QA
Establish and
maintain
website and reporting QC processes
Train new team members and ensure existing team members receive ongoing training as necessary
Serve as a mentor to team members for day-to-day questions and guidance
Proactively communicate internally (and externally, if applicable) to keep all key stakeholders updated on program progress and performance
Assist
with the compilation and analysis of monthly, quarterly, and annual reporting and
provide
actionable insights and recommendations
Fully understand and lead channel partner marketing operational services
Fully understand program website(s) and tools for intermediate admin configuration
Lead partnerships by serving as a liaison with internal teams or key program vendor partners
Collaborate with team
Participate in idea-sharing and brainstorming sessions
Maintain SOPs, Clarification & Exception trackers, and other account-related training documents
Able to flex up or down in job responsibilities when needed
Required Skills/Abilities:
Proven technical competence including experience with Microsoft Word, Excel, Outlook, and social publishing platforms
Multimedia digital knowledge
Understanding of industry trends and a passion for technological innovation
Strong math, written and verbal communication skills, as well as proven problem-solving and multi-tasking ability
Ability to organize work, handle multiple tasks and meet deadlines
Exceptional client and customer service skills
Comfortable solving conflict
A natural curiosity and an eager desire to learn
Education and Experience:
Bachelor's degree in business, communications, marketing, journalism, or related field. Some outside training/continuing education within the field may be needed
2-years agency or related experience and 6 months of formal or informal leadership experience
Remote work experience preferred and
demonstrated
ability to work independently
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