SoFi jobs in Salt Lake City, UT

The role Business Operations drives strategic planning, business critical insights, and cross-functional execution. We're seeking a Business Operations Manager to support the Operations Functional Team (Servicing Transformation, Fraud Etc) . You will report to the Head of Business Operations for Global Operations and will be a trusted partner for the leadership team focusing on high-impact strategic projects, data analysis, and driving efficient processes. Business Operations works with many teams within SoFi. The ideal candidate will be a dynamic thinker who can work cross-functionally to solve complex challenges with uncertain inputs and outputs. A typical week will likely be split in two main buckets: 1) support strategic planning including regular weekly / monthly / quarterly performance tracking and reporting in support of the Functions and 2) special projects which require strategy, analysis, financial modeling, problem-solving, cross-functional project management, and more. What you'll do: Assist in annual/quarterly planning and collaborate with leaders to set business priorities and goals Define OKRs and critical KPIs for Operations manage business performance with OKR tracking, and report progress of OKRs to the business Own the creation, iteration, and ongoing optimization of recurring business forums Drive process optimization and standardization by identifying and improving operating inefficiencies, and contributing to the Business Operations team collaboration to drive operational consistencies Support the Operations Leader in risk management initiatives (establish operating framework, setting agenda, facilitating conversations, working with business lead and business control partners to escalate roadblocks) Drive ad-hoc activities as requested by Functional Leader or Operations Leader Collaborate with Data Science team to produce data driven insights and recommendations Run after projects such as business cases, competitive analysis, industry trends, cross-functional initiatives and alignment with stakeholders Support CEO initiatives What you'll need: 5+ years of work experience in a top-tier consulting firm, consumer financial services or high growth business in an analytical capacity Familiarity with financial services and/or Operations functions with similar companies in private and/or public sector Hands on operational capabilities with advanced proficiency in Google suite, MS Office apps, etc. Strong data analytics and organizational skills A clear communicator with excellent verbal and written communication skills Inquisitive nature, attention to detail, diligence and a good attitude Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively Comfort working in a high growth, constantly changing environment Nice to have: Operations experience Experience working with Senior Leadership Team and understanding demands of a Member Facing Shop Ability to act like an owner, chase after problems and drive results for the business

The Role: As a Dispute Investigation Associate, you will be responsible for assisting SoFi Members in adjudicating disputes they believe to be in error. Dispute Investigation Associates review account details, including all relevant transactions, credits, and debits to the accounts, recent history of logins, updates to PII, and disputed merchant history, to accurately resolve the dispute. You will use your knowledge of US banking regulations and operating procedures and your experience to analyze the information provided by the Member, including all account and transaction information available. Using all relevant information, you will determine the facts around the dispute, removing all possible biases and making an accurate dispute decision. What You'll Do: Research, investigate, and resolve debit, credit, ACH, and check disputes (both authorized and unauthorized) to ensure they stay within regulatory requirements with consistent contact with SoFi or other partners as directed Analyzes disputed transactions, spending patterns, account access, and relevant member data to make decisions on claims of fraud or errors in adherence to all banking regulations using provided guidance. Articulate investigation process, mentor other team members on low to medium-complexity disputes, and make rapid decisions on complex dispute issues. Navigate multiple systems to accurately research each dispute thoroughly. Other duties as assigned and articulated in provided SOPs. What You'll Need: 2+ years of dispute resolution investigative processes and procedures experience at a financial institution Proficient knowledge of federal laws, rules, and regulations, including TILA/REG Z, Reg E, UDAAP Extensive knowledge of SoFi's internal processes and products Extensive knowledge of US and SoFi internal banking process Proficient knowledge of dispute categorizations and ability to identify missing or needed information to adjudicate disputes Experience using tools such as Google Sheets/Excel, Docs/Word, and Slides/PowerPoint Excellent interpersonal, written, and verbal skills to communicate effectively with SoFi members and members of SoFi's leadership team Ability to speak and write with empathy under challenging situations and de-escalate to assist members properly Self-motivated and able to work independently, applying analytical skills required to manage tasks Must be detail-oriented and able to work in a fast-paced environment while multi-tasking to manage competing priorities with critical deadlines. Critical thinking and data-based decision-making in a fast-paced environment with an emphasis on accuracy and speed to resolutions.

About the Role At SoFi, we're on a mission to help our members achieve financial independence and reach their goals - from owning a home to paying off debt to investing for the future. Our Operations team is at the heart of delivering a world-class member experience. We're looking for a Staff Data Analyst to join our Operations Performance Management team. In this role, you'll turn data into insights and insights into action. You'll help us understand what drives performance, where we can improve, and how we can continue to deliver seamless experiences to our members. This role will report to the leader of Ops Business Intelligence and will work closely with our VP of Operations. This is a highly visible role within SoFi's data science and Business Intelligence community and directly contributes towards key company goals and objectives. What You'll Do ● Build and maintain agent scorecards, dashboards, reports, and KPIs that measure operational performance and the member experience. ● Conduct variance analysis, root cause investigations, and deep-dive studies to identify opportunities for improvement. ● Partner with Operations leadership to analyze performance drivers and develop actionable recommendations that enhance efficiency and quality. ● Translate data findings into clear insights and stories that influence strategic decisions. ● Collaborate with Product, Engineering, Data Science, and other partners to ensure reliable data sources and scalable reporting infrastructure. ● Promote a data-driven culture across Operations by empowering teams with tools, training, and analytical best practices. What You'll Need ● Bachelor's degree in Data Science, Statistics, Analytics, Economics, Engineering, or a related field (Master's preferred). ● 5+ years of experience in data analytics, operations analytics, or business intelligence. ● Advanced SQL skills and experience with visualization tools such as Tableau, Looker, or Power BI. ● Proven ability to perform root cause and variance analysis in operational settings. ● Excellent communication skills - able to simplify complex data and influence non- technical audiences. ● Strong business acumen and a passion for improving member experiences through data. Nice to Have ● Experience in financial services, fintech, or contact center operations. ● Familiarity with Python, R, or other analytical tools. ● Knowledge of process improvement frameworks (Lean, Six Sigma, etc.)

