Growth Support Analyst Sbr
ascensus
📍 Remote🌐 Remote🕐 1mo ago🔗 workday
Job Description
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.
**Job Summary**
Creates a positive customer experience in a cross-functional environment while 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
* 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: 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, 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
**Job 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
**Minimum Qualifications:**
* 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 detail oriented, with strong analytical, multitasking and mathematical abilities
* Strong professional communication technique and etiquette
**Preferred Qualifications:**
* Associates Degree in business related field
* Bilingual in English and Spanish
* Financial Industry experience
_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 validity of a job posting, we strongly encourage you to apply directly through our website._