We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

The School and Sales Support Analyst will be responsible for maintaining the Standard Operating Procedures (SOPs) performed by the In-School Campus Relationship Team (CRT), reporting for the In-School Campus Relationship Team, trend and root cause analysis, supporting the In-School Sales Team through the drafting of Request for Proposals (RFPs), maintaining the RFP library, updating third-party marketing sites and performing competitive research as well as executing the controls tied to the SOPs. As an extension of the sales team, you’ll be providing direct support to our schools through your work with both the Sales and Campus Relationship Teams.

What you’ll do:

Maintain and update Campus Relationship Team SOPs as required to align with changes in processes
Perform daily reporting to inform and share insights with management team regarding the performance of the program utilizing Tableau, Salesforce, and Genesys
Share insights with In-School Loan management regarding the root causes of school inquiries, concerns and complaints, trend identification, advocating on our schools’ behalf to improve our products, operations and policies
Execute controls on a scheduled basis ensuring evidence is maintained and trackable
Laser-focus on detail, ensuring the correct information is always provided to schools, the team, and in RFPs
Deliver timely, accurate and actionable information to SoFi Teams as appropriate
Improve upon and refine sales and customer service knowledge and techniques through ongoing training
Maintain RFP library in Google Sheets or other tool(s) as necessary
Attend weekly sales meetings to ensure alignment with product changes for both CRT and RFPs
Participate in recording of team meeting minutes and follow up from weekly sales meetings
Draft RFPs for Sales Team and manage workflow and reporting for RFPs in flight
Maintain changes to third-party marketing sites including pricing and program differentiation
Perform competitive research and analysis and share results with management
Maintain slide library for frequently used slides
Support Sales Support/Administration team members as required

What you’ll need:

Minimum of 3+ years of experience within the consumer lending or higher education finance industry
Knowledge of the financial aid process, FAFSA and other key terminology required to service school customers
Demonstrated aptitude for understanding, building, and maintaining process and executing on controls
Strong verbal and written communication skills
Ability to build positive working relationships with SoFi team members
Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively
Resourceful by nature, able to exhibit strong critical thinking skills and the ability to apply them
Ability to meet critical deadlines in a dynamic, rapidly changing environment
Self-motivated, resourceful, productive on teams as well as independent work
Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills
Bachelors degree required

Nice to have:

Advanced computer skills with solid proficiency in Google Office Suite
Working knowledge with Tableau, Salesforce, and Genesys

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Portfolio Jobs

Sales and Support Operations Analyst

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

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