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Sales Analyst
Sales AnalystTEKsystems • Portland,OR,97086,USA
Sales Analyst

Sales Analyst

TEKsystems • Portland,OR,97086,USA
6 days ago
Job type
  • Full-time
Job description

Sales Analyst

Are you energized by fast‑paced work, relationship building, and supporting a team that empowers retirement readiness for clients nationwide? Join us as a Sales Analyst and play a key role in coordinating proposal activity, strengthening internal and external partnerships, and driving effective sales and marketing efforts within our Retirement Plans organization.

What You’ll Do

Proposal Management

You’ll be at the heart of our proposal process—applying underwriting knowledge and sound business judgment to recommend plan designs, product options, and census requirements. Your work directly shapes the quality and competitiveness of new and in-force proposals.

Relationship Building

Work closely with producers, underwriters, sales representatives, and account managers. You’ll build strong, reliable relationships that help the sales process move smoothly and efficiently.

Workload Management

Handle a high-volume workload—approximately 100 proposals per month during peak periods—while maintaining exceptional accuracy and organization.

Training & Development

Engage in role-specific training that strengthens your skills and supports your career growth.

Key Responsibilities

  • Coordinate proposal responses, including pricing, proposal generation, fulfillment, and quality checks.
  • Support onboarding of new plans by completing and reviewing new business documentation for a seamless transition to the New Business team.
  • Collaborate on marketing and travel email campaigns with the communications team and retirement plan consultants to drive channel partner engagement.
  • Draft and refine RFP responses that clearly communicate our value and capabilities.
  • Maintain a CRM database of channel partners to support informed sales and marketing strategies.
  • Build and maintain a database of competitor pricing and capabilities to strengthen market insights.

What You Bring

  • Strong verbal and written communication skills, excellent customer service, and the ability to build collaborative professional relationships.
  • Confident time-management and the ability to work independently.
  • Basic mentoring skills with an interest in helping others grow.
  • Knowledge of sales principles and tactics for promoting financial products or services.
  • Education & Experience

  • Bachelor’s degree required.
  • Experience in financial services preferred—especially retirement plans, investment brokerage, or securities-related environments.
  • 0–2 years of experience; great fit for early-career professionals passionate about retirement solutions and sales support.
  • Job Type & Location

    This is a Contract position based out of Portland, OR.

    Pay and Benefits

    The pay range for this position is $ - $

    Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off / Leave (PTO, Vacation or Sick Leave)
  • Workplace Type

    This is a fully remote position.

    Application Deadline

    This position is anticipated to close on Feb 13, 2026.

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    About TEKsystems :

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    About TEKsystems and TEKsystems Global Services

    We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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    Sales Analyst • Portland,OR,97086,USA

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