Growth Operations & Sales Analytics Specialist

Ascensus; Wisconsin; Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Tuition reimbursement

Professional development

Job summary

Ascensus seeks a Growth Team Support Specialist to provide task-centric administrative support in a cross-functional environment. You will assist with plan illustrations, proposals, fee comparisons and document changes for 401(k) sales, while documenting client-directed changes and maintaining CRM records.

Responsibilities include coordinating communications with partners and clients, preparing mailings, generating reports, and supporting events and team activities to drive sales strategy.

Qualifications

• High school diploma or equivalent.
• 2 years of experience in a customer services, admninistrative or sales role.
• Experience with Microsoft Excel, Word and Outlook.
• Accountable and detail oriented with strong analytical and multitasking abilities.
• Strong professional communication etiquette.

Responsibilities

• Handle day-to-day tasks for 401(k) plan sales, including plan illustrations, proposals, fee comparisons and document changes.
• Review and document changes directed by clients and internal team.
• Develop and apply growing product and process knowledge to meet growth team needs.
• Communicate with partners, clients, and internal teams to identify and resolve issues.
• Prepare outgoing mail and packages via UPS or FedEx.
• Maintain CRM, generate reports for Sales, Marketing and Leadership.
• Coordinate complex activities such as meetings, webinars, events.
• Create and maintain Sales Team procedures.

Skills

CRM proficiency

Excel proficiency

Strong communication

Team player

Education

High school diploma

Associate degree

Tools

Salesforce

Job description

Ascensus seeks a Growth Team Support Specialist to provide task-centric administrative support in a cross-functional environment. You will assist with plan illustrations, proposals, fee comparisons and document changes for 401(k) sales, while documenting client-directed changes and maintaining CRM records.

Responsibilities include coordinating communications with partners and clients, preparing mailings, generating reports, and supporting events and team activities to drive sales strategy.