Lead Consultant with FINRA Licensing

Job Summary

A company is looking for a Lead Consultant to manage lead lifecycle processes and support asset growth and retention.

Key Responsibilities

• Execute lead lifecycle processes, including curating, assigning, and reporting on leads
• Manage daily and weekly lead assignments and provide lifecycle reporting to stakeholders
• Act as a liaison between teams and support sales in building business cases

Required Qualifications

• Bachelor's degree in Business, Economics, or applicable business experience
• 1 to 3 years of financial or sales analysis experience in sales operations or finance
• Familiarity with Salesforce Dataloader or comfort learning new technologies
• Advanced knowledge of Microsoft Excel and Access
• FINRA fingerprinting required