Lead Management Consultant

1 week ago


Gilbert, Arizona, United States Empower Full time
Job Title: Lead Management Consultant

Empower is seeking a highly detail-oriented Lead Management Consultant to join our team. As a key member of our organization, you will be responsible for working closely with our leadership team to execute our current and future lead lifecycle processes.

Key Responsibilities:
  • Curate, assign, reassign, and report on leads for each team
  • Develop and maintain current documentation of all existing processes
  • Work with our technology teams to automate our 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, preferred
  • 1-3 years SFA and CRM administration or business systems analyst experience, preferred
  • 1-3 years with Salesforce Dataloader, preferred
  • 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, including 10 paid company holidays and 3 floating holidays each calendar year

Empower is an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. 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.



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