Lead Management Consultant

3 weeks ago

Tallahassee, Florida, United States Empower Full time
Job Description

Empower Your Career

At Empower, we're committed to helping our associates grow and succeed in their careers. As a Lead Management Coordinator, you'll play a critical role in executing our lead lifecycle processes, working closely with EPW leadership to drive assets growth and retention.

Key Responsibilities

  • Develop and maintain a deep understanding of our lead types and processes
  • Work closely with business leadership to execute team-specific lead lifecycle processes
  • Maintain current documentation of all existing processes and develop procedures for change requests and new lead projects
  • Collaborate with technology teams to automate processes and improve efficiency
  • Manage and execute daily and weekly assignments, ensuring timely and accurate completion
  • Utilize tools like Excel to maintain a roster of producing representatives and create effective reporting
  • Provide proactive lifecycle reporting to Marketing/Product, Advisory, and business leadership
  • Act as a liaison between the Advisory team, stakeholders, and systems development, product development, marketing, and training organizations
  • Support sales and business teams in building business cases

Requirements

  • Bachelor's Degree in Business, Economics, or applicable business experience
  • 1-3 years financial or sales analysis experience in 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
  • 1-3 years of SQL coding experience or comfortable in learning this skill
  • FINRA Fingerprinting Required
  • Understanding of data warehouse, business intelligence/data tools and technologies, preferred
  • Advanced knowledge of Microsoft Excel and Access
  • Demonstrated ability to drive process improvements, problem-solve, and produce results
  • Strong quantitative analytical aptitude with strong attention to detail and accuracy
  • Excellent communication and presentation skills
  • Initiated self-starter, able to work independently and follow through when working with colleagues
  • Ability to collaborate and work in cross-functional teams
  • Ability to prioritize and manage multiple projects

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, a business-casual environment, and a generous paid time off program.

Equal Opportunity Employer

We are 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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