Lead Management Coordinator
10 hours ago
We are seeking a highly skilled 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- Curate, assign, reassign, and report on leads for each team
- Develop and maintain current documentation of all existing processes
- Work with technology teams to automate processes
- Provide lifecycle reporting to Marketing/Product, Advisory, and business leadership
- Act as liaison between Advisory team, stakeholders, and systems development, product development, marketing, and training organizations
- 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 with Salesforce Dataloader
- FINRA Fingerprinting Required
- Competitive salary range: $63,000 - $89,125
- Opportunity to participate in a bonus program
- Comprehensive benefits package, including medical, dental, vision, and life insurance
- Tuition reimbursement up to $5,250/year
- Paid time off and holidays
- Leave of absence programs
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.
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