Lead Management Consultant

1 week ago


Gilbert, Arizona, United States Empower Full time
Empower Your Career

Are you looking for a challenging and rewarding role that will help you grow professionally and personally? Do you have a passion for financial services and a desire to make a meaningful impact? If so, we may have the perfect opportunity for you

As a Lead Management Coordinator at Empower, you will play a critical role in supporting our sales teams and driving business growth. Your primary responsibilities will include managing lead lifecycle processes, working closely with business leadership to execute team-specific processes, and maintaining current documentation of all existing processes. You will also have the opportunity to develop procedures for change requests and new lead projects, as well as work with our technology teams to automate processes.

Key Responsibilities:
  • Manage and execute daily and weekly assignments in a timely and accurate manner
  • 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
  • Act as liaison between the Advisory team, stakeholders, and systems development, product development, marketing, and training organizations
  • Support sales and business teams in building business cases

What We Offer:

At Empower, we offer a comprehensive benefits package that includes medical, dental, vision, and life insurance, as well as a 401(k) plan with generous company matching contributions. We also offer tuition reimbursement, paid time off, and a business-casual environment that includes the option to wear jeans. Additionally, we have a paid volunteer time program and leave of absence programs, including paid parental leave and paid short- and long-term disability. We are an equal opportunity employer and welcome applicants from diverse backgrounds.

Requirements:

To be successful in this role, you will need a Bachelor's Degree in Business, Economics, or a related field, as well as 1-3 years of financial or sales analysis experience in sales operations or finance. You will also need 1-3 years of SFA and CRM administration or business systems analyst experience, as well as proficiency in Salesforce Dataloader and/or SQL coding. If you are a motivated and detail-oriented individual with excellent communication and presentation skills, we encourage you to apply

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