Dialer Campaign Strategy And Optimization Jobs

Dialer Campaign Strategy and Optimization — Remote Nationwide. Apply via Workday.

Become a part of our caring community The Campaign Performance Dialer & Optimization Professional serves as the business owner for dialer campaign performance, leveraging data, analytics, and operational insights to drive outreach effectiveness and business outcomes. This role partners closely with Operations, Analytics, Marketing, Technology, Contact Center, and Vendor teams to monitor campaign performance, identify trends, uncover opportunities, and implement optimization strategies that improve key metrics including contact rates, authentication rates, transfer rates, conversion rates, and operational efficiency. The ideal candidate is highly analytical, comfortable working independently, naturally curious, and able to translate data into actionable recommendations that drive accountability and measurable results. Experience with dialer platforms, contact center operations, campaign performance management, or related technologies is strongly preferred. The Dialer Campaign Strategy & Optimization Professional serves as the business owner for outreach campaign performance, responsible for developing campaign strategies and driving ongoing optimization to improve business outcomes. This role combines strategic planning, performance analysis, and operational execution to ensure acquisition and retention campaigns are effectively targeted, efficiently executed, and continuously improved. The ideal candidate is highly analytical, comfortable working independently, and able to translate complex data into actionable strategies and recommendations. This individual leverages campaign performance insights to identify trends, drive accountability, optimize key metrics including contact, authentication, transfer, conversion, and cost efficiency, and influence business decisions across Operations, Marketing, Analytics, Technology, Contact Center,

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: This Senior Dialer Analyst role reports to the Senior Director, Collections and Recovery Business Planning, Project Management & Analytics (BP&A). The Senior Dialer Analyst is a key member of our team here at SoFi, responsible for supporting all of our outbound/inbound dialer operations for Personals Loans, Credit Cards, and Loan Origination Outreach . Overall, work will also include driving Dialer improvement efforts in efficiency, effectiveness, and productivity, including implementing initiatives across 1LOD Business Controls. What you'll do: Operational Management Help the team manage daily dialer operations, ensuring campaigns start on time, run efficiently, and meet intensity targets. Identify and resolve technical issues, collaborating with IT and Telephony teams to implement upgrades and patches. Monitor agent status in real-time to maximize productivity and reduce idle time. Analytics & Reporting Create and maintain dashboards to track MTD metrics and validate the effectiveness of calling strategies. Analyze dialer metrics to provide recommendations for improving efficiency and effectiveness. Risk & Compliance Ensure all dialing activities comply with FDCPA, Reg F, TCPA, and state laws. Partner with Risk stakeholders to establish control inventories, descriptio

Role Overview The Area Collections Manager will be responsible for managing end-to-end collections across bucket segments, driving resolution strategies, ensuring portfolio health, and leading large on-ground and tele-calling teams. The role requires strong expertise in delinquency management, compliance, analytics, and team leadership. Key Responsibilities 1. Bucket & Portfolio Management ● Manage collections across delinquency buckets (0–30, 31–60, and higher DPD segments) ● Improve resolution rates in both early and late buckets ● Focus on non-starter and delinquent accounts to prevent roll-forward ● Drive collection efficiency and overall portfolio health ● Monitor daily performance and ensure adherence to CAPE norms 2. Tele-Collections Management ● Handle soft delinquency buckets (0–30 & 31–60 DPD) through tele-calling strategies ● Design and optimize calling patterns based on customer risk profiling ● Improve dialer efficiency, call connect rates, and campaign performance ● Maximize early-stage resolutions to prevent migration to hard buckets 3. Field Collections & Risk Control ● Ensure strong field discipline (app usage, visit tracking, audit trails) ● Drive legal escalation for critical/high-risk cases ● Conduct audits to identify and mitigate portfolio risks ● Maintain strong governance and control mechanisms 4. Team Leadership & Vendor Management ● Lead large teams including Collection Managers, Team Leaders, and Executives ● Manage third-party/vendor collection agencies ● Allocate portfolios and set bucket-wise targets ● Conduct daily huddles, reviews, and performance tracking ● Coach teams on negotiation, objection handling, and resolution strategies 5. Target Achievement & Performance Delivery ● Drive monthly collection targets and improve resolution ratios ● Enhance PTP (Promise to Pay) conversion and kept rates ● Focus on First-Time Delinquent (FTD) customers to reduce future NPAs ● Ensu

Role Overview The Area Collections Manager will be responsible for managing end-to-end collections across bucket segments, driving resolution strategies, ensuring portfolio health, and leading large on-ground and tele-calling teams. The role requires strong expertise in delinquency management, compliance, analytics, and team leadership. Key Responsibilities 1. Bucket & Portfolio Management ● Manage collections across delinquency buckets (0–30, 31–60, and higher DPD segments) ● Improve resolution rates in both early and late buckets ● Focus on non-starter and delinquent accounts to prevent roll-forward ● Drive collection efficiency and overall portfolio health ● Monitor daily performance and ensure adherence to CAPE norms 2. Tele-Collections Management ● Handle soft delinquency buckets (0–30 & 31–60 DPD) through tele-calling strategies ● Design and optimize calling patterns based on customer risk profiling ● Improve dialer efficiency, call connect rates, and campaign performance ● Maximize early-stage resolutions to prevent migration to hard buckets 3. Field Collections & Risk Control ● Ensure strong field discipline (app usage, visit tracking, audit trails) ● Drive legal escalation for critical/high-risk cases ● Conduct audits to identify and mitigate portfolio risks ● Maintain strong governance and control mechanisms 4. Team Leadership & Vendor Management ● Lead large teams including Collection Managers, Team Leaders, and Executives ● Manage third-party/vendor collection agencies ● Allocate portfolios and set bucket-wise targets ● Conduct daily huddles, reviews, and performance tracking ● Coach teams on negotiation, objection handling, and resolution strategies 5. Target Achievement & Performance Delivery ● Drive monthly collection targets and improve resolution ratios ● Enhance PTP (Promise to Pay) conversion and kept rates ● Focus on First-Time Delinquent (FTD) customers to reduce future NPAs ● Ensu

