Growth Support Analyst, SBR

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

Competencies:

• Team Success
• Customer/Client Focus
• Personal Credibility
• Applied Learning
• Analytical Agility

Core Responsibilities:

• 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
• Review s and accurately document s changes direct ed 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 f or Growth team via UPS or FedEx
• A pproaches every customer contact either by mail, email, or telephone as a personal opportunity to: 1.) Demonstrate the value PAi brings to the relationship and 2.) 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, organiz ing , and coordinating complex activities such as team presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities , celebrations, and other events

• C reates 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

• 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, * High school diploma or equivalent
• 2 years of experience working in a customer services admirative or sales role
• Experience working with Microsoft Excel, Word and Outlook
• Accountable and d etail oriented, with strong analytical, multitasking and mathematical abilities
• Strong professional communication technique and etiquette, * Associates Degree in business related field
• Bilingual in English and Spanish
• Financial Industry experience

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Pulled from the full job description

• 401(k)

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.