Achieve

HQ
San Mateo
Total Offices: 3
2,231 Total Employees
118 Product + Tech Employees
Year Founded: 2002
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Achieve Sales Team

Crafting personalized solutions that help our members get on a path to a better financial future.

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Achieve Employee Perspectives

What a Typical Day Looks Like for a Unit Manager at Achieve

My day is centered on data-driven coaching and team alignment. Here is how I break it down: 

The Pulse 

I start with the DPR report, comparing my unit’s performance against the floor. I analyze yesterday’s stats to celebrate our wins and identify exactly which agents need my focus to move the needle today. 

The Blueprint

I move into strategic organization, mapping out my coaching schedule for the week. I also pull specific calls for calibration, ensuring I’ve selected the right “teachable moments” to help my team improve their conversion and empathy. 

Alignment

I join a daily huddle with my fellow unit managers. We sync on floor trends and share insights, ensuring my unit’s focus is perfectly aligned with our department’s broader goals. 

Execution

I spend the rest of my day on the floor. I’m executing my coaching sessions, conducting side-by-sides and providing real-time feedback to keep the team motivated and on track for our enrollment targets.

Marlene Simpson
Marlene Simpson, Unit Manager
From the article: What Unit Managers Do at Achieve: Coaching, KPIs and Sales Team Leadership

Employee Reviews

Kimberly L.

Achieve’s sales culture hinges on the notion of “balancing the heart with the dollar.” In other words, everything teammates accomplish is intended to weigh their own needs with the needs of both the business and the consumer.

Kimberly L. , New Member Enrollment

Help our members move forward and get on a path to a better financial future with personal loans, home loans, and help with debt to solve their unique needs. Our sales teams are a collaborative group of individuals from all backgrounds working to bring our mission to life with an empathetic touch.
Nathan G.

We’re in this together, changing the lives of our teammates and the everyday consumer with each action we take.

Nathan G. , New Member Enrollment

One of the best parts about our sales team is the top-tier education and training during the onboarding process. We’re thrilled to teach, develop and empower people who have a passion for changing the future and provide opportunities to become leaders while building a meaningful career.
Marlene Simpson

According to Marlene Simpson, the role of unit manager at personal finance company Achieve is a balancing act between achieving business goals and measuring the daily impact the sales team has on customers’ lives.

Marlene Simpson, Unit Manager

“My role isn’t just about managing a floor; it’s about leading a team of consultants who are often the first point of contact for people in real financial distress... Having joined Achieve in September, the most rewarding part of my week is witnessing the 'click' — that specific moment when the coaching we’ve worked on together translates into a tangible win for an agent. Being relatively new to this team, I’ve been heavily focused on building authentic connections and earning my agents’ trust. The highlight of my week is when an agent comes back to me after a call, excited to share that they implemented a specific strategy from our session and it directly led to a new enrollment. It’s incredibly fulfilling to receive that feedback."

What People Are Saying About Achieve

  • Learning & Development: Training and coaching appear to be genuine strengths in Sales, with structured onboarding, daily huddles, call calibrations, side-by-sides, and real-time feedback. Feedback suggests the Sales Readiness Program equips reps with practical skills rather than relying on a sink-or-swim approach.
  • Mission & Purpose: Sales work is framed around helping consumers improve their financial lives, often described as balancing the heart with the dollar. Feedback suggests many reps find meaning in guiding customers through sensitive debt and lending decisions.
  • Team Support: Colleagues and some leaders are often described as supportive and collaborative on the sales floor. Feedback suggests camaraderie and accessible coaching make the environment feel people-oriented in several teams.

What People Are Saying About Achieve

  • NULL: No San Mateo-specific evidence was provided to support any positive drivers.

Recently posted jobs

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Director, Product Management (Digital Experiences)

YesterdaySaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Leads the vision, strategy, roadmap, and execution of digital acquisition and loan servicing experiences across personal loan and HELOC products. Oversees integrated onboarding, origination, underwriting, document collection, and servicing journeys while optimizing conversion, retention, referrals, and cross-selling. Partners with engineering, analytics, marketing, risk, legal, compliance, sales, and operations. Coaches product managers and provides hands-on technical leadership during complex delivery initiatives.
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Customer Service

2 Days AgoSaved
Remote or Hybrid
Texas, USA
Fintech • Professional Services • Sales • Financial Services
Provide empathetic customer support to members through phone and email, assisting with onboarding, account setup, questions, and personalized financial guidance. Document interactions accurately, handle high-volume inbound calls, collaborate with teammates, and work scheduled shifts between 6 a.m. and 8 p.m. The role is fully remote, with optional office work in Tempe, Arizona, and offers career progression opportunities.
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Customer Service

2 Days AgoSaved
Remote or Hybrid
Phoenix, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Provides empathetic customer support to members through phone and email, assisting with onboarding, account setup, questions, and financial solution guidance. The role requires documenting interactions, handling high-volume inbound calls, collaborating with teammates, and maintaining strong communication. It is fully remote with optional office access in Tempe, Arizona, and offers career progression opportunities.
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At a glance

monthly uncapped commission and weekly spiffs

Sky's the limit

mentorship and leadership opportunities

We care about our members

fulfilling career pathing

Internal mobility options

comprehensive, paid training

Empathetic problem solvers wanted

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