Sales Support Analyst

The Sales Support Analyst 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. This role provides case-level support, plan onboarding, and reporting, and will collaborate cross-functionally.

What you will do

Sales and Partner Support

• Serve as sales support for internal sales representatives, offering tactical support throughout the sales process
• Provide day-to-day case-level service, including Price quoting, opportunity tracking (through the use of Sales Force) and sales prospecting report creation

Operational Excellence

• Coordinate plan onboarding and ensure documentation is complete and compliant
• Partner closely with underwriting and implementation teams to ensure smooth execution of retirement plan needs
• Complete case assignments through processing proposals and paperwork, ensuring excellence in data management and communicating between internal departments using Sales Force and ownership of tasks
• Produce plan pricing and plan research
• Partner with Internal Sales Director (ISD) and Regional Sales Director (RSD) teams to begin, and see through to completion, the New Client Application (NCA or WRAP) process
• Direct communication with ISD and RSD to review and collect required documents, ensuring completeness for providing to Implementation in good working order
• Facilitate communication between Implementation, ISD, and RSD to address any questions/changes to ensure new plans are moving through the implementation process efficiently
• Completion of Salesforce documentation with minimal errors
• Partners with Core Sales to send and obtain Docusign signatures for confirmation of sale
• Participate in special projects related to internal sales campaigns

What you will bring

• Bachelor's degree or equivalent experience in business, sales support, or a related field
• 2+ years of experience in a sales support, client service, or operations capacity—preferably in financial services or retirement solutions
• Strong communication skills with a customer-first attitude
• Proficient in Microsoft Excel and CRM platforms (Salesforce experience a plus)
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment
• Fluent English