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Full-Time

Senior Knowledge Management Specialist

Posted on 3/20/2024

Upgrade

Upgrade

1,001-5,000 employees

Provides loans, credit cards, and rewards

Data & Analytics
Fintech
Financial Services

Compensation Overview

$70kAnnually

+ Stock Option Plan

Mid, Senior

Phoenix, AZ, USA

Category
Management Consulting
Consulting
Required Skills
React.js
Management
Requirements
  • 2+ Years of experience directly related to procedural documentation and content creation
  • Formal writing or technical procedural writing experience required
  • Bachelor's degree required
  • Financial services regulatory and compliance knowledge required
  • Experience in a startup, fintech, or fin-serv call center environment required
  • Sense of ownership and responsibility towards troubleshooting issues and solutions with a self-motivation to accept and complete tasks
  • Highly organized individual with the ability to effectively balance a high volume of tasks of varying degrees of complexity, urgencies, and topics
  • Expert proficiency with Google Suite and Microsoft Office
  • Ability to thrive in an intense, do-it-yourself, start-up environment that has a fast pace and continuous change with ease and comfort
  • Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround; and ability to switch gears at a moment’s notice
  • Ability to complete a high volume of tasks and projects with little or no guidance on time management and work organization
  • Able to maintain a high level of integrity and discretion in handling confidential information
Responsibilities
  • Understand and operate within existing change management requirements, often in varying time constraints and levels of details.
  • Demonstrate the ability to execute the translation of high-level conceptual information and ideas to written material that is thorough and thoughtful for the intended audience
  • Operate within and actively contribute to a growing and structuring program with a senior mentality towards resolutions, improvements, and increasing structure to the program appropriately over time.
  • Serve as a subject matter expert on operational procedure and processes, advising leadership through sound decision-making on process optimization or areas of risk.
  • Serve as a senior individual contributor on the operations policy and procedure team, leading by example, displaying a high level of ownership, and mentoring others.
  • Interact and proactively communicate with varying levels of department and operations leadership to ascertain areas of need or improvement in the program

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and support long-term financial health through accessible credit options.

Company Stage

Series E

Total Funding

$357.2M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

20%

1 year growth

27%

2 year growth

51%
Simplify Jobs

Simplify's Take

What believers are saying

  • Upgrade's rapid growth and expansion into new markets, such as auto loans and home improvement financing, indicate strong business momentum and opportunities for career advancement.
  • The launch of the Secured OneCard opens up new customer segments, providing a pathway for individuals with little or no credit history to build their credit responsibly.
  • The company's significant investment in new office space in Irvine, California, reflects its commitment to scaling operations and expanding its workforce.

What critics are saying

  • The crowded fintech market means Upgrade must continuously innovate to maintain its competitive edge and customer base.
  • Expansion into new product lines, such as auto loans, carries the risk of operational challenges and potential regulatory scrutiny.

What makes Upgrade unique

  • Upgrade offers a unique combination of personal loans, credit cards, and rewards checking accounts, providing a comprehensive suite of financial products that cater to various consumer needs.
  • Their focus on affordability and flexibility, such as no prepayment penalties on loans and competitive cash back rewards, sets them apart from traditional financial institutions.
  • The partnership with FairPlay to incorporate Fairness-as-a-Service solutions enhances their commitment to fair lending practices, distinguishing them in the fintech space.
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