Analyst Sales Support
Core
Provide case-level support, plan onboarding, and reporting to empower internal sales teams and field partners to drive business growth.
Role type
Analyst Sales Support
Builds
Retirement plans and sales processes
Domain
Financial services / Retirement solutions
Required skills
Price quoting, opportunity tracking, sales prospecting report creation, plan onboarding coordination, proposal processing, data management, New Client Application (NCA/WRAP) facilitation, Docusign signature management
Preferred skills
Salesforce proficiency, financial services experience
Technologies
Salesforce, Microsoft Excel, Docusign
Responsibilities
Serve as sales support for internal sales representatives, coordinate plan onboarding, complete case assignments through processing proposals, produce plan pricing and research, facilitate communication between Implementation, ISD, and RSD teams, complete Salesforce documentation, partner with Core Sales for Docusign signatures
Seniority
Mid-level, hands-on IC