Sales Administrator, Upgrade
$75-85k
+ Stock option plan
Offering responsible credit to mainstream consumers
Be an early applicant
Offering responsible credit to mainstream consumers
1001+ employees
Be an early applicant
$75-85k
+ Stock option plan
1001+ employees
Company mission
To help our customers move in the right direction with responsible financial products that put more money in their pocket.
Role
Who you are
- 2+ years of experience in sales support, operations, or administration (experience in auto finance is a plus)
- Familiarity with CRM software, such as Salesforce
- Proficient in Google and Microsoft Office Suite
- Strong organizational and multitasking abilities
- Excellent communication and interpersonal skills
- Attention to detail and accuracy in handling financial documentation
- Proactive problem-solving skills
- Ability to thrive in a fast-paced environment while meeting deadlines
- Strong customer service orientation and dealer relationship management skills
- Collaborative team player committed to achieving sales goals
What the job involves
- The Sales Administrator will provide operational and administrative support to the sales team in the auto finance division and at times the SVP of Auto
- The role ensures smooth coordination between sales representatives, dealer customers, and internal departments, while managing sales data, reporting, and assisting in achieving revenue
- Maintain accurate sales records in CRM and other databases as part of sales operations support
- Track and report on all sales performance metrics
- Assist with cross-functional collaboration and follow-ups
- Track and assist in sales team commissions
- Liaison with marketing partners to align sales efforts with promotional activities
- Manage our annual Independent Dealer Audits
- Prepare and edit correspondence, presentations, and reports as part of administrative support
- Prepare agendas, take meeting notes, and follow up on action items
- Schedule and coordinate sales meetings and training sessions
- Create Google Slide presentations and training decks
- Support the VP of Sales in executing strategic initiatives and special projects while providing research assistance as part of sales enablement
- Assist with the preparation of presentations, proposals, and promotional materials
- Assist in event planning, including sales conferences, dealer events, contests, and business functions
Our take
Most credit cards don't encourage the owner to pay down their debt. The longer it takes to pay off the balance, the more money lenders are set to make. Upgrade is an online lender and card issuer doing things differently. The company offers personal loans and credit cards but with a fixed instalment structure and a set number of equal payments. This ensures the balance reduces every month.
The company believes this model reduces default rates, as borrowers are forced to pay down rather than maintain their debt, and it encourages a greater commitment to repay the balance. Further, by combining the ease of a Visa card with the fixed payments and decreased rates of a personal loan, Upgrade sets itself apart from competitors.
In 2021, Upgrade launched its mobile banking and debit card as a strategy to onboard new customers and increase loyalty. The fixed-rate nature of the company's cards is expected to be of use to customers in future years in an environment of rising rates. Upgrade also plans to expand beyond the U.S. in the future, which will represent new challenges for the business as it adapts to alternative regulations.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
18% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Nov 2021
$280m
SERIES F
Aug 2021
$105m
SERIES E
Total funding: $547m
Company benefits
- Stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
Company values
- Help: We help each other. We trust and care about each other. We welcome all team members and value the diversity of our team
- Improve: We are always learning. We are curious and ask why. We are open-minded and consider new ideas. We continually look to improve the way we operate
- Fast: We move fast. We launch products and process early, then test and iterate. We think ahead so that we are not rushing into things we are not prepared for. We work together to fix anything that breaks
- Own It: We act as owners. We enlist the help we need and follow through to the end. We acknowledge our mistakes and learn from them. We hold ourselves accountable as a team to reach our goals
Company HQ
Financial District, San Francisco, CA
Articles
Leadership
Renaud Laplanche
(Co-Founder & CEO)After an MBA at London Business School, Renaud spent 5 years as an Associate at Clearly Gottlieb Steen & Hamilton and co-founded MatchPoint. They then left Oracle after a year to co-found Lending Club in 2006 and co-founded Upgrade in August 2016.
Adelina Grozdanova
(Co-Founder & Head of Investor Group)Adelina started their career with 6 years at Morgan Stanley after a degree at Princeton. They left banking in 2012 to join Lending Club as VP, and after 3 years co-founded Upgrade, serving as Head of Investor Group since 2016.
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