The role: We are seeking a talented and self-motivated Fraud Prevention and Detection Specialist to join our SoFi Fraud Operations team. This individual will be responsible for all aspects of reviews as they relate to credit card account openings, fraud referrals, and the review of transactional activity in our checking/savings accounts, credit card, and investment products; inbound/outbound calls to confirm activity; advising and assisting Management in making and implementing strategic decisions and objectives; and driving business objectives. What you'll do: Conducts thorough reviews and inquiries on identified and suspicious Member accounts within the specified systems Completes inbound/outbound calls with members, fraudsters, business entities, or other financial institutions and takes appropriate action based on results Analyze and review potentially fraudulent activity, to ensure minimal loss to the organization and SoFi Members Coordinates cross-functional communication, to resolve fraud situations and provides recommendations to resolve fraud Assist in the development, maintenance, and implementation of SoFi and bank regulatory policies/procedures to detect and prevent fraudulent activity Interacts with SoFi members, as needed, who are reporting fraudulent activity Review Member accounts for potential fraudulent activity Compile information from multiple channels and determine which accounts need to be restricted and what departments need to be contacted Enter and maintain accurate case detail notes for all alerts received and report type of fraud on each occurrence Provide escalation and updates to the supervisor regarding alerts worked Respond promptly and exercise exceptional communication skills to optimize each contact with members, partners, and external vendors/banks Ensures compliance with departmental standards and processes to increase production and accommodate work volumes toward enhanced member satisfaction Foster a culture of accountability, collaboration, speed, innovation, excellence, and a fun work environment while continuously elevating the quality and caliber of our fiscal controls Handle any special projects as assigned by the fraud management team What you'll need: 1+ years experience in banking, financial services, and/or other related industries preferred Knowledge of personal loan product preferred Outstanding time management skills and interpersonal skills, and the ability to work with all levels within the organization in a collaborative manner Must be able to establish peer relationships and communicate effectively with multiple company disciplines, cross-functional, and external teams Ability to use Microsoft Office products. Excellent written and verbal communication skills Ability to apply sound judgment, effectively solve problems, and determine fraudulent activity consistently Detail-oriented and process-oriented approach Accepts responsibility, ownership, and accountability for work results Finds a high-volume, dynamic, and team-focused environment engaging Ability to organize and prioritize workload High school diploma or equivalent required Must have the availability to work flexible hours that will include weekends

**We are asking that candidates who apply to this role be currently located in the Salt Lake City, Utah area Who we are We're a next-generation fintech company on a mission to help our members achieve financial independence to realize their ambitions-whether that's buying a house, starting a family, or becoming debt free. We aim to be at the center of our members' financial lives, so they can get their money right. By joining SoFi, you'll help shape a brighter financial future for our 6+ million members-using innovative, mobile-first technology to transform an industry that hasn't changed in decades. With offices across the United States and abroad, we're one of the fastest growing companies in fintech-offering the agility of a start-up with the stability of seasoned management and dynamic, passionate employees. Join us to invest in yourself, your career, and the financial world. The role We are looking for a Senior Software Engineer to join the SoFi Borrow team who will help build a cutting-edge technology platform for the Loan Originations and Collections system which is at the heart of our lending products. You will be part of a team that is empowered to make technical decisions. On our team, you will be in the middle of it all - implementing functionality, architecting our system, squashing bugs, maintaining the health of our code, and continually growing as an engineer. The ideal candidate is both forward-thinking and hands-on, has a solid sense of ownership and drive for delivery, and a strong team player. At SoFi, we pride ourselves on the collaboration between Product, Design and Engineering and so you will be involved in the entire product lifecycle, from ideation through building, deploying and continual improvement and evolution. What you'll do: Lead the development and testing of our systems and services Participate in shaping the technical architecture of the product Help translate product requirements into user stories and technical solutions Deliver highly available and scalable services in a production environment Mentor other engineers, support the technical culture, and help grow the team Generate ideas for new initiatives and technologies Communicate with project leads, product managers and other software developers What you'll need: Bachelor's Degree in Computer Science or related field 5+ years programming experience, ideally on a modern stack Our core stack is Java/ Kotlin/ Spring / PostgreSQL/ React, and we run on Kubernetes in a service oriented architecture with over 100 services in production 2+ years Java, Kotlin or other OO programming experience 3+ years React, Typescript, GraphQL experience Experience working on a SOA or microservice-based application. Experience working with GIT and CI/CD systems. Willingness to roll up your sleeves, collaborate with others and get stuff done Solid sense of responsibility; driving a project from inception to completion Affinity for solving problems and shipping impactful features, not polishing perfect code or architecture Experience working in a collaborative coding environment, refining designs together, working through code reviews and managing pull requests View Unit and Integration test as 1st class citizen in software development Nice to have: Interest in personal finance Experience scaling highly available, mission critical systems Full-stack experience, either toward systems (kafka, redis docker), and front-end (javascript/typescript, react).

The role As a SoFi Member Service Representative, you will be responsible for providing best-in-class service for SoFi's financial service products, including bank and investment accounts. You will support SoFi's fast-paced and high-growth environment by responding to inbound inquiries from SoFi Members across multiple communication channels, primarily phone and chat. You will play an integral role in providing strong customer service to SoFi Members by taking ownership of Member's concerns and seeing them through to resolution. What you'll do: Provide industry-leading customer service that leverages soft skills, balancing being efficient and ultimately leading to First Call Resolution (FCR) Respond to customer inbound inquiries via phone, chat, and email regarding SoFi's banking, investment and credit card products Timely and accurately deliver information to SoFi Members while notating correspondence after each customer contact is handled Take ownership of resolving member inquiries and attempt to foresee causes for additional inquiries Exercise consultative techniques demonstrating advocacy for customers, effective call control, and educating members on various tools/features to help them get their money right Troubleshoot, advocate, and show genuine empathy in conversations to deescalate simple or complex inquiries Meet or exceed specific performance metrics designed to measure the core responsibilities of the role Proactively share insights with management regarding inquiries, concerns, and or complaints to improve our products, operations, and policies Expand the scope of your primary role to support other lines of business based on business needs Receive inbound calls and chats, raise service request tickets, send emails, and perform callbacks to client customers Problem solves and promptly handles escalated issues requiring special handling through coordination with various internal departments to find resolutions to customer queries/issues/concerns Manage customer expectations on timeline and resolution. Find the best solutions to ensure customer requirements are met Proactively follow up on outstanding issues with internal functional areas and with external clients. Treat customers in a consistent, courteous, and efficient manner according to quality monitoring guidelines and SoFi Member Experience standards What you'll need: Previous customer service experience, preferably in a similar industry or Call Center environment Strong verbal and written communication skills Experience with providing world-class customer service and meeting critical deadlines in a dynamic, rapidly changing environment Active listening skills to understand customer needs and provide effective solutions Basic computer skills with solid proficiency in Google Suite Empathy and patience in dealing with customer inquiries and concerns Ability to handle high-stress situations and irate customers with professionalism Willingness to learn and stay updated on company policies, products, and services Adaptability to handle a variety of customer queries and requests Time management and organizational skills to handle multiple inquiries simultaneously Ability to work days, evenings, and nights. Operation hours are between Monday- Thursday 6:00 AM - 8:00 PM MST/ Friday 6:00 AM -6:00 PM MST Experience handling high-volume transactions across multiple channels of communication High school diploma or GED required Must successfully pass FINRA fingerprint background check Ability to attend onsite training if required - 6 weeks of training may be in office Salt Lake City office only (located in Cottonwood Heights) Hourly pay $20.00

