Manage a territory of partner locations towards monthly, quarterly and annual KPIs for applications, loans, training and regulatory compliance.Hold monthly and quarterly business reviews with partner's leadership to communicate progress towards your mutual KPIs and to highlight areas for improvement.Work closely with internal compliance partners to provide in-person compliance oversight of partner materials, sales practices and training remediation. Work with the partner to ensure they are receiving all required training and coach them where needed.Partner with Oportun’s and partner’s marketing teams to execute on in-store marketing and promotional campaigns.Coordinate with Oportun’s Partner Trainers to deliver a world class training experience for your partner’s employees. Conduct store visits and leading in-person and remote classroom trainings.Be an ambassador for Oportun, modeling our core values, and service delivery standards.

-Managing and developing partners accounts to initiate and maintain favorable relationship with salesassociates and supervisors.- Training, coaching, and motivating the partner’s associates through compelling presentations anddifferent incentive programs.- Visiting retail partner stores regularly throughout Los Angeles area- During store visits, interacting with customers to promote our products- Troubleshooting and addressing questions regarding our products- Analyzing reports, creating action plans and strategies to increase sales volume- Launching new products and technology platforms to increase productivity and sale associatesexperience with the loan application process.- Being the primary point of contact and building long-term relationships between partners, salesassociates and the company.- Helping partner sales associates and supervisors through email, phone, online presentations, screen-share and in person meetings to increase sales volume.- Launching, on boarding and training new partner locations and sales associates.

-Managing and developing partners accounts to initiate and maintain favorable relationship with salesassociates and supervisors.- Training, coaching, and motivating the partner’s associates through compelling presentations anddifferent incentive programs.- Visiting retail partner stores regularly throughout Los Angeles area- During store visits, interacting with customers to promote our products- Troubleshooting and addressing questions regarding our products- Analyzing reports, creating action plans and strategies to increase sales volume- Launching new products and technology platforms to increase productivity and sale associatesexperience with the loan application process.- Being the primary point of contact and building long-term relationships between partners, salesassociates and the company.- Helping partner sales associates and supervisors through email, phone, online presentations, screen-share and in person meetings to increase sales volume.- Launching, on boarding and training new partner locations and sales associates.

- Visiting agencies to create market intelligence data system. - Elaborating SWAT and competence analysis reports to help salesforce improving relationship, branding and negotiation with agents.- Keeping strong relationship with salesforce to achieve sales and service quality goals.- - Supporting agents about any customer service, technical support, loyalty program, marketing, POS, promotional material, compliance, etc. matter.- Conducting Customer service surveys to agents and final customers. - Researching and participate in local events for Company Branding and promotion.- Supporting Sales Team in any event or activity that increases company revenue.- Proposing strategies to improve the service, promotion and Branding of the Company.- Creating a data base for new leads and referrals to generate new customers for current money transfer service agents. - Promoting and bringing new customers to current agents.- Launching new agents and providing training for POS, product, promotion and how to increase customer data base for money transfers

o Promote the company services and product in the surrounding areas and social media to increase sales and expand client data base. o Develop sales plans. o Represent the company at events and trade shows. o Research and participate in local events for Company Branding and promotion, like food festivals, corporate or private events. o Prospect, contact, develop and present business proposals for the corporate segment for catering and events.o Planning and execution of signage, advertising, promotion, social media, visual merchandising.o Customer service on site and events: barista, cashier.o Public relations: contact local media and food shows to increase Brand awareness and sales.

• Responsible for achieving revenue, profitability and productivity goals of Global, Regional and local accounts. • Prepare annual strategic plan for Corporate market development using available marketing and sales data to analyze assigned territory. Through ongoing monitoring and use of NCR to evaluate current accounts, develop recommendations for rapid reaction to changes in the market's economy and trends. • Accountable for analysis and participation of Request for Proposals (RFP) launched by global corporations. Successfully implementing their travel program as determined with the client contact in a timely fashion maintaining in-depth understanding of client’s needs. • Identify new revenue sources. Analyze potential of identified revenue sources using NCR, PRISM, PAX IS, MIDAS and secondary data sources. Develop incentive plans for prospective accounts. Negotiate and close contracts and incentive agreements with prospective accounts. • Develop market share and revenue goals for the Corporate market by point of sale and route. Establish productivity goals for use of commission budget, promotion budget. Establish goal agreement with Regional Sales Director WEST Coast & Corporate for achievement of revenue and productivity goals. • Monitor schedule and product competitiveness. Initiate request for schedule and pricing changes in coordination with Regional Analyst. • Analyze market potential for new routes. Initiate request for implementation of new routes and schedules in coordination with Regional Analyst. • Represent company in relevant organizations, institutions and industry events. Interacting on a regular basis with clients’ travel managers, executive directors, and senior managers of the following divisions: strategic sourcing, procurement, financial, and various other executives. • Develop marketing communications plan and budget; implement plan in coordination with Marketing Department.

o Assist Marketing Manager in any activity to support sales. o Design and promote product campaigns.o Participate in product Sales strategies.o Customer service for Latin market. o Data and order entry. o Development of monthly sales plans and meeting with distributors. o Coordinate Events for the Latin and Japanese market, such as new campaign or product launching and Distributor Sales Awards.

 o Face to Face Customer Service: assist clients’ inquiries: technical, billing, features, promotions, prepaid and monthly programs, additional services, sales, etc.o Reach individual and team sales goals o Customer retention for monthly programs: manage clients’ objections and persuade them to keep and renew their addendums. o Manage quality and continuous improvement programs.o Visual merchandising, promotion and branding, on site and at different event locations.o Organize sales events and manage advertising campaigns, deal with media, etc. o Job Location: Irapuato, Guanajuato, Mexico.