EPITEC · 2 days ago
Sales Analyst II
United States
Contract
Remote
Entry, Mid Level
1+ years expEPITEC is seeking a Sales Analyst to support their sales team by performing research, planning events, and acting as a liaison between Retirement Plan Consultants and internal partners. The role involves coordinating proposal responses, assisting in new plan onboarding, and maintaining databases to drive marketing and sales activities.
Information TechnologyStaffing Agency
Responsibilities
Coordinate proposal responses including pricing, proposal generation, fulfillment and quality control
Assist in the onboarding of new plans through the accurate completion of new business paperwork to ensure a seamless transition of sold plans to the New Business team
Coordinate marketing and travel email campaigns with Sr, Communications Manager, Internal Retirement Plan Consultant and Retirement Plan Consultant to ensure effective and well-coordinated marketing and sales activity increasing channel partner engagement
Draft and review RFP response to ensure timely, accurate and well-crafted responses that effectively emphasizes the differentiated value proposition of the company
Maintain CRM database of channel partners to ensure accurate and up-to-date information to better inform and drive marketing and sales activity
Populate and maintain database of competitor pricing and capabilities
Qualification
Required
Verbal and written communication skills, negotiation skills, customer service and interpersonal skills
Ability to work independently and manage one's time
Basic mentoring skills necessary to provide support and constructive performance feedback
Knowledge of principles and methods for showing, promoting, and selling products or services
Bachelor's degree required
1-5 Years' Experience
Preferred
Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment
Prefer some experience with securities or retirement plans sales
Company
EPITEC
Epitec is a premier technology services and professional staffing company.
1001-5000 employees
H1B Sponsorship
EPITEC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (189)
2024 (148)
2023 (154)
2022 (266)
2021 (203)
2020 (172)
Funding
Current Stage
Late StageLeadership Team
Mark Ruma
Chief Operating Officer (COO)
Company data provided by crunchbase