Sales Support Analyst

Boston, MA 02116

Posted: 11/16/2018 Employment Type: Contract to Perm Specialty: Sales & Marketing Job Number: 82481

A top financial service company in Boston, MA is seeking a Sales Support Analyst to join their team. In this contract-to-hire role, you will work with and support the planning team in the acquisition of new customers and assist existing customers with their financial goals. As the Sales Support Analyst, you will work on execution of work flows and help build efficiencies that will lead to increased customer success for the team. Apply today!

Responsibilities for the Sales Support Analyst:
  • Assist with managing inbound customer leads with financial planning team
  • Initiate outbound calls to schedule appointments with customers who are interested in financial planning
  • Qualify new client leads through pre-established guidelines and procedures
  • Guide customers through onboarding of their information into our financial planning portal
  • Manage and track distribution of email inquiries to planning team
  • Work closely with the CFP and Financial Consultants to the enhance the business processes
Requirements for the Sales Support Analyst:
  • Strong communications and listening skills
  • Knowledge of Microsoft Office (Outlook, Excel etc.) required; Salesforce and e-Money a plus
  • Ability to work in a dynamic, high-paced environment independently and as part of a team
  • Ability to handle fluctuating workloads and multiple priorities within set time constraints
  • Strong interest in helping people improve their financial wellbeing
  • Business experience in customer service, sales, marketing or finance
  • Experience in an advisory administrative role and/or sales environment is beneficial
  • Strong organizational skills and attention to detail
  • Ability to be flexible and exercise judgment in a changing environment
  • Must be eligible to work in the U.S. without sponsorship                     
#TMJ

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