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reputed company Support Analyst, SBR

Remote, USA Full-time Posted 2026-08-04
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, 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  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 To This Job

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