[Hiring] Growth Support Analyst @Ascensus

Role Description

Creates a positive customer experience in a cross-functional environment while providing task-centric, administrative support to the growth team.

• Responsible for accurate and timely completion of day-to-day tasks associated with 401(k) plan sales, including but not limited to, plan illustrations, proposals, fee comparisons, and document change requests.
• Reviews and accurately documents changes directed by clients and internal team.
• Develops and applies continuously growing product and process knowledge to effectively anticipate and meet growth team needs and industry standards.
• Communicates effectively with partners, clients, external and internal customers to identify and resolve issues including but not limited to training and procedural gaps and assists in resolving with appropriate resource(s).
• Prepares outgoing mail and outgoing packages for Growth team via UPS or FedEx.
• Approaches every customer contact either by mail, email, or telephone as a personal opportunity to:
  • Demonstrate the value PAi brings to the relationship.
  • Provide professional, personalized service to the customer that exceeds expectations.
• Maintains extensive working knowledge of sales CRM, regularly generating reports for the Sales team, Marketing, Senior Leadership Team, and other departments as needed.
• Assists with scheduling, organizing, and coordinating complex activities such as team presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations, and other events.
• Creates and maintains Sales Team procedures.
• Manages and maintains CRM alongside the Salesforce Administrator.
• Manages key sales applications including the configuration, operation, and integration of sales software.
• Leads marketing data and analytics efforts including management, measurement, and manipulation of data while working closely with the Sales Manager and Marketing Team to drive sales strategy.
• Provides back-up to the Growth Support Specialist as needed.

Qualifications

• High school diploma or equivalent.
• 2 years of experience working in a customer services administrative or sales role.
• Experience working with Microsoft Excel, Word, and Outlook.
• Accountable and detail oriented, with strong analytical, multitasking, and mathematical abilities.
• Strong professional communication technique and etiquette.

Requirements

• Regular attendance and punctuality.
• Ability to work autonomously or as part of a team.
• Ability to work in a fast-paced, change-driven environment.
• Adherence to all company policies and procedures.

Company Description

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.