Lead Management Coordinator

1 day ago


Englewood, Colorado, United States Empower Retirement Full time
Job Summary

We are seeking a highly detail-oriented and organized Lead Management Coordinator to join our team at Empower Retirement. 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 to ensure efficient lead management.
  • Develop and maintain current documentation of all existing processes, including procedures for change requests and new lead projects.
  • Work closely with our technology teams to automate our processes and improve efficiency.
  • Provide lifecycle reporting to Marketing/Product, Advisory, and business leadership to inform decision-making.
  • Act as a liaison between the Advisory team, stakeholders, and systems development, product development, marketing, and training organizations.
Requirements
  • Bachelor's Degree in Business, Economics, or applicable business experience.
  • 1-3 years of financial or sales analysis experience in either sales operations or finance, preferred.
  • 1-3 years of SFA and CRM administration or business systems analyst experience, preferred.
  • 1-3 years of experience with Salesforce Dataloader, preferred.
  • FINRA Fingerprinting Required.
What We Offer

We offer a comprehensive benefits package, including 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.

As a member of our team, you will have the opportunity to work with a diverse and inclusive group of professionals who are passionate about making a difference in the lives of our clients. We are committed to creating a work environment that is supportive, collaborative, and fun.



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