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._
Growth Support Analyst Sbr at ascensus | MergeJobs