The Role: We are seeking a talented and self-motivated Manager to assist in leading our Fraud Investigations team. This Manager will work closely with other fraud leadership to facilitate operational excellence. The Manager, Fraud Investigations will be responsible for overseeing Fraud Investigators and Fraud Specialists that are conducting independent reviews and analysis of potential fraudulent activity. The role will drive execution plans across different products to ensure consistent Member experience while meeting Investigation standards. You will partner with other Fraud Operation teams, AML, Legal and Compliance teams to drive operations excellence in the first line of defense in the fraud prevention domain. What You'll Do: Manage team of Investigators and Fraud Specialists to ensure determinations are appropriate, fully supported, and clearly documented, for fraud cases Provides ongoing mentoring, coaching, and counseling to Fraud Specialists and Investigators to drive production and quality goal achievement Work closely with the team to identify training needs, performance gaps, project process improvement, and provide recommendations to leadership Collaborate with Senior Management related to ongoing projects to further enhance process improvements Lead and coach Fraud Specialists and Investigators on productivity while driving accountability and efficacy Develop and implement SOPs for new processes What You'll Need: 5-8 years of fraud experience Minimum of 4+ manager leadership experience Ability to implement and iterate on Fraud Operations SOPs, identify and incorporate automation tools to enhance Investigators efficacy and efficiency, and drive accountability Subject matter expert for Fraud Prevention and Investigation - including process, processes, controls, and KPIs Demonstrate ability to lead, coach and mentor teams Knowledge of banking compliance trends, rules, and regulations Excellent organizational skills Excellent written and verbal communication and presentation skills Analytical and problem-solving skills Nice to Haves: A CFE or similar industry designation

The role: SoFi is seeking an experienced Sr. Associate, Investor Services Capital Markets. You will manage all account relationships within assigned portfolios, through both written and verbal communication channels. What you'll do: 5+ years of experience in investor relations, capital markets, or financial services, managing institutional investor accounts and supporting debt or structured finance transactions Respond to all inquiries from Investors on a timely basis Work with external vendors and internal servicing staff to complete monthly reporting for Investors. Act as a key liaison for our Investors on behalf of the Company Facilitate debt sales and repurchases with internal servicing staff, external vendors, and Investors. Manage post-transaction reporting, aligning to the reps and warrants of the investor contracts. Build relationships with SoFi's many funding and deal partners including investment banks, investors, rating agencies, lawyers, and auditors Collaborate internally with Product, Operations, Credit, and Capital Markets to provide perspective for Investors on the business strategy processes Key point of contact for internal and external relationships on Investor Audits, Reviews, process enhancements, and project management. Project manage and escalate issues on behalf of our Investors regarding processes, systems, and operations, demonstrating the ability to execute. Prepare presentations of deal information including projections, deal overview materials, and relevant deal terms for investor review. Assist with the management of investor due diligence and closing processes, including working with legal, underwriting, credit, and other internal or external stakeholders. What you'll need: Advance relationship management building skills and experience. Ability to enhance revenue and market share through effective use of relationship management skills and problem-solving Comfortable in dealing with C-Level executives Advanced Microsoft Excel skills Ability to maintain big-picture focus while attending to detailed work and providing thorough documentation. Bachelor's degree in Finance, Business, Communications, or a related field. MBA or CFA is a plus. Strong understanding of financial reporting, and capital markets. Excellent verbal and written communication skills, with the ability to convey complex information in a clear and concise manner.

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. SoFi is seeking an experienced and motivated Staff Software Engineer to be part of our Data Platform group within the Data Enablement division. The mission of the Data Enablement division is to activate data throughout SoFi, enabling the creation of personalized and delightful experiences for our customers. As a Staff Software engineer, you will help achieve the vision and strategy to build foundational and critical data platform products which are highly leveraged across SoFi for analytical, reporting, AI/ML use-cases that will drive teams to perform self serve analytics, gain insights and increase data driven decisions for all of sofi products About the Role: * This role is for a talented, enthusiastic, detail-oriented and experienced Software Engineer with a proven track record of taking on big challenges in an agile way. * You'll be at the heart of SoFi's data platform, acting as a leader and a force multiplier for critical initiatives across Semantic Layer, BI analytics, AI usecases, Operational experience enhancements expanding crucial knowledge in the team. * You'll act as a subject matter expert for data platform capabilities that can be leveraged across SoFi for analytical, reporting, ML/AI self-service use-cases. * This role requires you to live at the cross section of data and software engineering collaborating between Product, Design, and Engineering, so you'll be involved in the entire product lifecycle from ideation to building, deploying, and continuously improving. * The ideal candidate is both forward-thinking and hands-on, and has a strong sense of ownership and delivery. * You'll mentor technical team members in best practices for Snowflake, Databricks, Airflow, dbt, and AWS data services, promoting a culture of technical distinction and innovation. * Plus, you'll be working alongside a team of talented engineers. What you'll do: * Drive technical architecture, design decisions and cross-functional discussions for the SoFi Data platform products * Lead and oversee the full SDLC, from project requirements to deployment following best practices and uphold coding standards. * Generate ideas for new initiatives and technologies, and deliver timely results in a fast-paced and sometimes ambiguous environment. * Build and optimize Operational experience for systems and processes and be part of an on-call team rotation to support the SoFi Data Platform capabilities * Collaborate with cross-functional teams to understand requirements, influence best practices upstream and down, and deliver solutions that meet business needs. * Effectively communicate complex technical concepts and trade offs mapping industry patterns and best practices to solve novel problems for technical/non-technical stakeholders verbally and in well written documentation. * Monitor project performance against defined milestones and goals. * Provide technical leadership, mentorship and strategic guidance to the team, fostering a culture of continuous learning, innovation, and excellence. * Contribute to hiring and training efforts to build a skilled and motivated engineering workforce. What You'll Need: * A bachelor's degree in computer science, Data Science, Engineering, or a related field. * Over 10 years of hands-on experience in software/data engineering with a proven track record of successfully building data systems and platforms. * Strong programming skills ideally on a modern stack including but not limited to Python, SQL * Experience in a collaborative coding environment, refining designs together, navigating code reviews, and managing pull requests. * Broad proficiency in database platforms and significant experience with cloud data warehouse platforms such as Snowflake, and familiarity with others like Redshift, or Google BigQuery * Strong analytical and problem-solving abilities, with the capability to simplify complex issues into actionable plans with a detail-oriented approach to your work. * Thorough knowledge and passion around system design and data architecture principles * Experience with data tools like Snowflake/GitLab/AWS/Airflow/DBT /Tableau, Power BI etc * Experience in building/deploying resources using Infrastructure as Code - IaC tools (like Terraform) * Knowledge in analytics, metrics, and monitoring integrations. * Excellent communication skills, with the ability to effectively convey technical concepts to both technical and non-technical audiences. Nice to Haves: * Experience integrating Large Language Models (LLM) into products * Good understanding of AI and its usage * Experience in a highly regulated and governed sector, though the Fintech industry is advantageous. 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! Pay range: $153,600.00 - $264,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. 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.

