Senior Analyst of Wholesale Operations

2 weeks ago


Tempe Arizona, United States Achieve Full time
Position Overview:

As a Senior Analyst in Wholesale Operations, you will play a pivotal role in enhancing the financial well-being of individuals through innovative digital solutions. Your contributions will significantly influence the operational dynamics between Achieve and its Wholesale Partners.

Key Responsibilities:
  • Engage with Wholesale stakeholders and team members to design, develop, and sustain reporting mechanisms that monitor and enhance debt settlement enrollments and the overall enrollment journey.
  • Lead and facilitate the successful execution of impactful reporting and commission-related initiatives.
  • Provide comprehensive training on essential reporting tools, dashboards, and commission systems utilized by owners, managers, and agents to optimize enrollment processes.
  • Collaborate with Business Intelligence teams to generate and disseminate both standardized and tailored reports to Wholesale Partners, fostering data-driven decision-making.
  • Craft detailed content for weekly and monthly business reviews with Wholesale Partners and internal teams, delivering actionable insights and strategic recommendations.
  • Conduct regular commission processing, addressing issues as they arise, and ensuring accuracy in commission validation, including percentages, amounts, and tier achievements.
  • Prepare commission summary reports for executive review and develop template notifications for partners.


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