Anna Tran
Oakland
Summary
People-focused leader with 6+ years of experience designing and scaling high-impact development programs that drive performance, engagement, and culture in fast-paced environments. Passionate about sales organizations and cultivating talent through intentional coaching and inclusive growth strategies. Aligns people strategy with business objectives to deliver measurable, sustainable results.
Overview
9
9
years of professional experience
Work History
Investor Marketplace Operations Analyst
LendingClub
06.2023 - 08.2025
- Utilized Salesforce, Jira, and internal systems to drive pipeline efficiency, streamline KYC investor onboarding, and ensure compliant business verification through Middesk.
- Facilitated cross-functional collaboration via Slack, Salesforce, and Zoom to improve investor experience initiatives.
- Ensured accurate financial documentation, conducted internal audits, and reported corporate finances to executive management.
- Trained onboarding analysts on financial tools and reporting techniques to enhance their proficiency.
Sales and Member Engagement Supervisor
LendingClub
05.2021 - 01.2023
- Led and developed a team of 12+ sales associates through structured coaching, weekly one-on-one performance meetings, and strategic sales training, driving consistent quota attainment and revenue growth.
- Trained and mentored sales team members to improve collaboration and achieve performance targets.
- Utilized CRM software to track leads and streamline sales process, improving lead management.
- Facilitated remote onboarding and training programs for new and existing employees.
Payment Solutions Supervisor
LendingClub
05.2020 - 04.2021
- Facilitated team retrospectives and learning sessions to enhance collaboration and continuous improvement.
- Advanced knowledge sharing and on-the-job training via playbooks, peer support channels, and live forums to empower team members.
- Aligned communication strategies with evolving team goals to support effective change management.
Inbound Sales & Retention Supervisor
LendingClub
07.2019 - 04.2020
- Led cross-functional initiatives to drive high performance, increase conversion metrics, and customer retention.
- Collaborated with cross-functional teams to support product enhancements.
- Monitored team performance on a regular basis, identified gaps and provided feedback for improvement.
Senior Account Executive
LendingClub
10.2017 - 07.2019
- Mentored new hires and developed workshops to enhance continuous learning and strengthen peer connections.
- Organized team-building and recognition programs that improved collaboration and motivated team members.
- Maintained high individual performance while driving measurable results and exceeding targets in dynamic, fast-paced environments.
Management Assistant
Enterprise Holdings
11.2016 - 10.2017
- Collaborated closely with the upper management to drive performance across all areas, including customer service ratings, profitability margins, overall growth, and marketing initiatives, ensuring consistent high-level results.
- Achieved promotion within one year by implementing process improvements, onboarding new team members, and driving KPIs.
- Recognized regionally for performance metrics and delivering high-quality results across multiple operational and sales initiatives.
Education
Bachelor of Science - Human Development
University of California, Davis
Skills
- Salesforce
- Pipeline efficiency
- KPIs
- Process updates
- Cross-functional collaboration
- Training and development
- Goal setting
- Continuous learner mindset
Timeline
Investor Marketplace Operations Analyst
LendingClub
06.2023 - 08.2025
Sales and Member Engagement Supervisor
LendingClub
05.2021 - 01.2023
Payment Solutions Supervisor
LendingClub
05.2020 - 04.2021
Inbound Sales & Retention Supervisor
LendingClub
07.2019 - 04.2020
Senior Account Executive
LendingClub
10.2017 - 07.2019
Management Assistant
Enterprise Holdings
11.2016 - 10.2017
Bachelor of Science - Human Development
University of California, Davis