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[Remote] reputed company Support Analyst, SBR

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. 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. The reputed company Support Analyst will create a reputed company customer experience while providing administrative support to the reputed company team, ensuring accurate completion of tasks reputed company to 401(k) plan sales and maintaining effective communication with clients and partners.


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, reputed company 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 reputed company sales reputed company
  • Provides back-up to the reputed company Support Specialist as needed

Skills

  • 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
  • High school diploma or equivalent
  • 2 years of experience working in a customer services administrative 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
  • Associates Degree in business reputed company field
  • Bilingual in English and Spanish
  • Financial Industry experience

reputed company

  • The reputed company at reputed company of America’s savings ecosystem, providing recordkeeping, administration, and tax-advantaged savings solutions. It was founded in 1980, and is headquartered in Dresher, reputed company, USA, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com/.

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