Remote Lead Consultant Management | WFH

Job Overview

Join our esteemed organization where each team member significantly contributes to empowering individuals in achieving their financial aspirations and personal wealth management goals. We are dedicated to fostering a positive influence in the lives of our clients.

As a Lead Management Consultant, you will collaborate closely with leadership to implement and enhance existing and future lead lifecycle processes. Your keen attention to detail, combined with a proactive mindset, will be essential in overseeing daily lead operations that propel growth and retention.

Key Responsibilities

• Cultivate mastery in various lead types within the organization.
• Gain proficiency in utilizing Salesforce Dataloader and other relevant technologies.
• Independently troubleshoot challenges, resolving them promptly or escalating as needed.
• Consistently manage daily and weekly tasks with accuracy and timeliness.
• Employ tools such as Excel to maintain an up-to-date registry of representatives eligible for lead assignments.
• Develop and refine reports to effectively detail assigned leads.
• Deliver proactive lifecycle reporting to stakeholders, including Marketing, Product, and business leadership.
• Act as a liaison among the Advisory team, stakeholders, and diverse departments, including systems and product development.
  
  

Required Skills

• A Bachelor’s Degree in Business, Economics, or an equivalent field of experience.
• 1-3 years of experience in financial or sales analysis, ideally within sales operations or finance.
• Familiarity with Salesforce and SFA/CRM administration.
• Basic understanding of SQL coding or a willingness to learn.
• A strong grasp of data warehousing and business intelligence tools is advantageous.
• Advanced skills in Microsoft Excel and Access.
• A documented history of driving process enhancements and delivering results.
• Exceptional communication and presentation abilities, with a self-starting mindset and capacity to operate independently.
• A collaborative nature, enabling effective cross-functional interactions with Sales, IT, and Finance teams.
• Strong organizational capabilities to manage multiple projects effectively.
  
  

Qualifications

• A Bachelor's Degree in Business, Economics, or a related discipline.
  
  

Career Growth Opportunities

In this role, you will have the chance to develop valuable experience in lead management and operations, positioning yourself for future advancement within an innovative and forward-thinking organization.

Company Culture And Values

We pride ourselves on creating a diverse and inclusive environment that nurtures balanced lives for our employees, which ultimately drives exceptional performance.

Compensation And Benefits

We offer a comprehensive range of benefits designed to support our employees:

• Medical, dental, vision, and life insurance
• Retirement savings plan with generous matching contributions
• Tuition reimbursement up to $5,250 annually
• Flexible business-casual environment
• Generous paid time off, including ten paid company holidays and three floating holidays each year
• Paid volunteer time (16 hours annually)
• Leave of absence programs, including paid parental leave
• Business Resource Groups (BRGs) to encourage community and engagement among employees
• Salary Range: \(63,100 - \)89,125
  
  

This range indicates the typical minimum to maximum base salary for this position in the specified location. Additional compensation may be available through performance-based bonus programs.

Equal Opportunity Employer

We are committed to fostering diversity and encourage all individuals to apply, regardless of personal characteristics. All qualified applicants will be considered for employment without regard to age, race, color, national origin, sex, sexual orientation, gender identity, disability, or any other status protected by law.

Application Requirements

Candidates must be authorized to work in the U.S. We are currently unable to sponsor employment visas. For remote and hybrid roles, a reliable high-speed internet connection and a suitable home workspace are necessary.

Employment Type: Full-Time