Full 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:
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 across BCU to also participate in goal setting & attainment, needs analysis, business requirements gathering, staff change management and enhancement prioritization.
Essential Duties and Responsibilities:
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
Partner with MI to support reports and dashboards needed at the agent, manager and executive level to monitor and manage performance trends.
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
Preferred 3yrs 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 build relationships at multiple levels and 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, we’re committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve 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
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Pay Transparency Policy
Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information.