Role Overview The Area Collections Manager will be responsible for managing end-to-end collections across bucket segments, driving resolution strategies, ensuring portfolio health, and leading large on-ground and tele-calling teams. The role requires strong expertise in delinquency management, compliance, analytics, and team leadership. Key Responsibilities 1. Bucket & Portfolio Management ● Manage collections across delinquency buckets (0–30, 31–60, and higher DPD segments) ● Improve resolution rates in both early and late buckets ● Focus on non-starter and delinquent accounts to prevent roll-forward ● Drive collection efficiency and overall portfolio health ● Monitor daily performance and ensure adherence to CAPE norms 2. Tele-Collections Management ● Handle soft delinquency buckets (0–30 & 31–60 DPD) through tele-calling strategies ● Design and optimize calling patterns based on customer risk profiling ● Improve dialer efficiency, call connect rates, and campaign performance ● Maximize early-stage resolutions to prevent migration to hard buckets 3. Field Collections & Risk Control ● Ensure strong field discipline (app usage, visit tracking, audit trails) ● Drive legal escalation for critical/high-risk cases ● Conduct audits to identify and mitigate portfolio risks ● Maintain strong governance and control mechanisms 4. Team Leadership & Vendor Management ● Lead large teams including Collection Managers, Team Leaders, and Executives ● Manage third-party/vendor collection agencies ● Allocate portfolios and set bucket-wise targets ● Conduct daily huddles, reviews, and performance tracking ● Coach teams on negotiation, objection handling, and resolution strategies 5. Target Achievement & Performance Delivery ● Drive monthly collection targets and improve resolution ratios ● Enhance PTP (Promise to Pay) conversion and kept rates ● Focus on First-Time Delinquent (FTD) customers to reduce future NPAs ● Ensu

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As a Sales Development Representative, you’ll own building prospect lists, pipeline management and maintaining in-depth knowledge of Dialpad products. You’ll collaborate with your Account Executives to develop prospecting strategies and vertical campaigns unique to your territory. You’ll also support the creation of ne

Become a part of our caring community As a Care Management Support Assistant, you will help members take the next step toward better health and well-being. You will do this by connecting with them over the phone, completing important non-clinical assessments, identifying barriers to care, and helping them access resources and benefits. We are looking for people who show compassion and document customer issues in detail, can work in a call center environment, and motivate themselves through work that directly supports members and care teams. This is a remote position, and the assigned shift will be 11:30 AM–8:00 PM Eastern Standard Time. Job Description What You Will Do Engage members by phone to encourage participation in care management programs. Complete required assessments and questionnaires to help identify health risks, care needs, and opportunities for clinical team follow-up. Assist members who need support scheduling doctor’s appointments or connecting with appropriate care resources. Identify and help address barriers to preventive screenings, benefits, and health-related services so members can close gaps in care. Support members in understanding, retaining, and accessing benefits that contribute to their overall health and well-being. Manage both inbound and outbound calls in an auto-dialer environment while documenting member information. What Success Looks Like You create a positive member experience by treating each interaction with respect, patience, and professionalism You demonstrate compassion, integrity, and sound judgment when supporting members with sensitive health-related needs You listen to

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As a Security Engineer focused on Product Security and AI, you will help secure Dialpad’s applications, platforms, and AI-powered capabilities throughout the product lifecycle. You will partner closely with software engineers, infrastructure teams, product managers, and AI practitioners to identify risks early, design

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role Dialpad’s QA team ensures the quality and reliability of our AI-first platform across web, mobile, and backend systems. As a QA Automation Engineer, you will be a hands-on contributor responsible for automation execution and quality ownership of specific features/modules, leveraging modern tools and AI-assisted develop

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As a Sr. AI Engineer: Systems, you’ll serve as an embedded senior back-end engineer on our Speech Team, owning the production systems that turn speech models and third-party capabilities into reliable, scalable experiences for Dialpad’s AI voice agents. You’ll work at the intersection of speech, ML infrastructure, and

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As a Business Value Consultant for Agentic AI, you will help strategic customers turn ambitious AI deployments into measurable, defensible business outcomes. You will connect the value promised during the sales process to the data generated after launch—establishing baselines, defining success metrics, building dashboa

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role We are seeking a Field Marketing & Events Specialist to support the planning, execution, and measurement of webinars, account-based marketing initiatives, field programs, and in-person events. This execution-focused role will primarily support webinar and ABM program delivery in partnership with the Field Programs

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As a Sr. Software Engineer on the Integrations team, you will lead the design and development of Dialpad’s key native integrations. These integrations enable real-time automation and data transfer between Dialpad and complementary systems, ensuring our mutual customers have a seamless, unified experience. This includes

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role You will lead the Financial Services and Insurance industry strategy and business growth agenda, defining how the organization serves banks, credit unions, fintechs, payments companies, wealth firms, and insurers through industry-specific customer experience automation, cloud modernization, AI, and workflow orchestrati