Sales and Support Operations Analyst

FL - Jacksonville

CA - San Francisco

NY - New York City

UT - Cottonwood Heights

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role :

The School and Sales Support Analyst will be responsible for maintaining the Standard Operating Procedures (SOPs) performed by the In-School Campus Relationship Team (CRT), reporting for the In-School Campus Relationship Team, trend and root cause analysis, supporting the In-School Sales Team through the drafting of Request for Proposals (RFPs), maintaining the RFP library, updating third-party marketing sites and performing competitive research as well as executing the controls tied to the SOPs.As an extension of the sales team, you’ll be providing direct support to our schools through your work with both the Sales and Campus Relationship Teams.

What you’ll do :

• Maintain and update Campus Relationship Team SOPs as required to align with changes in processes
• Perform daily reporting to inform and share insights with management team regarding the performance of the program utilizing Tableau, Salesforce, and Genesys
• Share insights with In-School Loan management regarding the root causes of school inquiries, concerns and complaints, trend identification, advocating on our schools’ behalf to improve our products, operations and policies
• Execute controls on a scheduled basis ensuring evidence is maintained and trackable
• Laser-focus on detail, ensuring the correct information is always provided to schools, the team, and in RFPs
• Deliver timely, accurate and actionable information to SoFi Teams as appropriate
• Improve upon and refine sales and customer service knowledge and techniques through ongoing training
• Maintain RFP library in Google Sheets or other tool(s) as necessary
• Attend weekly sales meetings to ensure alignment with product changes for both CRT and RFPs
• Participate in recording of team meeting minutes and follow up from weekly sales meetings
• Draft RFPs for Sales Team and manage workflow and reporting for RFPs in flight
• Maintain changes to third-party marketing sites including pricing and program differentiation
• Perform competitive research and analysis and share results with management
• Maintain slide library for frequently used slides
• Support Sales Support / Administration team members as required

What you’ll need :

Nice to have :

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensiveand competitivebenefits, visit our Benefits at SoFi page!

Pay range : $86,400.00 - $162,000.00

Payment frequency : Annual

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.

Pay range : $86,400.00 - $162,000.00 Payment frequency : Annual This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and / or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Apply for this position

School and Sales Support Analyst

Business Unit

4 Locations

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. ( www.nmlsconsumeraccess.org )

✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit.

We use pixels and other tracking technologies to collect your information and actions to enhance site navigation, personalize content, analyze site usage, and assist in marketing efforts. We share this information with social media, advertising, and analytics partners. If you do not make a selection, you agree to our use of these technologies.Privacy Policy

Privacy Preference Center

Switch Label label

Switch Label label

When you opt out, we will not sell / share your personal information with third parties to provide you with more relevant advertisements across other websites, platforms, and applications. For more information, visit https : / / www.sofi.com / online-privacy-policy / .

#J-18808-Ljbffr