The Analyst Sales Support plays a vital role in empowering our internal sales team and field partners to drive business growth
Job Summary
The Analyst Sales Support plays a vital role in empowering our internal sales team and field partners to drive business growth.
This role combines business support and operational execution to ensure a seamless experience for our clients and internal partners.
We have a flexible work environment, and fluid career paths, and celebrate internal mobility while fostering purpose, well-being, and work-life balance.
Matching Summary
The Analyst Sales Support plays a vital role in empowering our internal sales team and field partners to drive business growth.
Skills & Requirements
Must-have
Salesforce CRM proficiency
Price quoting and opportunity tracking
Plan onboarding coordination
Cross-functional collaboration
Data management and documentation
Customer-first communication
Microsoft Excel proficiency
Nice-to-have
Flexible work environment
Internal mobility encouragement
Inclusive and welcoming culture
Volunteer community involvement
Special projects participation
Key Requirements
Bachelor’s degree or equivalent experience
2+ years sales support or client service experience
Experience in financial services or retirement solutions preferred