Growth Support Analyst

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 whileproviding task-centric, administrative support to the growth team. 

Competencies: 

• Team Success 

• Customer/Client Focus 

• Personal Credibility 

• Applied Learning 

• Analytical Agility 

Core Responsibilities: 

• Responsibleforaccurate andtimely completionofday-to-day tasks associated with 401(k) plan sales, includingbut 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 effectivelyanticipate and meet growth team needs and industry standards 

• Communicates effectively with partners, clients, external and internal customerstoidentify and resolve issues including but not limited to training and procedural gaps andassists in resolving withappropriate resource(s) 

• Prepares outgoing mail and outgoing packages for Growth team viaUPS or FedEx 

• Approaches every customer contact either by mail, email, or telephone as a personal opportunity to: 1.) Demonstrate the valuePAi brings to the relationship and 2.)Provide professional, personalized service to the customer that exceeds expectations 

• Maintains extensive working knowledge of salesCRM, regularly generating reports for the Sales team, Marketing, Senior Leadership Team, and other departments as needed 

• Assists with scheduling,organizing, andcoordinating complex activities such asteam presentations, communications,conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations, and other events 

• Creates andmaintains Sales Team procedures 

• Manages andmaintains 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 withthe SalesManagerand Marketing Team to drive sales strategy 

• Providesback-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 experienceworking in a customer services admirative or sales role 

• Experience working with Microsoft Excel,Word and Outlook 

• Accountable and detail oriented, with strong analytical,multitaskingand mathematical abilities 

• Strong professional communication technique and etiquette 

Preferred Qualifications: 

• Associates Degree in business related field 

• Bilingual in English and Spanish 

• Financial Industry experience 

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