Back to jobs
New

Senior Associate, Sales Support

Hudson, Ohio

POSITION SUMMARY

The Senior Associate, Sales Support is a member of the Office of Business Development, supporting the entirety of the sales process. This role is specifically responsible for facilitating the accurate and timely completion of the donor-advised fund and investment account opening process, from initial application to funding. A qualified individual will bring strong financial industry business acumen and a professional demeanor, coupled with the ability to work cooperatively with the Office of Business Oversight team, to ensure that the account opening process meets our clients’ expectations. The Sales Support role is the client’s primary point of contact until the account is funded, available to answer questions and assist newly onboarded advisors with internal processes, use of new software, and understanding program requirements.  Additional responsibilities include responding to new business inquiries by phone and email, analysis, and reporting on sales performance to goals, and assistance with the preparation of sales meeting materials and other logistics as part of firm and advisor business plans.   

 

ESSENTIAL RESPONSIBILITIES

  1. Uses business acumen and professional expertise to facilitate the account opening process and respond to inquiries from financial advisors in a timely and accurate manner.
  2. Works closely with the Office of Business Oversight in the follow up and completion of the DAF application workflow from opening through funding.
  3. Maintains daily follow-up notes and communication on all new accounts and outstanding items throughout the new DAF process.
  4. Educates new advisors on internal processes, new software, and working with business partners.
  5. Collects data and prepares reports for the Senior Director, Sales Operations.
  6. Provides reports and analysis of sales and other performance-based measures for an assigned book of business.
  7. Evaluates processes for effectiveness and makes recommendation based on a continuous improvement mindset.
  8. Answers phone calls and emails and fields to the appropriate team.
  9. Understands the sales methodology to ensure onboarding success.
  10. Other responsibilities as assigned by the Senior Director.

 

SKILLS AND QUALIFICATIONS

  • Bachelor’s degree in sales, business administration or related field preferred
  • 3 or more years of experience working in the financial services industry
  • Ability to continuously execute deliverables and meet deadlines
  • Strong written and verbal communication skills
  • Ability to collaborate cross-functionally within own department and organization
  • Basic knowledge and experience of the sales operations function
  • Demonstrated ability to interpret GTM policies and concept application
  • Strong problem-solving, interpersonal and organizational skills

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Create a Job Alert

Interested in building your career at Ren? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

We understand that many factors go into compensation - including benefits, responsibilities, and career growth. This question simply helps us align expectations early in the process. Feel free to share a range and note if you’re open to discussion.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Ren’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.