Deal Desk Analyst I - Retirement Services (RS)

ADP • Maitland, FL

411d • Hybrid

About The Position

The Deal Desk Analyst - Retirement Services at ADP plays a crucial role in ensuring customer success during the onboarding process for SMB clients. This position is highly customer-centric, requiring a proactive approach to manage and streamline the transition to ADP's Retirement Services. The analyst will collaborate with Sales and Service teams to execute prioritized deals efficiently and accurately, acting as a trusted advisor throughout the process.

Requirements

• 3-5 years of experience in business operations, customer operations, sales operations, or systems integration environment.
• Prior experience in customer success or customer onboarding operations is a plus.
• Familiarity with the Retirement Services industry.

Nice To Haves

• Ownership mindset with a focus on customer priority.
• Excellent interpersonal and relationship management skills.
• Strong written and verbal communication skills, along with organizational and time management abilities.
• Proficiency in Excel, Sales Enablement Tools (CRM, GONG, Seismic, etc.), MS Word, and PowerPoint.
• Detail-oriented with strong analytical skills and decision-making ability.
• Ability to work in a fast-paced, performance-based environment and meet deadlines.
• Proactive in driving issues to resolution independently.
• Knowledge of HR and Payroll industry tools and best practices is a plus.

Responsibilities

• Act as a one-stop-shop for Sales, collaborating with Service organizations to execute prioritized deals with velocity and accuracy.
• Structure Retirement Services deals and perform due diligence and analysis of customer onboarding requirements.
• Handle sensitive information, asset transfers, document reviews, and participant allocation while adhering to federal/state/local guidelines.
• Serve as the primary contact for clients, addressing questions regarding their transition and onboarding process to ADP's Retirement Services plan.
• Manage and analyze data at both client and deal levels to ensure accuracy and compliance with Sales and Implementation policies/procedures.
• Develop tools and calculators to simplify capturing and reporting of transition requirements.
• Provide a seamless, Concierge-style service for onboarding clients from sale to start.
• Work with urgency to root cause issues related to process, policy, system, and data, engaging with functional owners to resolve them.
• Ensure a smooth and successful hand-off of customers to the Service organization.
• Cultivate strong partnerships with peers in 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 or experience.

Benefits

• Inclusive and diverse workplace culture.
• Commitment to equal employment opportunities.
• Support for employee development and training.

What This Job Offers

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