Job Description

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision.

At BCU, you'll have a career in a growing organization and an environment that supports your professional and personal growth. For these reasons, BCU has been chosen as a Chicago Tribune Top 100 Workplace and a certified Great Place to Work.

Visit the link below to learn more about LifeAtBCU:

https://players.brightcove.net/3101254895001/default_default/index.html?videoId=6013229634001

Optimize sales lead management & application activity cadences by fully leveraging Salesforce capabilities resulting in success as measured by Salesforce and sales KPIs including conversion and win rates. Works in tandem with sales management and staff to also participate in goal setting & attainment, needs analysis, business requirements gathering, staff change management and enhancement prioritization.

* Maintain deep knowledge of BCU sales and consumer lending operations and Salesforce org/tools
* Optimize lead classification criteria and work with management to establish conversion goals for each lead class and continually optimize processes and strategies to meet these goals
* May participate in and/or lead change management activities including agent coaching and training
* Leverage Salesforce tools to build lead and opportunity pipeline cadences including timing, scripting and automation (where appropriate) of communication and follow up activities; Continually learn and iteratively optimize cadences to maximize results
* Establish baselines and targets for opportunity KPIs which may include activity logging and next activity entry, opportunity win rates, cadence execution, and NPS results
* Build, modify and monitor Salesforce reports and dashboards needed at the agent, manager and executive level to monitor and manage performance trends while adhering to BCU Best Practices for Reporting and Dashboards
* Work with business units to identify, define requirements for, submit and prioritize Salesforce enhancement requests
* Work closely with the rest of the BCU Salesforce team to ensure configuration practices are consistent with the enterprise as a whole and to request administrative or technical support
* Always keep Salesforce platform knowledge current using Trailhead and other training resources

Requirements

* 3 or more yrs consumer lending sales experience
* Highly motivated and goal-oriented with a demonstrated understanding of the lending sales practices, processes, and key success drivers
* Possesses intellectual curiosity and the ability to think creatively in problem solving and solutioning
* Strong ability to communicate with and effectively influence business leaders and sales personnel
* Experience doing basic data analysis using common tools such as Microsoft Excel, Access or PowerBI
* Working understanding of and experience with Salesforce or like platform in terms of sales tools and capabilities

BCU Shared Values. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our Members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.

Life at BCU. With a culture built off relationships and referrals, were committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, weve created a unique culture that supports a healthy work/life balance. For this reason and more, BCU has been chosen as a Chicago Tribune Top 100 Workplace. LifeAtBCU

Equal Employment Opportunity
Baxter is an equal opportunity employer. Baxter evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.

EEO is the Law
EEO is the law - Poster Supplement

Pay Transparency Policy

Reasonable Accommodations
Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please send an e-mail to [email protected] and let us know the nature of your request along with your contact information.