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: We're hiring a Senior Staff Lifecycle Marketing Manager to lead from the front on a highly visible, hyper-growth product vertical responsible for a significant share of business unit revenue. This is not a conventional CRM role - you'll set the vision, build new systems, and steer cross-functional partners and stakeholders across Product Marketing, EPD, Operations, Sales, Data Science and Executive Leadership through ambiguity and accelerated growth. Your job isn't just to manage campaigns - it's to wrangle complexity, push creative boundaries, and deliver outsize impact in a business environment that moves fast and expects even faster results. You'll partner directly with senior stakeholders to define aggressive yet meaningful goals and help shape the future trajectory of one of our company's most promising verticals. What you'll do: * Influence: Earn trust from senior stakeholders through confident perspective, clear communication, and consistent delivery. * Advocate: Champion the resourcing, tooling, and prioritization required to unlock the team's full growth potential. * Architect: Design big-picture lifecycle infrastructure that aligns strategic goals with technical and operational constraints at a system level. * Navigate: Lead execution through complex, constraint-heavy environments by surfacing bottlenecks, influencing priorities, and proactively managing risk. * Translate: Turn executive direction into clear, actionable lifecycle programs, articulating trade-offs, dependencies, and measurable outcomes. * Motivate: Inspire your team with a bold, forward-looking vision that drives innovation while staying grounded in business impact. * Collaborate: Work cross-functionally with Product Marketing, EPD, Sales, Operations, and Data Science to embed lifecycle logic across the customer experience * Mentor: Uplevel lifecycle maturity across the org by coaching beyond your team and shaping how lifecycle strategy is applied at scale. * Communicate: Deliver strategic insights and program updates with clarity and confidence, especially to VP and C-suite stakeholders. * Establish: Build and scale a rigorous culture of testing, iteration, and insight-driven lifecycle evolution. What you'll need: * Bachelor's Degree, ideally in Business, Finance, Marketing, or a technical field (or equivalent) * 12+ years of lifecycle marketing, CRM, or growth experience in B2C digital products; fintech, subscription, or behavioral-change domains are strongly preferred. * Scale: demonstrated experience delivering hyper-scale growth (3-10x YoY). * Team Leadership: experience leading a senior-level team (at least 2). * Background in organizational change or helping teams adopt new ways of working, particularly during hyper-growth or post-reorg phases. * A proven track record of bringing focus and stability to ambiguous, fast-changing, or high-pressure environments, in a matrixed or global organization. * Ownership Scope: experience owning at least $100M+ in annual revenue and/or 60% of the business' revenue. * Deep expertise in lifecycle infrastructure and architecture: journeys, triggers, experiments, personalization, and user segmentation at scale. * Fluent in martech and data: Braze, Amplitude, SQL database architecture * Strong EQ and influence: ability to foresee and guide organizational change, not just adapt to it. * A history of stepping into informal leadership roles outside your core remit - shaping culture, onboarding others, or leading cross-functional initiatives. * Past role as a thought leader or internal evangelist for lifecycle or growth marketing - influencing strategy beyond team boundaries. * A builder's mindset with executive presence - equally comfortable creating new frameworks and confidently aligning cross-functional leaders around them Nice to have: * Master's degree in business administration, finance or technical field * Background in fintech, behavioral economics, or industries requiring high trust and regulatory consideration. * Passion for personal finance, economic empowerment, or mission-driven tech products. * Familiarity with predictive or AI-driven journey orchestration, dynamic content systems, or real-time personalization. * Proficiency in querying and interpreting data using SQL, Looker, or similar tools beyond standard dashboards. * Demonstrated ability to scale lifecycle programs globally or across multiple product surfaces (e.g., web, mobile, in-product). * Exposure to pricing, monetization, or revenue strategy work in collaboration with product or finance teams. 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! Pay range: $128,000.00 - $220,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. 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.

The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. SoFi offers Brokerage services, Robo Advisor services, Crypto Currency and retirement accounts. What you'll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi's custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member's financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage, Robo and Crypto accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage, Robo and Crypto accounts Discuss and explain investment performance and decisions with current Invest members Provide member's operational support for specific investment-related questions and issues What you'll need: Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66 Must maintain all necessary professional certifications required for the role Bachelor's degree preferred, but a combination of education and experience may be considered in lieu of a degree 2+ years of financial services experience required, preferably assisting customers in a service environment Experience and understanding of margin and option concepts, rules and regulations Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset Deep understanding of financial concepts Ability to identify, meet, and follow through with client needs and requirements Self-starter, problem-solver, and a goal-oriented team player with a ‘no job is beneath me' attitude Ability to work independently and perform multiple tasks efficiently Organized with strong attention to detail Show curiosity and confidence when dealing with clients and able to ask for help when needed Meets evolving position objectives as defined by management Ability to iterate, learn, and innovate Must successfully clear FINRA fingerprint background check Nice to have: Experience with corporate actions Experience with margin/investment risk Series 4 Series 24

