Business Operations & Sales Associate

ExtensisHR • Ann Arbor, MI

2d • Hybrid

About The Position

RPG Consultants is seeking a Business Operations & Sales Associate to support the day-to-day execution and continuous improvement of sales and business operations. This is an early-career role for a motivated individual interested in learning how a small business operates. Initially, the role will focus on sales operations, marketing, and administrative processes, with opportunities to expand into broader projects involving data, technology, and process improvement. The ideal candidate is proactive, asks questions, takes ownership, and seeks to improve processes, with the opportunity to work directly with leadership and grow responsibilities.

Requirements

• Initiative and ownership: Identify what needs to happen next, follow through on commitments, and do not require constant prompting.
• Curiosity and problem-solving ability: Ask good questions, investigate issues, and are interested in improving how work gets done.
• Attention to detail: Produce accurate work and check your own output, particularly when it is client-facing.
• Strong communication skills: Ability to communicate clearly and professionally in writing and conversation both internally and externally to clients/partners.
• Analytical and technical aptitude: Comfortable with Excel, business data, and learning unfamiliar software and technology.
• Coachability and desire to grow: Actively seek feedback, learn quickly, and want responsibilities to grow as capabilities develop.
• Interest in AI and automation: Curious about using emerging tools to improve business processes and willing to experiment thoughtfully.
• No retirement plan industry experience required.
• 0-2 years of professional experience preferred, including internships.
• Bachelor’s degree required.

Nice To Haves

• Previous experience in sales, operations, marketing, or a similar environment is a plus.
• Experience with CRM systems.
• Experience with WordPress.
• Experience with Zapier or other automation tools.
• Experience with Power BI, KNIME, Alteryx or other data tools.
• Experience with Canva or similar design tools.
• SEO familiarity.
• AI tools beyond basic prompting.

Responsibilities

• Manage sales proposals and contracts, CRM activity, follow-ups, and other recurring sales workflows.
• Work with the Strategic Development Manager on prospecting, including research, target lists, LinkedIn outreach, and follow-up.
• Help execute advisor and business-owner outreach campaigns and track results.
• Create and update sales and marketing materials, including presentations, onepagers, brochures, and email content.
• Maintain RPG’s website and support LinkedIn and other digital marketing efforts.
• Support data, technology, and process-improvement projects across RPG.
• Research tools, vendors, and potential solutions to business problems.
• Use AI, automation, and tools such as Zapier to improve recurring workflows.
• Support data analysis using Excel and other analytics tools.
• Manage recurring administrative workflows and incoming inquiries that support RPG’s sales and business operations.
• As experience develops, take increasing ownership of sales processes and contribute ideas to improve RPG’s operations.

Benefits

• Broad exposure and meaningful responsibility from the start.
• Opportunity to work directly with RPG’s leadership team.
• Visibility into decision-making and how different parts of the business work together.
• Opportunities to take ownership of processes, propose new ideas, and work on increasingly complex projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level