Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: As a Platform Operations Analyst, you will act as a key bridge between business stakeholders and technical teams. You are responsible for defining, developing, and implementing processes and tools—specifically within Salesforce that simplify associate workflows and improve the experience for our stakeholders. This role sits within the Operations Infrastructure team, part of Global Operations Strategy and Transformation, focusing on aligning people, processes, and tools with company priorities. What You Will Be Doing ● Business Analysis & Solutioning: Partner with internal stakeholders to understand operational needs, document current-state workflows, and develop end-to-end future-state designs. ● Salesforce Administration & Development: Perform day-to-day Salesforce administration, including user management, permission sets, and data integrity audits.Design and develop Salesforce solutions using Flow Builder and other declarative tools to automate business processes. Maintain and update custom objects, fields, and page layouts to support evolving business requirements. ● Requirement Engineering: Define clear requirements, user stories, and acceptance criteria for new system features and tools. ● Implementation Support: Partner to build and deploy tools, ensuring technical solutions meet the defined business needs. ● Testing & Demos: Organize and coordinate comprehensive end-to-end test cases for User Acceptance Testing (UAT) and conduct user demos. ● Change Management: Support the implementation and go-live of new features by helping establish training, documentation, and communication plans. ● Continuous Improvement: Solicit user feedback to iterate on existing tools and define standard metrics to measure the outcome of implementations. What You’ll Need ● Education: Bachelor’s Degree in a business or technical field. ● Experience: 5+ years of experience as a Salesforce Administrator/Business Analyst ● Technical Proficiency: Salesforce, proven experience with Salesforce administration and declarative development (Flows, Process Builder, etc.). Salesforce Certification (Admin or App Builder) is strongly preferred. ● Communication: Strong verbal and written communication skills with the ability to distill complex concepts for different audiences. ● Problem Solving: Ability to structure ambiguous problems and independently determine methods to execute solutions with limited assistance. ● Ability: to handle multiple tasks simultaneously while remaining self-directed and comfortable with shifting priorities. ● Collaboration: Nurture positive working relationships within established networks and work effectively in a team-based environment. Preferred Qualifications ● Financial or payment industry experience. ● Experience working in an Agile environment. ● Lean Six Sigma experience or familiarity with process improvement methodologies. ● Excellent proficiency in Google Suite and MS Office. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Description Organization Description As the largest and oldest mentoring agency in the region, Big Brothers Big Sisters Twin Cities (BBBS) has a strong foundation that supports life-changing mentoring relationships between caring adult volunteers (“Bigs”) and young people (“Littles”). By partnering with young people, parents/guardians, and volunteer mentors, BBBS defends and amplifies the potential of youth through impactful relationships, educational support, and increased confidence and social-emotional skills. Our mission is to create and support mentoring relationships that ignite the power and promise of youth. BBBS accomplishes its mission by: - Providing deep and intentional partnerships with our youth - Building and sustaining deep relationships with our mentors - Building a strong organizational foundation - Creating a workplace culture that represents who we serve - Transforming our community to understand the importance of our youth Position Title: Volunteer Intake Coordinator Salary Range: $20.50 - $22.50/hour Supervisor: Assistant Manager of Family Enrollment Department: Enrollment & Matching Job Type: Varied Part Time, Non-Exempt Location: Remote, Minnesota Hours: 10-20 hours per week, daytime and evening. Flexible to your schedule and volunteer schedules Closing Date: Open until filled Primary Function of the Position The primary purpose of this position is to interview and assess potential youth and families for eligibility into the Community-Based program, ensuring that our standards for documentation, data management, and child safety are upheld. BBBSTC is seeking candidates who have evening and weekend hours with flexibility to work and schedule interviews on their own time. Preference will be given to candidates from the Twin Cities who are also available to meet youth and families in person for interviews. Essential Job Functions Interview and assess diverse volunteers for eligibility for the program - Schedule and conduct in-depth, virtual interviews. Some in-person preferred for local candidates. - Provide a program orientation and overview, including family and youth expectations, the enrollment process, and next steps - Co-Lead Parent/Guardian Orientation sessions to provide families with essential information about programs, policies, expectations, and available resources, fostering strong family engagement and collaboration. - Champion coaching conversations that uphold our values of belonging, opportunity, continuous learning, and cultural awareness. - Ensure a high level of proficiency in applying child safety and risk management throughout all aspects of job duties, including acting as a mandated reporter - Gather and review collateral information, as needed. This includes speaking with teachers, therapists, and social workers, and administering surveys to assess youth outcomes and meet grant requirements - Write detailed and comprehensive assessments based on participant