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 The Staff IAM Engineer, Non-Human Identity is responsible for securing and managing all non-human identities including service accounts, application identities, machine credentials, APIs, bots, and workloads across on-prem, cloud, and crypto infrastructure. This role ensures that automated and machine-based identities follow the same governance, lifecycle, and least-privilege principles as human users. You will design systems that enable secure authentication, secrets management, and access provisioning for automated services, APIs, and DevOps pipelines. This role directly protects sensitive financial data, crypto custody environments, and transaction systems from privilege misuse, credential leakage, and insider or supply chain threats. What You'll Do Identity Architecture & Engineering * Design, implement, and maintain a Non-Human Identity (NHI) framework governing all service accounts, API tokens, certificates, and machine credentials. * Implement centralized secrets management using tools such as HashiCorp Vault or AWS Secrets Manager, * Build integrations with CI/CD pipelines and cloud services (AWS, GCP, Azure) to enforce automated credential rotation and JIT provisioning. * Define and implement tagging, ownership, and classification models for non-human identities. * Develop scalable onboarding processes for applications, workloads, and bots that require secure authentication. Lifecycle Management & Governance * Develop automated workflows for creation, rotation, deactivation, and certification of service accounts and API keys. * Partner with developers and DevOps to transition hard-coded credentials to secure vaults. * Establish policies for key rotation frequency, credential expiration, and certificate renewal. * Integrate NHI lifecycle into IAM governance tools (Okta). * Support quarterly access reviews and certification campaigns for non-human identities. Automation & Integration * Build automation using APIs, Python, PowerShell, or Terraform to manage credentials and monitor access. * Integrate non-human identity telemetry into SIEM/SOAR platforms for anomaly detection. * Implement visibility dashboards to track total NHI inventory, owners, last use, and compliance status. * Deploy Just-in-Time (JIT) credential provisioning for ephemeral workloads and containers (Kubernetes, Lambda, ECS, etc.). Security & Risk Management * Enforce least privilege and zero-trust principles for machine access. * Monitor for unused or excessive service accounts and remediate over-permissioned credentials. * Support incident response teams with forensics on compromised API keys or tokens. * Define detection logic for credential misuse or non-standard access patterns. * Partner with Application Security to integrate secure NHI handling into SDLC. Compliance & Audit * Maintain audit trails for credential issuance, usage, and rotation events. * Produce compliance reports for SOX, SOC 2, PCI DSS, FFIEC, and crypto-custody audits. * Collaborate with internal audit and compliance teams to validate NHI control effectiveness. * Document architecture, data flows, SOPs, and exception processes for NHI management. Innovation & Continuous Improvement * Evaluate emerging NHI management solutions (e.g., SPIFFE/SPIRE, workload identity federation, cloud-native secrets stores). * Lead proof-of-concepts to modernize credentialless or short-lived identity methods. * Advocate for security automation and the reduction of static credentials across the enterprise. What You'll Need Education & Experience * Bachelor's degree in Computer Science, Cybersecurity, or related discipline. * 3-6 years of experience in IAM, DevSecOps, or Security Engineering roles. * Hands-on experience with non-human identity or secrets management tools * Familiarity with cloud IAM concepts (AWS IAM Roles, Azure Managed Identities, GCP Service Accounts). * Experience integrating IAM or secrets systems with CI/CD pipelines and DevOps tools. Technical Skills * Proficiency in automation and scripting (Python, PowerShell, or Bash). * Strong understanding of authentication standards (OIDC, OAuth 2.0, SAML, JWT). * Knowledge of API security, key rotation policies, and service-to-service authentication. * Familiarity with container and workload identities (Kubernetes, ECS, Lambda). * Understanding of Zero Trust, machine identity, and certificate lifecycle management. Preferred Certifications * HashiCorp Certified Vault Associate * AWS Certified Security - Specialty * Okta Certified Professional or Administrator * (ISC)² Certified Identity and Access Manager (CIAM) or CISSP 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! Pay range: $144,000.00 - $247,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. 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.

The role: We are seeking a Senior BI Analyst to join our Finance Transformation, BI & Systems team. In this high-impact role, you will architect and automate our company-wide financial and KPI reporting systems. Your success will hinge on your technical expertise in IBM Planning Analytics (TM1), your passion for building automated data solutions, and your ability to partner with business stakeholders to drive visibility and smarter decision-making. What You'll Do: Architect & Build: Design, own, and execute end-to-end data workflows, from defining ETL processes and database structures to building scalable, self-service dashboards in Tableau. Automate & Optimize: Act as the technical expert for IBM Planning Analytics (TM1), developing and documenting robust models, hierarchies, and rules to replace manual processes and scale our reporting capabilities. Partner & Influence: Collaborate closely with senior stakeholders in Finance, Engineering, and Product to gather requirements, translate business needs into technical specifications, and drive the adoption of new data tools and insights. Analyze & Simplify: Tackle complex, unstructured problems and distill huge datasets into clear, actionable insights for business leaders. What you'll need: 5+ years of work experience in a business intelligence or data analytics role. Expert-level proficiency in IBM Planning Analytics (TM1), including TM1 Rules, TurboIntegrator scripting, MDX, and cube design for optimized performance. Strong experience with SQL and building ETL data flows. Demonstrated ability in financial modeling (Excel) and data visualization (Tableau or similar tools). Proven ability to manage projects, influence senior partners, and communicate technical concepts to non-technical audiences. High EQ, strong problem-solving skills, and a detail-oriented mindset. Bachelor's degree in a quantitative or business-related field (Mathematics, Computer Science, Statistics, Finance); Masters is a plus. Strongly Preferred Experience with Python for automation and data analysis. Familiarity with Workday Financials or other large-scale ERP systems. Knowledge of the banking or fintech space.

