Simplify Logo

Full-Time

Account Coordinator

Uplift, Air, Hospitality

Posted on 2/7/2024

Upgrade

Upgrade

1,001-5,000 employees

Provides personal loans and credit cards

Data & Analytics
Fintech
Financial Services

Junior, Mid, Senior

San Francisco, CA, USA

Required Skills
Market Research
Sales
Communications
Public Speaking
Tableau
Salesforce
JIRA
Marketing
Customer Service
Data Analysis
Requirements
  • Travel industry experience preferred
  • Proven experience in a sales support or account coordination role, preferably in an enterprise or B2B environment.
  • Strong organizational skills with the ability to prioritize tasks and manage time effectively.
  • Excellent communication skills, both written and verbal.
  • Presentation and public speaking skills.
  • Proficiency in Google Suite, Salesforce, Tableau and Jira.
  • Detail-oriented mindset with a focus on accuracy and quality.
  • Ability to work collaboratively in a team-oriented environment.
  • Travel to functions, trade shows, and/or accounts as required.
  • Bachelor's degree in Business, Marketing, or a related field.
Responsibilities
  • Data & Reporting: Provide regular performance reports and analysis for small/emerging accounts and support reporting and analytics needs for large enterprise accounts.
  • Market Research: Stay informed about industry trends, market conditions, and competitor activities. Provide insights and recommendations to enhance sales strategies.
  • Sales Support: Assist in the creation of sales presentations, proposals, and contracts. Prepare sales-related documents and materials to support the sales team's efforts.
  • Account Management: Manage small/emerging accounts and provide support on large enterprise accounts. Maintain a deep understanding of account needs and requirements.
  • Partner Support: Work closely with partner success and customer support teams to ensure operational excellence and resolve issues including but not limited to merchant inquiries, customer inquiries and operational investigations.
  • Coordination: Coordinate sales activities, including scheduling meetings, preparing sales documents, managing follow-up tasks and organizing internal meetings and offsites.
  • Collaboration: Work closely with cross-functional teams, including compliance, operations, marketing, product development, and customer service, to align efforts and deliver cohesive support to merchants and team members.

Upgrade, Inc. specializes in providing personal financial products, including personal loans, credit cards, and a rewards checking account that features cash back rewards and no fees. With its renowned Upgrade Card, recognized as the fastest growing credit card in America by the Nilson Report for two consecutive years, the company harnesses advanced technology to enhance user financial experiences. This focus on technological advancement and recognition in the financial industry positions it as a leading employer for those interested in contributing to the innovative world of financial services and technology.

Company Stage

Series E

Total Funding

$357.2M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

21%

1 year growth

32%

2 year growth

56%
INACTIVE