Growth Support Analyst, SBR

• 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 and 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:

• Associates Degree in business related field

• Bilingual in English and Spanish

• Financial Industry experience