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: SoFi's Senior Manager, AI Engineer is a hands-on AI engineering role in SoFi's growing independent risk organization. This is a critical, senior role responsible for setting the technical direction, driving execution, and ensuring the successful delivery of our most complex, production-level AI initiatives. This role will be instrumental in conceptualizing, prototyping and implementing best-in-class AI-based solutions to meet risk management and compliance requirements. This hands-on role will work closely with the Director of Risk Analytics, and will leverage your deep expertise to solve our hardest problems, mentor the next generation of engineers, and directly connect technical innovation to major business success. This is a crucial role for the independent risk function as we execute our mission to help more members get their money right. What you'll do: * Technical & Execution Leadership: Serve as the technical authority for AI engineering Independent Risk Management projects, leading teams and initiatives from ideation through successful production deployment to meet critical stakeholder needs. * Architecture and Strategy: Define the long-term technical architecture and strategy for our next-generation AI platform, particularly focusing on robust, scalable agentic frameworks and LLM deployment patterns. * Thought Leadership in Agentic Systems: Drive the research, design, and implementation of cutting-edge, mission-critical agentic solutions, establishing best practices and pushing the boundaries of what our systems can achieve. * Advanced LLM Orchestration: Architect and standardize the use of graph-based LLM orchestration, leveraging expert-level mastery of LangGraph to solve highly complex, multi-stage reasoning problems at scale. * Deep Model Optimization: Pioneer and institutionalize advanced parameter-efficient fine-tuning (PEFT) and compression techniques to maximize model performance and minimize operational costs across the organization. * Operational Excellence: Define and enforce high standards for AI operationalization, requiring mastery in designing and deploying comprehensive AI observability solutions and advanced tracing/testing frameworks that guarantee production quality, compliance, and reliability. * Mentorship: Mentor senior and junior AI Engineers, elevating the overall engineering quality * Cross Functional Collaboration: Coordinate with cross-functional teams to distill specific requirements, project roadmaps, and ensure accurate and on-time project deliveries * AI Innovation: Stay up-to-date with the latest trends and advancements in GenAI, LLMs, and NLP, evaluating and experimenting with new techniques and tools to push the boundaries of AI innovation in the banking sector. What you'll need: * Bachelor's or Master's degree in Computer Science, Data Science, AI, Machine Learning, or a related field. PhD is a plus. * 8+ years software development experience, with 3+ years of hands-on experience in developing and successfully deploying production-level AI applications that have been used by real customers or internal stakeholders. * Expert-level experience with LangGraph to model and orchestrate complex, stateful multi-step reasoning and control flow in LLM applications. * Expert-level proficiency in developing sophisticated agentic solutions, with a portfolio demonstrating advanced use of planning, memory management, tool integration, and control flow. * Deep understanding of Large Language Model (LLM) architectures, prompt engineering, retrieval-augmented generation (RAG), and advanced text generation techniques. * Deep experience designing and institutionalizing AI observability solutions (e.g., LangSmith, Arize, Deepchecks) and advanced tracing and testing methodologies for LLM and agentic systems. * Proven experience implementing parameter-efficient fine-tuning (PEFT) techniques (e.g., LoRA) to customize and optimize pre-trained models for specific tasks with minimal computational overhead. * Experience with cloud platforms (AWS, Azure, or GCP) and containerization technologies (Docker, Kubernetes). * Expert level Python is required. * React is strongly preferred. * Experience with large-scale data handling, including unstructured and structured data pipelines, with a strong preference for Snowflake and DynamoDB. * Experience developing and integrating AI-powered APIs and microservices architecture into banking applications. * Experience with vector databases and retrieval-augmented generation (RAG) techniques using systems like Elasticsearch, Pinecone, or FAISS for enhancing LLM performance. * Exceptional ability to communicate complex technical concepts, drive consensus among senior technical leaders, and influence organizational AI strategy. * Strong analytical and problem-solving skills with attention to detail and an ability to work with complex, large-scale systems. * Strong collaboration skills, with experience working in agile, cross-functional teams. Nice to have: * Familiarity with regulatory frameworks and ethical considerations in AI within the banking industry (e.g., GDPR, data privacy, model explainability). * Experience in banking or financial services use cases such as conversational AI for customer service, intelligent document processing for loan applications, fraud detection, or risk analysis. 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! Pay range: $172,800.00 - $297,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. 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.

The role: Home Equity Loan Originators (MLOs) drive SoFi Lending Corp.'s Home Loans sales team. MLOs are responsible for the customer experience throughout the mortgage origination process by guiding the member/customer through the mortgage application, creating a different kind of mortgage experience than the industry norm. What you'll do: Evaluate initial loan applications and documentation to confirm credit worthiness and ability to repay Complete initial analysis of applicants' credit, income, by verifying initial decisions and communicating this to the applicant Communicate critical origination timeline, product, pricing and underwriting requirements to all applicants Perform outbound calls to applicants and work with the applicant to ensure receipt of required documentation critical to successfully move loans through the sales process to funding Communicate suspense, loan approval and/or declinations to ensure customer is informed at all times Coordinate and manage realtors, builders, mobile signers and other third parties Oversee loan process to ensure timely delivery and content communication with borrower of initial disclosures, changed circumstance re-disclosing, delivery of closing disclosure and closing documents. Improve upon and refine sales and customer service knowledge and techniques via ongoing training Maximize the number of qualified loans funded monthly Manage and maintain your pipeline of leads provided to you from a centralized lead generation engine Ensure all leads provided are worked with highest degree of urgency, meeting or exceeding customer expectations throughout the loan originations process What you'll need: Professional demeanor and strong work ethic with the ability to establish and build working relationships with SoFi applicants, guiding them from initiation to successful completion of the loan process Driven by high performance in a high expectation commission environment Strong verbal and written communication skills Industry leading pipeline management skills Background or previous experience in financial services and sales in an inbound or outbound call center Solid time management skills and the ability to prioritize activities Ability to establish and maintain working relationships with team members Must be computer literate with above average proficiency in MS Office and internet skills Great telephone skills including communicating clearly and effectively both verbally and in writing Ability to learn and navigate multiple systems / applications / workflows Ability to exhibit grace under pressure, while successfully navigating stressful work assignments or situations efficiently and effectively Ability to meet critical deadlines under stressful conditions Self-motivated and able to work independently Able to move between tasks and duties quickly and efficiently Excellent organizational skills Excellent prioritization and time management skills Nice to have: Two to four (2-4) years successful origination of loans; residential mortgage loan experience preferred but not required. Strong knowledge of federal, state and/or regulatory requirements of mortgage lending Overall good knowledge and understanding of mortgage product, pricing and underwriting guidelines Consultative sales skills in a mortgage sales organization High volume transaction processing experience exhibiting the ability to follow written procedures and processes with a high level of accuracy and attention to detail Any individual state mortgage licensing is considered a plus Ability to obtain and maintain individual state license(s) and SAFE act compliance

