Deal Desk Analyst I - Retirement Services (RS)

ADP • Maitland, FL

418d • Hybrid

About The Position

The Deal Desk Analyst I - Retirement Services (RS) at ADP plays a crucial role in ensuring customer success during the onboarding process for SMB clients. This hybrid position requires a high-energy individual who thrives in a fast-paced environment, acting as a trusted advisor to Sales teams and facilitating smooth transitions to ADP's Retirement Services. The role emphasizes collaboration, customer-centric service, and adherence to company values while managing sensitive information and ensuring compliance with policies.

Requirements

• At least 3-5 years of business operations, customer operations, or sales operations experience.
• Experience in customer success or onboarding operations is a plus.
• Familiarity with the Retirement Services industry is preferred.
• Strong Excel skills and proficiency in Sales Enablement Tools (CRM, GONG, Seismic, etc.).
• Excellent interpersonal and relationship management skills.
• Strong written and verbal communication skills, along with organizational and time management abilities.
• Detail-oriented with strong analytical skills and decision-making ability.
• Ability to work independently and proactively drive issues to resolution.

Nice To Haves

• Knowledge of HR and Payroll industry tools and best practices.
• Ownership mindset with a focus on customer priority.
• Curiosity and high ethical standards.
• Ability to work in a fast-paced, performance-based environment.

Responsibilities

• Act as a primary contact for clients during their transition to ADP's Retirement Services plan.
• Structure Retirement Services deals and perform due diligence on customer onboarding requirements.
• Handle sensitive information, asset transfers, document reviews, and participant allocation.
• Manage and analyze data at both client and deal levels to ensure accuracy and compliance with Sales and Implementation policies.
• Develop tools and calculators to simplify capturing and reporting of transition requirements.
• Provide a seamless, one-stop Concierge-style service for onboarding clients from sale to start.
• Work with urgency to root cause issues and engage with functional owners to resolve them.
• Ensure smooth hand-off of customers to the Service organization.
• Cultivate strong partnerships with cross-functional teams to ensure an efficient Sales to Implementation cycle.
• Provide recommendations to ADP leadership on best practices and training based on client input.

Benefits

• Health insurance
• 401k retirement plan
• Paid holidays
• Flexible scheduling
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree