Growth Support Analyst: CRM & Data Enablement

Ascensus; Wisconsin; Hybrid; 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 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.