Growth Support Analyst

Ascensus; Wisconsin; On-site; USD 42,000 - 66,000; Full time

Job summary

Ascensus is seeking a Growth Team Administrative Support Specialist to enhance customer experience and support the growth team in a cross-functional setting. This role focuses on task-centric administrative duties to backstop the growth initiatives.

You will handle plan illustrations, proposals, document changes, CRM reporting, mailings, and event coordination while maintaining strong client communications and ensuring accuracy and efficiency across processes.

Qualifications

• High school diploma or equivalent required.
• 2 years of experience in a customer services administrative or sales role.
• Experience with Microsoft Excel, Word and Outlook.
• Analytical, multitasking and mathematical abilities; detail oriented.
• Strong professional communication technique and etiquette.

Responsibilities

• Complete 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.
• Maintain knowledge to meet growth team needs and industry standards.
• Communicate with partners, clients, external and internal customers to identify and resolve issues.
• Prepare outgoing mail and packages for Growth team via UPS or FedEx.
• Engage customers via mail, email, or telephone to demonstrate value and provide personalized service.
• Maintain sales CRM and generate reports for Sales, Marketing, and Leadership.
• Assist with scheduling and coordinating meetings, webinars, and events.
• Create and maintain Sales Team procedures.
• Manage CRM alongside Salesforce Administrator.
• Manage sales applications configuration and integration of sales software.
• Lead marketing data and analytics efforts with Sales and Marketing to drive strategy.
• Provide back-up to Growth Support Specialist as needed.

Skills

Team Success

Customer/Client Focus

Personal Credibility

Applied Learning

Analytical Agility

Education

High school diploma or equivalent

Associates Degree in business related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

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 while 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
• Reviews and accurately documents changes directed 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 for Growth team via UPS or FedEx
• Approaches 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, organizing, and coordinating complex activities such as team presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations, and other events
• Creates 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 drivenenvironment
• 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 detail 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