Growth Support Analyst, SBR

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 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   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 d etail 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.