Location: San Francisco

Employment Type: Full-Time

Team: Investor

Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times). In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit. Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received awards for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 900 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.

We're looking for an enthusiastic and driven Analyst to join our fast growing Financial Institutions Group in San Francisco to support the growth of our bank and credit union partnerships.

You'll be responsible for developing a best-in-class investor experience and supporting pre-close deal diligence & onboarding functions. You will assist with a variety of activities related to the daily operations of the sales team from first contact to signed contracts.

Along the way, you'll collaborate closely with various in-house talents across our Business, Operations, and Technology teams in managing B2B marketing, CRM, and key partner relationships. The ideal candidate will need to be an independent, high-achieving individual, able to stand out in an entrepreneurial environment and own complex processes with minimal oversight.

Responsibilities:

• Assist with a variety of activities related to the daily operations of the sales team including financial and operational diligence, CRM / Salesforce, lead acquisition, and relationship management
• Manage the on-boarding of new investors including diligence and technical implementation
• Provide inputs for proposals and large and complex RFP and RFI responses
• Maintain and expand internal sales knowledge base and documentation of key processes
• Spearhead content creation for outbound marketing efforts
• Manage partner due diligence efforts and sales team support
• Enable more personal and compelling selling experience

Skills:

• 3+ years of experience in investment banking, B2B sales, or FinTech
• Highly organized, detail-oriented and a strong client service orientation
• Experience with Excel, Powerpoint, Salesforce, Pardot, Jira / Confluence preferred
• Superior written and verbal communication skills, comfortable interacting with clients
• Flexibility to prioritize, balance and respond to competing needs within a growing organization
• Experience operating in a fast-paced environment and comfortable prioritizing critical issues
• Good judgment and excellent interpersonal skills

Benefits/Perks

- Competitive salary and stock option plan

- 100% paid coverage of medical, dental and vision insurance

- 401K match

- Unlimited vacation

- Hybrid workplace

- Learning stipend for personal growth and development

- Paid parental leave

- Health & wellness initiatives

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We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

California Employee Privacy Notice

Effective Date: 1/1/2020

Notice to Applicants for Employment, Employees, and Contractors:

This California Employee Privacy Notice is intended to provide California consumers who are employed or apply for employment or a contractor position with Upgrade information about the categories of personal information Upgrade collects and how the company uses this information. For any questions about this notice, please contact ccpa@upgrade.com.

Personal Information Upgrade Collects:

_Identifying information: including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Information you provide as a part of a job application or from a background check performed after a job offered is extended, including employment, education, credit, and criminal history. Data on work productivity and performance, including hours worked, electronic network activity, and tasks performed. _

Purposes for Collecting Personal Information:

_To consider applications for employment. To complete payments, including payroll, expense reimbursement, other compensation-related payments, and the administration of stock options. To administer benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations. _