Lead Program Manager


Costa Mesa, CA

What you'll be doing

Ensure program performance & sales goals are met. Ensure program is compliant following UDAAP and fair lending requirements and bank lending operating procedures. Develop, manage & execute a metric driven touch strategy focusing on organic growth in portfolio that meets sales and profitability targets. Pro-actively work with IVP or IMM or CSM to maximize opportunities within the portfolio, developing deep relationships with client management and store or field teams. Conduct face to face sales and program review meetings with the client. Partner with marketing to drive usage campaigns with client store locations leveraging indexing methodology to identify opportunities for growth. Partner with call center teams to drive usage campaigns. Leverage other channels including but not limited to phone, fax, webinars, email, & newsletters. Maintain market or competitive awareness. Drive contract renewal strategy and negotiations with client. Assist senior sales leaders in gathering and preparing information needed to develop and communicate key strategic business plans (growth playbook, industry reviews, etc.). Develop annual operating, sales, and profitability plans. Promote and lead in-person and webinar based training for store and telesales personnel. Serve as internal champion for external client needs. Interface cross-functionally with other departments such as marketing, IT, operations, risk, & training to support business objectives. Partner with team to ensure all manager meetings and client touch activities are planned, scheduled, and well executed. Act as sales lead for new client implementation pertaining to program development and future enhancements within assigned portfolio. Help maintain competitive information and optimize how company differentiates vs. the competition. Act as key business partner to ensure client performance goals are met including sales and compliance. Manage client internal or external reporting and communications. Coordinate program enhancements. Conduct portfolio profitability analysis. Serve as contact for escalated operational or service problems and resolution.

What your background should be

Required Schooling / Training

Bachelor degree with major in business, finance, marketing, or related field

Who is the client company

Concern about financial services.
If you are interested in this position, send your resume to apply@kochdavis.com