Sales Support Specialist

TEKsystems•Happy Valley, OR

8d•$20 - $25•Remote

About The Position

Are you ready to launch your career in financial services with a role that blends analytics, strategy, collaboration, and real business impact? Join our dynamic team as a Sales Analyst, where you’ll support a high-performing sales organization, influence key decision-making, and help drive growth in the retirement plans business. This is an excellent opportunity for someone who enjoys problem‑solving, building relationships, and managing a fast-paced workload while learning the ins and outs of retirement plan solutions. As a Sales Analyst, you’ll be a strategic partner to Retirement Plan Consultants and internal stakeholders. Your work will support sales opportunities, inform decision‑making, and ensure that new clients experience a seamless onboarding process.

Requirements

Strong verbal and written communication skills
Excellent customer service, negotiation, and interpersonal abilities
Ability to work independently, manage time effectively, and prioritize competing deadlines
Basic mentoring mindset and ability to provide constructive feedback when supporting peers
Understanding of sales principles, marketing strategies, and product positioning
High school diploma or equivalent required

Nice To Haves

Experience in financial services preferred—especially retirement plans or investment brokerage
Familiarity with securities, retirement plans sales, or plan administration is a plus

Responsibilities

Coordinate proposal responses, including pricing, generation, and quality assurance
Support smooth onboarding for new plans by preparing accurate new business paperwork
Run coordinated marketing and travel email campaigns in partnership with Communications and Sales teams
Draft and review RFP responses that highlight our differentiated value proposition
Maintain CRM data to keep partner insights current and actionable
Build and maintain a database of competitor pricing and capabilities