Sales Support Coordinator

Great Gray • Boston, MA

1d • $55,000 - $75,000 • Hybrid

About The Position

Great Gray is looking to add a Sales Support Coordinator to our Revenue Operations team. This is an administrative role that is responsible for producing, analyzing, and quality-controlling key sales reports and analytics that enable our sales professionals to engage clients with data-driven insights. The Sales Support Analyst will serve as the primary point of quality control for several client-facing deliverables, including but not limited to Total Cost Analysis (TCA), Target Date Fund (TDF) comparison and suitability reports.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, or a related field.
• 2-4 years of post-graduate experience in sales support or related role. Experience within asset management or financial services is highly preferred.
• Demonstrated experience producing and quality-controlling analytical reports, with a strong attention to detail and commitment to data accuracy.
• Exposure to investment products, including target date funds, collective investment trusts (CITs), and other retirement plan investment vehicles.
• Strong analytical skills with the ability to interpret complex data sets and translate findings into clear, client-ready deliverables are a plus.
• Proficiency in Microsoft Excel and experience with data visualization or reporting tools; familiarity with CRM platforms (Salesforce) is a plus.
• Effective written and verbal communication skills to both internal and external stakeholders.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience supporting intermediary distribution channels or working with financial advisors and institutional clients is preferred.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Responsibilities

• Develop and deliver high-quality Total Cost Analysis (TCA) reports, Target Date Fund (TDF) comparisons, and other sales enablement materials with a strong emphasis on accuracy and timely turnaround.
• Serve as the primary quality control checkpoint for all client-facing sales reports and analytics, ensuring accuracy, consistency, and completeness before deliverables are distributed to sales professionals.
• Transpose plan and participant data to be displayed within Target Date Fund (TDF) suitability reports that support sales conversations.
• Provide performance data, product information, and analytical support to enable sales representatives to pursue and close new business.
• Maintain and continuously improve reporting templates, processes, and quality control procedures to enhance efficiency and output quality.
• Collaborate cross-functionally with sales and investment oversight teams to validate and maintain current fund information ensuring final report materials remain accurate.
• Complete other related duties as assigned.

Benefits

• Be an integral part of an early-stage, high-growth organization!
• Hybrid work environment
• Competitive compensation package including 401(k) with elective and non-elective match opportunities
• Lifestyle spending allowance program
• Medical, Dental, Vision Insurance
• Employer-paid life and disability insurance
• Generous paid time off program

What This Job Offers

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