Program Management Support Analyst - Lake Oswego, OR
1 day ago
Job description
This position is critical in ensuring the seamless onboarding and integration of new sources into our CRM system and operational workflows. Acting as a vital link between the sales team and operations, this role shepherds sources through the approval process, facilitates cross-departmental communication, and ensures programs are effectively supported throughout their lifecycle. The ideal candidate excels at communication, organization, and managing multiple priorities, with a strong understanding of business systems and equipment leasing. Reporting to the Project Manager, this role is integral to successful onboarding of sources and continuing operational support for our partners.
Job Duties/Responsibilities:
- Collaborate with the sales team to onboard new sources into the Salesforce platform, ensuring accurate and complete data entry.
- Gather and organize relevant information for presentation at Program Management Meetings.
- Coordinate with various departments to align on source requirements and expectations.
- Create and provide continuous training for the source onboarding process.
- Guide new sources through the operations and credit review processes until approval.
- Serve as the primary liaison between sales and operations to streamline onboarding processes.
- Identify and communicate operational differences to ensure seamless integration across teams.
- Facilitate the integration of systems, such as eOriginal, with new sources for operational alignment.
- Support source-driven special reporting needs by gathering, analyzing, and presenting data to stakeholders.
- Ensure smooth handoffs to documentation, funding, customer service, and collections teams post-approval of all sources.
- Conduct introductions and provide operational insights to ensure a shared understanding of program specifics.
- Foster collaboration and alignment across departments to support source success.
- Identify and propose opportunities for optimizing onboarding and review processes.
- Provide actionable feedback to improve cross-departmental communication and operational workflows.
- Lead operational team projects and other initiatives as assigned, ensuring timely delivery and effective collaboration.
Qualifications and Skills:
- 2-5 years equipment finance or lending experience preferred.
- High energy and adaptability, thriving in dynamic and evolving settings.
- Strong organizational and project management skills.
- Excellent communication and interpersonal abilities for cross-departmental collaboration.
- Proficiency in Salesforce or similar CRM platforms is preferred.
- Analytical mindset with the ability to gather, interpret, and present data effectively.
- Experience in operational workflows, process improvement, and program management.
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