Technology Engagement Specialist - Corporate - Scottsdale, AZ at Homeowners Financial Group

Scottsdale, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Training, Business Technology, Platform Success, Communication Skills, Customer Service, Organization Skills, Time Management, Microsoft Office, CRM, Digital Marketing, Sales Enablement, Relationship Management, Data Analysis, Platform Adoption, User Engagement, Education

Industry

Financial Services

Description

Description Work for an Award Winning Company Culture! Are you an independent, self-starting, team player with a positive attitude? Are you passionate about giving back to your community? Do you want to work for a company that we like to think as the “happiest place in mortgage” and has been voted a “Best Place to Work” for the last 17 years? Join our family at Homeowners Financial Group and you can take advantage of our great benefits. Benefits: Award-Winning Company Culture Employee volunteer opportunities 10 paid holidays Generous paid time off policy United Healthcare Benefits including medical, Delta Dental Benefits including dental and vision, life, and disability Ancillary Benefits include: Mutual of Omaha , MetLaw Legal Plan, Pet Benefit Solutions 401k with discretionary match Employee tenure program President's Club eligibility for both Sales and Operations staff Who We Are: Homeowners Financial Group has over 300 employees in 41 offices across the country and has helped tens of thousands of homeowners realize home ownership. We are not your typical mortgage company: we foster a “family” environment, we give back to the community through dozens of charities and we love what we do! Who We Want: We want a Technology Engagement Specialist that partners closely with internal teams and external vendors to deliver hands-on support, training, and analysis that help maximize the company’s return on its technology investments. This position plays a critical function in driving platform adoption, user engagement, and ongoing education around the tools and systems that power our business operations. Now accepting applications for candidates located in AZ, CA, KS, PA, OR, MN, FL, NM, TX, ME, CO, GA, SC, NY, NC, AL, AK, MO, and NV! Essential Duties: For candidates located in the Phoenix-Metro area, this will be a hybrid role with 2 required in-office workdays at our Corporate branch located in Scottsdale Supports the day-to-day management of company business technology platforms across marketing, sales, operations, and client engagement Tracks platform usage and compile weekly and monthly reporting to measure adoption, surface insights, and recommend areas for improvement Maintains working knowledge of current and emerging features, capabilities, and industry trends to keep employees up to date Conducts platform needs assessments at the regional, branch, and individual levels to tailor support and improve engagement Facilitates one-on-one, small group, and large-scale training sessions in both virtual and live settings to promote confidence and efficiency in using business technology Drafts and delivers proactive communications and platform updates to drive usage, highlights new features, and shares success stories Assists the Director in maintaining regular cadence with external technology vendors, participating in relationship management, product roadmap updates, and performance reviews Captures and communicates internal feedback to partners and help align platform improvements with business needs Contributes to the ongoing evaluation of platform effectiveness using internal engagement data, employee feedback, and business outcomes Supports the Director in formulating platform recommendations, adoption strategies, and implementation improvements that align with company goals Participates in the planning and execution of recurring company-wide and department-specific technology training events Collaborates with internal training and communications teams to deliver a consistent, coordinated employee learning experience Attends occasional in-person meetings or conference attendance with partners and stakeholders Travels occasionally to branch offices and for live training events Participates in Homeowners internal meetings and required trainings Maintains a professional image and demonstrates an understanding of and follows all Homeowners Policies and Procedures Other duties as assigned Requirements Qualifications: Bachelor’s degree in business, Communications, Education, or related field or equivalent experience required High School Diploma or equivalent required 3+ years in a training, L&D, business technology, or platform success role Prior experience in mortgage, real estate, or financial services industries strongly preferred Excellent written and verbal communication and presentation skills, with a proven ability to translate complex technology into everyday language for users Proficient with Microsoft Office tools and quick to learn and demonstrate new platforms and systems Experience working with CRMs, LOS/POS systems, digital marketing tools, or sales enablement platforms is a plus Strong customer service skills to internal and external customers Ability to develop positive relationships Exceptional organization and time management skills Ability to manage multiple tasks and deadlines in a fast-paced environment Must be able to implement written procedures Independent, self-starting, team player with a positive attitude Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job may require handling objects up to 10 pounds frequently and 20 pounds occasionally. While performing the duties described herein, the employee is regularly required to sit; use hands and fingers to handle or feel in addition to talking and hearing. The employee is frequently required to stand and walk. The noise level in the work environment is usually moderate. Office environment is normally climate-controlled. Homeowners Financial Group is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need.

Responsibilities

The Technology Engagement Specialist will support the management of company business technology platforms and drive platform adoption and user engagement. This role includes conducting training sessions, tracking platform usage, and collaborating with internal teams and external vendors.