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Lead Management Consultant

2 months ago

Tucson, Arizona, United States Empower Full time
Job Summary

We are seeking a highly skilled and detail-oriented Lead Management Coordinator to join our team at Empower. As a key member of our organization, you will be responsible for executing our lead lifecycle processes, working closely with leadership to drive business growth and retention.

Key Responsibilities
  • Develop and maintain current documentation of all existing processes
  • Work closely with business leadership to execute team-specific lead lifecycle processes
  • Manage and execute daily and weekly assignments timely and accurately
  • Utilize tools such as Excel to maintain a roster of producing representatives on each team
  • Proactively provide lifecycle reporting to Marketing/Product, Advisory, and business leadership
Requirements
  • Bachelor's Degree in Business, Economics, or applicable business experience
  • 1-3 years financial or sales analysis experience in either sales operations or finance
  • 1-3 years SFA and CRM administration or business systems analyst experience
  • 1-3 years of SQL coding experience or comfortable in learning this skill
  • FINRA Fingerprinting Required
What We Offer
  • Medical, dental, vision, and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment with the option to wear jeans
  • Generous paid time off and holidays

We are an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.