interviews, including objective observations and recommendations for the right match and additional support needed - Complete all necessary database entries according to agency standards, with adherence to confidentiality - Connect participants with other community resources and referrals, as appropriate - Ongoing check-in’s with supervisor for case consultations and caseload review BBBS Mission Alignment - Maintain knowledge of community needs, resources, and networks - Communicate professionally with internal and external constituents - Work collaboratively to achieve results as specified in the strategic plan - Promote teamwork by overseeing and participating in various teams, including work groups and interdepartmental meetings - Positively represent BBBS in the larger community - Assist in agency-wide events and initiatives including recruitment, fundraising, event management, and community outreach. - Honor and respect the diversity of lived experiences, fostering an inclusive and equitable environment within the organization. - Contribute to the overall success of the agency in order to achieve the BBBS mission - Handle data from youth, families, mentors, or other constituents with care, ensuring secure and private maintenance. Requirements Qualifications Education and Experience - Bachelor’s degree in social services or related field. Or meet one of the following qualifications: - Within 6 months of completing bachelor’s degree - AA degree and 2 years relevant work experience - No degree, 4 years of relevant work experience Knowledge, Skills and Abilities $20.50 - $22.50/hou - Solid understanding of youth development principles and family dynamics - Proven ability to handle confidential and sensitive information with discretion - Skilled in conducting interviews and writing clear, comprehensive assessments - Familiarity with mandated reporting requirements and best practices - Provides warm, responsive support to all participants, maintaining professionalism and empathy throughout the enrollment process - Strong judgment and decision-making abilities; adept at problem-solving - Effective at managing appointments and documentation with a focus on long-term goals and impact - Approaches work with cultural humility and an equity lens; aware of systemic barriers affecting youth and families - Goal-oriented with a commitment to quality, accountability, and measurable results - Proficient in Salesforce or similar CRM platforms; recognizes the value of accurate data in driving positive outcomes Physical Requirements This role must be able to remain in a stationary position for the majority of the time. Benefits We care deeply about our employees and know holistic support is essential for our staff to carry out the BBBS mission. We recognize the need for flexible scheduling and remote work. Employees are able to work with their supervisors to identify a schedule that works best for both them and the agency. We offer on the job training and $25/month cell phone reimbursement. How to Apply Qualified candidates can apply online via this link: BBBS Careers. Include a cover letter and resume. Our hiring process includes phone screens and in-person interviews, reference and background checks for final candidates. All staff are required to be fingerprinted through the Bureau of Criminal Apprehension (BCA) within the first week of employment. Persons of color, women, members of the LGBTQ community, veterans, and individuals with disabilities are strongly encouraged to apply. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please direct your inquiries to the Human Resources team at careers@bigstwincities.org. At this time, we are unable to provide company sponsored visas and are only considering candidates who are eligible to work in the United States. The above statements are not intended to encompass all functions and qualifications of the position. Rather, they are intended to provide a general framework of the requirements of the position. Employees may be required to perform other functions not specifically addressed in this job description.

• You own the hardest cases. The ones AI can't solve, the ones where a client's trust hangs on what happens next. Across brokerage, life insurance, crypto, and wealth management — you investigate, resolve, and close the loop. • You make the system learn. Every edge case you solve becomes a procedure. Every procedure becomes an AI resolution path. Every resolution path means one fewer case that needs a human. Your job gets harder over time — because the easy stuff keeps disappearing. • You shift from reactive to proactive. Today's entry point is "client writes, we respond." Tomorrow's is "system detects a signal, triggers a workflow, contacts the client before they even notice the problem." You help build that future — not in theory, but in your daily work. • You set the bar for how Finary feels. When a client reaches a human, the stakes are already high — their money, their trust, their patience. You own the quality of that moment. Not just solving the problem, but how the client feels when it's solved. • You're the bridge to Product & Engineering. When you see the same root cause twice, you don't just write a playbook — you surface it as a product fix. You're the voice of the client in technical decisions, and you make sure systemic issues get fixed at the source, not patched in support.

• Run the shift — own coverage, workload distribution, and service quality from start to handover. • Act as the first escalation point for complex or high-impact incidents, and make sure analysts have the support they need to resolve them. • Ensure every handover is complete and accurate, so the next shift can pick up without losing a beat. • Monitor shift-level performance and communicate issues, trends, and risks to IT Operations management. • Keep the operational environment stable — identify blockers, manage risk, and escalate personnel or performance concerns when needed.