Growth Support Analyst

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

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