Growth Support Analyst, SBR

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

About Ascensus

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.

Core 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
  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 driven environment
• 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

• Associate's Degree in business related field
• Bilingual in English and Spanish
• Financial Industry experience
• Be aware of employment fraud

What makes any career at Ascensus so rewarding?

• Collaborative, idea‑sharing environment
• Professional Development with in‑house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable‑giving programs
• Business casual dress

All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses.

We will never ask you for payment or require you to purchase any equipment.