Job Opportunities API

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 w hile 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 • Review s and accurately document s changes direct ed 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 f or Growth team via UPS or FedEx • A pproaches 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, organiz ing , and coordinating complex activities such as team presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities , celebrations, and other events • C reates 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 d etail 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.