Program Management Support Analyst

About This Role

This role is a critical link between the sales and operations teams, focusing on the seamless onboarding and integration of new sources into the CRM system and operational workflows, and ensuring programs are effectively supported throughout their lifecycle.

Responsibilities

• Collaborate with the sales team to onboard new sources into the Salesforce platform, ensuring accurate and complete data entry
• Gather and organize relevant information for presentation at Program Management Meetings
• Coordinate with various departments to align on source requirements and expectations
• Create and provide continuous training for the source onboarding process
• Guide new sources through the operations and credit review processes until approval
• Serve as the primary liaison between sales and operations to streamline onboarding processes
• Identify and communicate operational differences to ensure seamless integration across teams
• Facilitate the integration of systems, such as eOriginal, with new sources for operational alignment
• Support source-driven special reporting needs by gathering, analyzing, and presenting data to stakeholders
• Ensure smooth handoffs to documentation, funding, customer service, and collections teams post-approval of all sources

Requirements

• High energy and adaptability
• Strong organizational and project management skills
• Excellent communication and interpersonal abilities for cross-departmental collaboration
• Analytical mindset with the ability to gather, interpret, and present data effectively
• Experience in operational workflows, process improvement, and program management

Qualifications

• 2-5 years equipment finance or lending experience preferred

Nice to Have

• 2-5 years equipment finance or lending experience
• Proficiency in Salesforce or similar CRM platforms

Skills

* Required skills