Growth Support Analyst

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Execute daily responsibilities linked to 401(k) plan sales, which encompass plan illustrations, proposals, fee comparisons, and requests for document modifications.

• Review and meticulously document changes as instructed by clients and internal teams.

• Cultivate and utilize product and process knowledge to foresee and fulfill the needs of the growth team and adhere to industry standards.

• Engage with partners, clients, as well as internal and external customers to identify and rectify issues.

• Prepare outgoing mail and packages for the Growth team using UPS or FedEx services.

• Deliver professional and personalized customer service through mail, email, and telephone communications.

• Maintain a comprehensive understanding of the sales CRM and generate reports for Sales, Marketing, Senior Leadership, and other departments.

• Schedule, organize, and coordinate various activities, including presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations, and other events.

• Establish and uphold Sales Team procedures.

• Oversee and maintain the CRM in collaboration with the Salesforce Administrator.

• Manage essential sales applications, including their configuration, operation, and integration of sales software.

• Spearhead marketing data and analytics initiatives to bolster sales strategy.

• Provide support to the Growth Support Specialist when necessary.

⛳️ Requirements

• Consistent attendance and punctuality are essential.

• Ability to work independently as well as collaboratively within a team.

• Capacity to thrive in a fast-paced, dynamic environment.

• Compliance with all company policies and procedures is required.

• High school diploma or equivalent qualification.

• A minimum of 2 years of experience in customer service, administrative, or sales roles.

• Proficiency in Microsoft Excel, Word, and Outlook.

• Detail-oriented with strong accountability, analytical skills, multitasking abilities, and mathematical aptitude.

• Excellent professional communication skills and appropriate etiquette.

• An associate degree in a business-related discipline is preferred.

• Bilingual proficiency in English and Spanish is preferred.

• Experience in the financial industry is preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance plans.

• Opportunities for professional development and career advancement.

• Flexible working hours and remote work options.

• Generous paid time off and vacation policies.