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. About the Role SoFi's Corporate Applications team builds the automation, AI-driven workflows, and SaaS platform capabilities that help employees work smarter, faster, and more securely. As we scale our automation ecosystem and modernize our enterprise application portfolio, we are seeking a Manager, Automation Engineering to lead and develop a growing technical team while remaining hands-on with high-impact automation and integration projects. In this role, you will guide a team of system engineers and platform administrators, drive roadmap execution, define automation and SaaS governance standards, and deliver intelligent workflows that support SoFi's operational growth. You will work across a diverse SaaS ecosystem-including ServiceNow, Atlassian, Okta, Google Workspace, Slack, Zoom, and cloud platforms such as GCP and AWS-to architect scalable automations and ensure our SaaS platforms are stable, secure, and optimized. This is a working manager role: you will actively contribute to complex engineering efforts while building a high-performing team, aligning work to organizational strategy, and partnering with leaders across IT, Security, GRC, Procurement, and other business units. What You'll Do Team & People Leadership * Manage and develop a team of six technical contributors, including Senior Automation Engineers, Automation Engineers, and Platform Administrators. * Provide mentorship, coaching, career development, and performance feedback to foster a high-performing, accountable engineering culture. * Own team staffing, onboarding, and skill progression as the automation and SaaS platforms evolve. * Lead team rituals including sprint planning, prioritization, standups, and retrospectives. Technical & Program Leadership * Oversee the design, development, and delivery of automation solutions across ServiceNow, Atlassian, Okta, Google Workspace, Slack, Zoom, GCP, AWS, and other enterprise SaaS platforms. * Remain hands-on for complex workflows, integrations, and AI-driven automations requiring senior-level architectural or engineering expertise. * Build AI-driven chatbots and intelligent task agents using platforms such as ChatGPT, Moveworks, and Now Assist. * Architect Agentic AI workflows that orchestrate LLM-based decision-making with enterprise systems and automation tools like Workato, Flow Designer, and Zapier. * Define technical standards for reusability, security, accessibility, RBAC enforcement, and configuration consistency across automation initiatives. SaaS Governance & Platform Stability * Establish and own governance frameworks for the ~15 SaaS platforms managed by the Corporate Applications team. * Ensure consistent RBAC, service account management, license optimization, and system configuration across platforms. * Lead stabilization efforts, configuration audits, and cleanup initiatives to reduce drift and improve reliability. * Improve and standardize the SaaS application onboarding experience, ensuring new apps enter the environment with scalable, secure configurations and predictable integrations. Cross-Functional Leadership & Stakeholder Partnership * Serve as the primary point of contact for automation and platform engineering needs across IT, Security, GRC, Legal, Procurement, and business stakeholders. * Partner with leadership to define the automation roadmap, influence investment decisions, and ensure platform strategy aligns with organizational goals. * Lead intake, prioritization, and communication processes for automation and SaaS workflow initiatives. * Represent the team in operational reviews, architecture discussions, governance meetings, and senior leadership updates. Operational Excellence & Measurement * Define and monitor KPIs for automation efficiency, platform stability, adoption, and ROI. * Ensure the team meets delivery expectations, documentation standards, and operational SLAs. * Implement and maintain system health monitoring, alerting, and automated governance routines. * Continually refine processes, tools, and frameworks to drive scalable, predictable delivery across the team. What You'll Need * 7+ years of experience in automation engineering, SaaS platform operations, enterprise integrations, or related technical fields. * 2+ years of experience leading or managing technical contributors in an engineering or platform operations environment. * Deep experience with automation and integration platforms such as Workato, Flow Designer, Zapier, or Moveworks. * Strong hands-on experience with ServiceNow, Atlassian, Okta, SaaS administration, and workflow automation. * Experience delivering LLM-powered workflows, chatbots, intelligent routing, and conversational automation. * Advanced proficiency with REST APIs, JSON, webhooks, and scripting languages (JavaScript, Python). * Familiarity with cloud platforms such as Google Cloud Platform (GCP) and Amazon Web Services (AWS). * Strong understanding of RBAC, identity lifecycle, least-privilege access models, and secure automation design. * Ability to lead multi-stream technical work, influence cross-functional decision-making, and communicate complex topics with clarity. * Ability to balance hands-on engineering with people leadership responsibilities in a working-manager role. Nice to Have * Experience with Agentic AI frameworks (LangChain, AutoGen, Workato Copilot). * Experience contributing to or building an Automation Center of Excellence. * Experience with CI/CD pipelines, version-controlled automation assets, or Infrastructure-as-Code. * Background in SaaS license management or data-driven optimization. * Experience modernizing SaaS admin processes and governance models. Why You'll Love Working Here At SoFi, you'll help shape the future of enterprise automation, AI-driven workflows, and SaaS platform operations. You'll lead a talented team, work with modern tools and cloud technologies, and deliver meaningful improvements that enable employees company-wide. We value innovation, inclusivity, ownership, and continuous improvement-and we empower our engineering leaders to build impactful, scalable systems that help our teams and our members thrive. 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! Pay range: $108,800.00 - $204,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. 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.

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: The Sales and Support Operations Analyst will be responsible for maintaining the Standard Operating Procedures (SOPs) performed by the In-School Campus Relationship Team (CRT), reporting for the In-School Campus Relationship Team, trend and root cause analysis, supporting the In-School Sales Team through the drafting of Request for Proposals (RFPs), maintaining the RFP library, updating third-party marketing sites and performing competitive research as well as executing the controls tied to the SOPs. As an extension of the sales team, you'll be providing direct support to our schools through your work with both the Sales and Campus Relationship Teams. What you'll do: * Maintain and update Campus Relationship Team SOPs as required to align with changes in processes * Perform daily reporting to inform and share insights with management team regarding the performance of the program utilizing Tableau, Salesforce, and Genesys * Share insights with In-School Loan management regarding the root causes of school inquiries, concerns and complaints, trend identification, advocating on our schools' behalf to improve our products, operations and policies * Execute controls on a scheduled basis ensuring evidence is maintained and trackable * Laser-focus on detail, ensuring the correct information is always provided to schools, the team, and in RFPs * Deliver timely, accurate and actionable information to SoFi Teams as appropriate * Improve upon and refine sales and customer service knowledge and techniques through ongoing training * Maintain RFP library in Google Sheets or other tool(s) as necessary * Attend weekly sales meetings to ensure alignment with product changes for both CRT and RFPs * Participate in recording of team meeting minutes and follow up from weekly sales meetings * Draft RFPs for Sales Team and manage workflow and reporting for RFPs in flight * Maintain changes to third-party marketing sites including pricing and program differentiation * Perform competitive research and analysis and share results with management * Maintain slide library for frequently used slides * Support Sales Support/Administration team members as required What you'll need: * Minimum of 3+ years of experience within the consumer lending or higher education finance industry * Knowledge of the financial aid process, FAFSA and other key terminology required to service school customers * Demonstrated aptitude for understanding, building, and maintaining process and executing on controls * Strong verbal and written communication skills * Ability to build positive working relationships with SoFi team members * Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively * Resourceful by nature, able to exhibit strong critical thinking skills and the ability to apply them * Ability to meet critical deadlines in a dynamic, rapidly changing environment * Self-motivated, resourceful, productive on teams as well as independent work * Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills * Bachelors degree required Nice to have: * Advanced computer skills with solid proficiency in Google Office Suite * Working knowledge with Tableau, Salesforce, and Genesys 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! Pay range: $86,400.00 - $162,000.00 Payment frequency: Annual This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above. 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.

