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reporting crm data analytics fintech salesforce📋 Description
- Coordinate onboarding and activation of contractor partners (training, access)
- Maintain communications between contractors, PDMs, Loan Officers, Ops, and Support
- Monitor partner pipelines and identify stalled or incomplete applications
- Follow up to recover deals and move applications toward funding
- Track partner usage and adoption metrics to surface growth opportunities
- Pull reports and assist in outreach strategy
🎯 Requirements
- 2-4 years in sales support, partner success, account coordination, lending operations, or similar
- Experience supporting contractor, home improvement, solar, roofing, mortgage, or fintech partners preferred
- Strong written and verbal communication skills
- Comfortable using Salesforce or similar CRM systems
- Highly organized with strong attention to detail
- Ability to analyze performance data and translate insights into action
🎁 Benefits
- Comprehensive health, vision, and dental insurance (employer-paid)
- Company HSA, FSA, Dependent Care, 401k, and commuter benefits
- Employer-funded life and disability insurance
- 11 holidays and paid time off (PTO) plan
- Up to 12 weeks paid family leave
- Continuing education reimbursement
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