Familiarity with dashboard creation and design in order to display accurate data in a user-friendly format with the tools currently used, either Power. Bi, Salesforce (Analytics Studio/ Tableau), Excel Maintainance of the Sales databases. Ensure reports are available and up to date within the reporting framework i.e., Power. BI, Salesforce et al. Disseminate reporting to various teams as needed Play an active role within the Sales Administration Department, including working on projects or deliv... more details
Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales team.
The position is responsible for creating and managing Sales reporting. Primarily related to Budgeting and Incentive Compensation programs. Will provide key support for Field Sales, Institutional Sales and Relationship Management Teams, assisting them in achieving their annual Sales goals. Responsibilities will include managing and maintaining the Sales team's data and activity databases (Power BI, Oracle, and Salesforce). The position supports all Sales channels through the development of data analytics.
Essential Functions for this role include:
- Familiarity with dashboard creation and design in order to display accurate data in a user-friendly format with the tools currently used, either PowerBi, Salesforce (Analytics Studio/Tableau), Excel
- Maintainance of the Sales databases. Ensure reports are available and up to date within the reporting framework i.e., PowerBI, Salesforce et al. Disseminate reporting to various teams as needed
- Play an active role within the Sales Administration Department, including working on projects or deliverables for any and all channels within the Sales Division.
- Serve as a primary contact for Field Sales and Institutional Sales teams and for other divisions throughout MissionSquare. Maintain a strong professional relationship with other internal corporate departments; facilitating and managing any requests, researching and relaying any information needed for delivery and or completion of projects and or data requests for the Sales teams and Sales management.
- Handle other duties as assigned (management requests & special projects) including assisting in the development and testing of future Sales projects within Salesforce.
- Follow up with any assigned tasks in a timely and accurate manner.
If you have the following skills, we encourage you to apply:
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
- Varied incentive plans
- Flexible/Hybrid work schedules
- Wellness programs
- Tuition reimbursement
- Professional and career development courses
- Mentoring programs
- Volunteerism program
As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
