Program Lead

As a Program Lead at Carry, you will oversee the operations of our 'VIP' services team, helping clients with innovative financial products. This role requires both hands-on client engagement and team management, making sure our growing business unit continues its impressive growth trajectory.

To be successful as a Program Lead at Carry, candidates should have experience managing a service-oriented team or agency, and ideally have a background in financial services, like consumer finance or tax advice. Familiarity with software tools such as QuickBooks and tax filing applications will also be essential.

At Carry, we believe in investing in our team. As a Program Lead, you’ll not only receive competitive compensation but also equity opportunities, health insurance, and generous paid time off. We strive to create a supportive and collaborative environment where everyone can thrive.

The growth potential for the Program Lead at Carry is significant. Our VIP services team is on track to grow at least 5 times within the next year, providing ample opportunity for advancement and influence within our dynamic organization.

As a Program Lead at Carry, you will utilize various software tools, including QuickBooks, ProConnect, and our proprietary fintech stack. Being adaptable and tech-savvy will help you effectively manage operations and improve client services.

Yes, for the Program Lead role at Carry, experience in the financial services industry is ideal. Candidates with a solid foundation in consumer finance, bookkeeping, or tax advice will have a distinct advantage as they navigate the complexities of our product offerings.

The work culture at Carry is collaborative and client-focused. Our team is committed to providing outstanding services and innovative solutions, and we encourage open communication and cross-functional teamwork to drive success.

In answering this question, highlight your past leadership roles, emphasizing any specific challenges you faced and how you successfully guided your team through them. Use metrics to showcase the success of your leadership.

Discuss your strategies for building strong client relationships, such as regular communication, understanding their needs, and exceeding their expectations. Provide examples from your past roles where you’ve successfully managed client interactions.

Consider discussing innovative marketing tactics, enhancing service offerings, or leveraging technology improvements that could attract more clients and increase revenue. Highlight any relevant experiences from previous positions.

Share your experiences with specific tools, mentioning QuickBooks, ProConnect, or similar software. Discuss how you’ve used these tools to streamline operations and improve client services in past roles.

Discuss your time management techniques, such as using project management tools, setting priorities based on impact, and maintaining clear communication with your team to ensure seamless operations.

Explain your customer service philosophy and share a relevant anecdote that demonstrates your ability to handle challenging situations effectively while maintaining professionalism and seeking solutions.

Share your passion for helping clients navigate complex financial landscapes. You might mention your interest in technology and innovation in finance, and how it motivates you to help others succeed.

Elaborate on your attention to detail, regular audits, and adherence to regulations. Share any experience or training you have in compliance and how you ensure these standards are met.

Express your aspirations while aligning them with Carry’s goals. Discuss your desire to grow within the company, take on more responsibilities, and contribute to the development of innovative financial products.

Reflect on Carry’s mission, values, and innovative approach to finance. Convey your enthusiasm for joining a company that prioritizes client success and technological advancement in the financial services sector.