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: We are looking for an eager Senior Staff Software Engineer excited to dive in and help build and support the cutting edge technology systems of the Lending Finance Platform team, which support our Capital Markets and Accounting business functions. SoFi is trying to push the boundaries of lending and provide next-level products for our members and investors, and we are seeking anyone with big ideas and a drive to help achieve our goals. We value forward-thinking engineers who are hands-on, take ownership, and drive delivery. You'll be surrounded by a talented team where mentorship, knowledge-sharing, and collaboration are central to our culture. We're seeking someone who is not only an expert in full-stack development but also understands how to leverage data for impactful reporting and aggregation across the platform. As a senior staff software engineer, you will be part of a team that is empowered to make technical decisions that have direct impact on the success of the business. You will be in the middle of it all - working with partner teams in Lending Engineering and Data Science, implementing new functionality, architecting our system, squashing bugs, maintaining the health of our code, delivering scalable and highly-available services, and continually growing as an engineer. The ideal candidate is both forward-thinking and hands-on, has a strong sense of ownership and drive for delivery, and is a good mentor and co-worker. At SoFi, we pride ourselves on the collaboration between Product, Design, and Engineering and so you will be involved in the entire product lifecycle, from ideation through building, testing, deploying, monitoring, supporting, and continual improvements and evolution of mission-critical systems. You'll face and solve a wide range of challenges: technical, product, and operational, shaping your personal growth and career along the way, as well as using your areas of expertise to grow the capabilities of the rest of the team. What You'll Do: Hands-on Engineering/ Technical Leadership & Strategy * Write production-grade, scalable backend code using Java, Kotlin, Spring Boot, and modern frameworks. * Debug and resolve complex systems issues in high-scale, real-time services. * Develop APIs, services, and platform infrastructure that support loan servicing, payment schedules, and operational workflows. * Drive hands-on delivery of critical projects like schedule generation, batching frameworks, and testing infrastructure. * Architect platform-level services and improve systems for resilience, observability, and extensibility. * Make high-leverage engineering decisions that balance speed, quality, and maintainability. Raise the bar on engineering quality through hands-on contributions, design reviews, and technical mentorship. Team Collaboration & Mentorship * Partner with product, design, operations, and other engineering teams to build solutions that deliver business value and customer impact. * Contribute to cross-functional platform efforts (e.g., onboarding, credit bureau reporting, collections APIs). * Drive alignment on technical strategy and execution, with strong written and verbal communication. What You'll Need: * Bachelor's or Master's degree in Computer Science, Software Engineering, or a related field. * 8+ years experience as a software engineer, designing and implementing complex software solutions. * Experience with React / Java / Spring / Kotlin / PostgreSQL / AWS. Expertise with any modern Java frameworks, REST APIs, and relational databases * Deep understanding of software architecture, design patterns, and best practices for building scalable and robust applications. * Proven experience in leading and mentoring engineering teams, promoting technical excellence and collaboration. * Excellent communication and interpersonal skills, with the ability to effectively communicate technical concepts to diverse audiences. * Experience with Kafka, Docker, Kubernetes, Spring Boot, cloud infrastructure, Terraform and CI/CD Nice to have: * Experience in financial services or fintech (loan servicing, payments, interest calculations, credit reporting, etc.) * Experience with Temporal, Kubernetes, Docker, Terraform, and CI/CD tooling. * Exposure to data analytics or machine learning platforms. * Familiarity with front-end technologies such as React, Scala, or Flutter. 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! Pay range: $172,800.00 - $297,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. 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.

The role: The Senior Manager of our Opportunities Resolution Team (ORT) is a critical leader to the team that builds, maintains, and amends SoFi's relationships with our members, potential members, and third parties. As the manager of this team, you will lead the end-to-end ORT process embedded within the Operations Complaint Management program. You will serve as a key contact for our agents handling escalated concerns, driving solutions, and leading initiatives that assist our members and enhance all aspects of SoFi. The Opportunities Resolution Manager directly supports the ORT associate managers and agents, navigating resolution with different departments within SoFi to help prevent and resolve member concerns via phone, email, and other mediums, such as our social media platform. Throughout your day, you will oversee and provide direction, mentorship, and coaching for handling member communication, complaint resolution, multifaceted tasks, and special projects. In this role, you will be required to work quickly, independently, and creatively helping your team to analyze situations to determine the best course of action to resolve the issue they are presented with. In this role, you will enable your team's success by building relationships with cross-functional teams to enhance the overall member experience and by leading the partnership with others to run after problems together to identify process improvements. What you'll do: Execute multiple small projects and large pivotal initiatives, often simultaneously, that result from the ORT outcomes or the Complaint Management program Become an expert in all tasks your associates are required to perform, leading with a founder mentality Establish processes and procedures that ensure the team provides world-class customer service and accurate written responses, driven by a member advocacy mindset, to address complaints in compliance with internal and external guidelines. Ensure the team has the best tools and resources to perform effectively daily. Implement processes and procedures to increase efficiency and reduce errors where appropriate. Additionally, coordinate the delivery of direct feedback and coaching opportunities to appropriate parties and management teams. Partner with leadership to share insights and problem-solve inter-departmental tasks and projects. Build a robust member-focused culture, passionately contributing to reducing complaints and a member experience that continues to drive loyalty to SoFi. Perform regular analysis of complaint trends, identifying change opportunities to improve Member Experience while partnering with our Root Cause Analysis and Member Journey team. Provide daily reporting updates to departmental management and Sr leaders on outcomes of various complaints handling, including improvement opportunities and improvement requests to enable the best possible member experience Expand training opportunities and resources based on trends identified over time Answer complex member inquiries beyond the scope of responsibility of the frontline agent teams. Be prepared to handle and manage member escalations as a result of their complaint - this could be in writing or verbally May perform other duties as required What you'll need: Experience in the build and establishment of new teams and functions 3+ years of management experience 5+ years of general customer service experience Complaints or escalation management experience required Proven track record of successful hiring, training, motivating, monitoring, and coaching teams of escalations and complaints management employees Experience working within a multiple-product financial services environment (i.e., lending, deposits, credit cards, etc) Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively Strong relationship-building and management skills Ability to work within all levels of an organization to influence change and prioritization of critical work Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively Ability to work effectively across all levels Incredible problem solver and communicator Nice to have: Bachelor or Associate Degree in a related field