🛠 Tech Stack

💼 About This Role

You'll support the retirement sales team by managing CRM data and generating insights. Your work will streamline sales processes and enhance client onboarding efficiency. You'll collaborate across departments to improve sales reporting accuracy.

🎯 What You'll Do

• Maintain and update CRM records for accuracy
• Generate sales reports and analyze performance metrics
• Coordinate with teams to streamline onboarding processes
• Assist in preparing materials for client presentations

📋 Requirements

• 2-4 years of experience in sales operations or related
• Proficiency in CRM software like Salesforce
• Bachelor's degree in Business or related field

✨ Nice to Have

• Experience in financial services
• Power BI or data visualization skills

🎁 Benefits & Perks

• 🏥 Medical, dental, vision insurance
• 📈 401(k) matching up to 6%
• 🏖️ Generous PTO and paid holidays
• 📚 Tuition reimbursement program