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.
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 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
Be aware of employment fraud. 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. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Top Skills
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
