Deal Desk Analyst I - Retirement Services (RS)

ADP•Maitland, FL

44d•Hybrid

About The Position

ADP is hiring a Deal Desk Analyst I - Retirement Services (RS) within our Commercial Operations Center of Excellence (CoE) This is a hybrid role based out of our Maitland, FL office. Qualified candidates must live within commutable distance to this location. This is a highly customer centric, engaging, and instrumental role in driving early-stage customer success within the Retirement Services (RS) organization. We are seeking an individual who has high energy, likes to win, thrives where things move fast, and deadlines must be hit without exception. You will serve as a trusted advisor to Sales teams and work directly with SMB clients in their post-sales onboarding process and smooth transition to ADP.

Requirements

At least 3-5 years of business operations, customer operations, sales operations experience or systems integration environment.
Prior experience in customer success/customer onboarding operations are a plus.
Experience or familiarity in the Retirement Services industry.

Nice To Haves

Ownership mindset, making the customer top priority, curiosity, and high ethical standards.
Comprehensive understanding of competitive advantages and disadvantages of ADP Retirement Products.
Excellent interpersonal and relationship management skills.
Excellent written and verbal communication skills, along with organizational and time management.
Strong Excel, Sales Enablement Tools (CRM, GONG, Seismic, etc.), MSWord and PowerPoint skills.
Meticulous with strong analytical skills and judgement/decision-making ability.
Ability to work in a fast-paced, performance-based environment and meet deadlines.
Work independently and proactively drives issues to resolution.

Responsibilities

The analyst will act as a "one-stop-shop" for the Sales team and work collaboratively with Service organizations to ensure prioritized deals are executed with both velocity and accuracy, so that the Sales team can focus on generating new business.
Responsibilities include structuring Retirement Services deals in the CRM, performing due-diligence and analysis of customer onboarding requirements, handling of sensitive information, asset transfers, document reviews, participant allocation, knowledge of federal/state/local guidelines, and more.
Act as the primary contact for clients to answer questions regarding their transition/onboarding process to ADP's Retirement Services plan.
Manage and analyze data at both client and deal level that ensures accuracy and compliance with Sales and Implementation policies/procedures.
Developing tools/calculators that simplify capturing and the reporting of transition requirements.
Provide a seamless and efficient, one-stop Concierge-style service for onboarding clients from sale to start.
Work with a sense of urgency and quickly root cause issues into process, policy, system, data and engage with functional owners to resolve.
Ensure smooth and successful hand-off of customer to Service organization.
Cultivate strong partnerships with your peers in cross-functional teams (Sales, Implementation, Clients) to ensure the Sales to Implementation cycle is efficient and seamless.
Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience.