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reputed company Support Analyst, SBR

Remote, USA Full-time Posted 2026-07-28
reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. Job reputed company Creates a reputed company customer experience in a cross-functional environment while providing task-reputed company, administrative support to the reputed company team. Competencies: • Team reputed company • Customer/reputed company reputed company • Personal Credibility • reputed company Learning • Analytical reputed company reputed company Responsibilities: • Responsible for accurate and reputed company 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 reputed company 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 reputed company team reputed company reputed company or reputed company • 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.) reputed company reputed company, 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 reputed company 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 reputed company 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 reputed company • Provides back-up to the reputed company Support Specialist as needed Job Requirements: • Regular attendance and punctuality • Ability to work autonomously or as part of reputed company • Ability to work in a fast-paced, change driven environment • Adherence to reputed company 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 reputed company reputed company, Word and reputed company • Accountable and detail oriented, with strong analytical, multitasking and mathematical abilities • Strong reputed company communication technique and etiquette Preferred Qualifications: • Associates Degree in business reputed company field • Bilingual in English and Spanish • Financial Industry experience Be reputed company of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.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. Apply tot his job Apply To this Job

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