Coordinate development, implementation, and post-launch support of consumer lending products, ensuring alignment with policies and controls.
Monitor loan production and operational performance, identify trends, and support process improvements and remediation activities.
Manage onboarding, training, and ongoing support for third-party origination partners and internal stakeholders.
The company is a financial services organization specializing in consumer lending, including first-lien home equity lines of credit. It fosters a collaborative, detail-oriented culture focused on compliance, continuous improvement, and cross-functional teamwork.
Own HubSpot administration, CRM architecture, and configuration across revenue teams.
Build and maintain workflows, automations, and integrations to streamline operations.
Develop dashboards and reporting for pipeline, customer lifecycle, and revenue performance.
This role is with a growing SaaS company in the health and wellness industry, currently using HubSpot and aiming to develop a more structured Revenue Operations system. The company is scaling and values structured processes and reliable systems.
Run end-to-end onboarding, renewal, and integration workflows for certified vendors, tracking milestones and escalating issues.
Support vendor billing, fee reconciliation, and performance reporting while partnering with Finance and BizOps.
Serve as day-to-day vendor contact, maintain documentation, and drive process improvements across teams.
Applied Systems is an insurance technology company that builds cloud software and AI-powered solutions for agencies and brokers worldwide. With over 40 years of experience, the company fosters a people-first culture built on trust, inclusion, and growth.