Why Great Gray?
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
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.
Location
This position will work from our Las Vegas, NV or Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
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.
- Cultivate strong day-to-day communication and flexibility in work style to promote team success and meet group metrics.
- Collaborate cross-functionally with sales and investment oversight teams to validate and maintain current fund information ensuring final report materials remain accurate.
- 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.
- Understand and apply compliance regulations to report templates and processes as directed by the Compliance team.
- Support cross-functional team discussions to identify improvements to fund data sources and procedural efficiencies.
- Reference and maintain training materials and guides to ensure up-to-date procedures and accurate data.
- Complete other related duties as assigned.
Qualifications & Experience
- 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.
