Growth Support Analyst

Job not on LinkedIn

🔥 1 minute ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📞 Support Engineer

🚫👨‍🎓 No degree required

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Ascensus

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2000

💼 Consulting

🛡️ Insurance

💸 Finance

💰 Secondary Market on 2019-02

Consulting • Insurance • Finance

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

📋 Description

• Complete day-to-day tasks associated with 401(k) plan sales, including plan illustrations, proposals, fee comparisons, and document change requests • Review and accurately document changes directed by clients and internal teams • Develop and apply product and process knowledge to anticipate and meet growth team needs and industry standards • Communicate with partners, clients, and internal and external customers to identify and resolve issues • Prepare outgoing mail and packages for the Growth team via UPS or FedEx • Provide professional, personalized customer service through mail, email, and telephone • Maintain extensive working knowledge of the sales CRM and generate reports for Sales, Marketing, Senior Leadership, and other departments • Schedule, organize, and coordinate presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations, and other events • Create and maintain Sales Team procedures • Manage and maintain the CRM alongside the Salesforce Administrator • Manage key sales applications, including configuration, operation, and integration of sales software • Lead marketing data and analytics efforts to support sales strategy • Provide backup to the Growth Support Specialist as needed

🎯 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 • High school diploma or equivalent • 2 years of experience working in a customer service, administrative, or sales role • Experience with Microsoft Excel, Word, and Outlook • Detail-oriented, accountable, analytical, multitasking, and mathematical abilities • Strong professional communication technique and etiquette • Associate degree in a business-related field preferred • Bilingual in English and Spanish preferred • Financial industry experience preferred