Sales Support Analyst — Drive Client Onboarding & Growth

Empower LLC

Manila

On-site

PHP 350,000 - 550,000

Full time

2 days ago
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Job summary

Empower LLC in Manila is seeking an Analyst Sales Support to empower our internal sales team and field partners, delivering tactical support throughout the sales cycle and ensuring a seamless experience for clients.

You will handle onboarding, reporting, pricing, and documentation, collaborate with underwriting and implementation, and keep Salesforce documentation accurate while coordinating cross-functionally to move plans to completion.

Qualifications

  • Bachelor’s degree or equivalent experience in business, sales support, or related field.
  • 2+ years in a sales support, client service, or operations role.
  • Strong communication skills with a customer-first attitude.
  • Proficient in Excel and CRM platforms; Salesforce experience a plus.
  • Detail-oriented with ability to manage multiple priorities in a fast-paced environment.
  • Fluent English.

Responsibilities

  • Serve as sales support for internal sales representatives, offering tactical support throughout the sales process.
  • Provide day-to-day case-level service, including price quoting, opportunity tracking, and reporting.
  • Coordinate plan onboarding and ensure documentation is complete and compliant.
  • Partner with underwriting and implementation teams to ensure smooth retirement plan execution.
  • Complete case assignments through processing proposals and paperwork, ensuring data accuracy and cross-department communication.
  • Produce plan pricing and plan research.
  • Collaborate with ISD and RSD on New Client Applications (NCA/WRAP) to completion.
  • Direct communication with ISD and RSD to review and collect required documents.
  • Facilitate communication between Implementation, ISD, and RSD for smooth progression.
  • Complete Salesforce documentation with minimal errors.
  • Support sending/obtaining DocuSign signatures for confirmations.
  • Participate in special projects related to internal sales campaigns.

Skills

Communication skills
Excel
CRM platforms
Fluent English

Education

Bachelor’s degree or equivalent experience in business, sales support, or a related field

Tools

Salesforce

Job description

Empower LLC in Manila is seeking an Analyst Sales Support to empower our internal sales team and field partners, delivering tactical support throughout the sales cycle and ensuring a seamless experience for clients.

You will handle onboarding, reporting, pricing, and documentation, collaborate with underwriting and implementation, and keep Salesforce documentation accurate while coordinating cross-functionally to move plans to completion.

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