Growth Support Analyst - CRM & Sales Analytics

Ascensus; Wisconsin; Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Professional development

Tuition reimbursement

Paid time off

Health benefits

401(k) match and college savings

Volunteer and charitable programs

Job summary

Ascensus is seeking an organized, client-focused professional to support the Growth team. The role provides task-centric administrative assistance in a cross-functional environment, helping drive the customer experience and growth initiatives.

Key duties include handling 401(k) plan sales tasks, maintaining CRM reports, coordinating events, and ensuring timely documentation and communication with clients and partners.

Qualifications

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

Responsibilities

• Complete day-to-day tasks for 401(k) plan sales, including illustrations, proposals, fee comparisons and document change requests.
• Reviews and accurately documents changes directed by clients and internal team.
• Develops growing product and process knowledge to meet growth team needs and industry standards.
• Maintains CRM and regularly generates reports for the Sales team, Marketing and Leadership.
• Supports scheduling, organizing, and coordinating complex activities and events.

Skills

Team Success

Customer/Client Focus

Personal Credibility

Applied Learning

Analytical Agility

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Ascensus is seeking an organized, client-focused professional to support the Growth team. The role provides task-centric administrative assistance in a cross-functional environment, helping drive the customer experience and growth initiatives.

Key duties include handling 401(k) plan sales tasks, maintaining CRM reports, coordinating events, and ensuring timely documentation and communication with clients and partners.