Deal Desk Analyst I - Retirement Services (RS)

Deal Desk Analyst I Retirement Services

This is a highly customer centric, engaging, and instrumental role in driving early-stage customer success within the Retirement Services organization. We are seeking an individual who has high energy, likes to win, thrives where things move fast, and deadlines must be hit without exception. You will serve as a trusted advisor to Sales teams and work directly with SMB clients in their post-sales onboarding process and smooth transition to ADP.

Responsibilities :

• The analyst will act as a "one-stop-shop" for the Sales team and work collaboratively with Service organizations to ensure prioritized deals are executed with both velocity and accuracy, so that the Sales team can focus on generating new business.
• Responsibilities include structuring Retirement Services deals in the CRM, performing due-diligence and analysis of customer onboarding requirements, handling of sensitive information, asset transfers, document reviews, participant allocation, knowledge of federal / state / local guidelines, and more.
• Act as the primary contact for clients to answer questions regarding their transition / onboarding process to ADP's Retirement Services plan.
• Manage and analyze data at both client and deal level that ensures accuracy and compliance with Sales and Implementation policies / procedures.
• Developing tools / calculators that simplify capturing and reporting of transition requirements.
• Provide a seamless and efficient, one-stop Concierge-style service for onboarding clients from sale to start.
• Work with a sense of urgency and quickly root cause issues into process, policy, system, data and engage with functional owners to resolve.
• Ensure smooth and successful hand-off of customer to Service organization.
• Cultivate strong partnerships with your peers in cross-functional teams (Sales, Implementation, Clients) to ensure Sales to Implementation cycle is efficient and seamless.
• Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience.

Qualifications Required :