• Main point of contact for sales team in coordinating client-product demos• Lead with and on behalf of other RPS Product Managers or the RPS Marketing Coordinator to organize and develop marketing/promotion campaigns and sales aids for all RPS products and services• Active participant in “Thought Leadership” initiatives which includes but is not limited to soliciting articles or white papers, completing market research, mining data, and coordinating with partners or internal teams.• Increase and improve Ascensus' presence in the industry through article distribution and research in industry-related publications, attendance and networking at industry conferences, and coordination of material development for conference speakers.• Collaborate with other Product Managers, Product Owners, and stakeholders to evaluate opportunities and mitigate challenges• Responsible for developing competitive analysis, evaluating industry trends and client demands/tolerance to determine product roadmap strategies• Work closely with the RPS Sales team to gather data and information concerning possible product development ideas for the RPS Product Management team.• Responsible for maintaining and expanding existing external partnerships within the financial institution industry while identifying, vetting, and developing new partnerships that enhance Ascensus’ market presence.• Coordinate conference and convention registrations, vet conference opportunities, make recommendations for attendance, and budget appropriately

• Foster lasting relationships and promote organic growth with external partners through value-added strategic analyses and execution of consultative solutions to further the company’s reputation as a premier provider of retirement plan services. .• Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.• Provide ownership for the resolution of issues escalated by clients and financial professionals.• Act as an internal advocate for clients and financial professionals by coordinating with internal operations departments. • Practice fundamental time management principles in providing quality customer service to partners and clients.• Participate in the sales process, including presenting at final’s presentations with Regional Vice Presidents.• Review existing book of business to identify client retention and create strategy • Compile data, track communications, escalations and offer solutions to enhance the client experience by optimizing plan design and promoting product features and services.• Conduct plan-specific pricing reviews to evaluate profitability and make recommendations for pricing adjustments where appropriate to retain at-risk clients and intermediaries.

• Consistently provided a high level of Customer Service while working in collaboration with institutional partners and communicating with a dedicated client base to address all client service issues and provide necessary research, problem solving and resolution support.• Successfully monitored and followed-up on assigned items, including seeing problems through to resolution and closure with clients.• Provided clear and concise communication, regarding overall service expectations as well as procedures and time frames, to clients related to questions that require further research and analysis.• Achieved service level goals established for each financial and institutional partner.• Practiced fundamental time management principles in providing quality customer service to partners and clients.• Responded to inquiries on the status of plan activity and proactively work with clients to meet and exceed their expectations.• Built and maintained relationships with Financial Advisors and Plan Administrators to ensure successful plan operation.• Successfully oversaw the transition of a new institutional partner consisting of over 500 in-house and 1,400 retail retirement plans to the company’s platform.• Work on multiple platforms within the organization and demonstrated the ability to adapt and provide exceptional service to clients.• Partnered with Client Relationship Managers to address any know or potential concerns and addressed them in a timely and effective manor to ensure client satisfaction.

• Consistently provided a high level of Customer Service while working in collaboration with institutional partners and communicating with a dedicated client base to address all client service issues and provide necessary research, problem solving and resolution support.• Successfully monitored and followed-up on assigned items, including seeing problems through to resolution and closure with clients.• Provided clear and concise communication, regarding overall service expectations as well as procedures and time frames, to clients related to questions that require further research and analysis.• Achieved service level goals established for each financial and institutional partner.• Practiced fundamental time management principles in providing quality customer service to partners and clients.• Responded to inquiries on the status of plan activity and proactively work with clients to meet and exceed their expectations.• Built and maintained relationships with Financial Advisors and Plan Administrators to ensure successful plan operation.• Successfully oversaw the transition of a new institutional partner consisting of over 500 in-house and 1,400 retail retirement plans to the company’s platform.• Work on multiple platforms within the organization and demonstrated the ability to adapt and provide exceptional service to clients.• Partnered with Client Relationship Managers to address any know or potential concerns and addressed them in a timely and effective manor to ensure client satisfaction.

• Coordinate placement of job opening ads, and in-house advertisement of available positions• Organize and maintain reports and listings of open positions• Schedule and conduct applicant interviews with appropriate management• Perform applicant background checks• Development and maintenance of employee job descriptions• Assist in developing and maintaining an employee orientation program• Assist with the development and maintenance of an employee handbook• Organize and maintain applicant pool• Maintain employee data base and personnel records• Assist with the administration of company benefits programs such as 401(k), health insurance deductions, and Cafeteria Plan• Partner with managers on employee review process • Coordinate preparation of information for internal or external audits regarding benefit programs or other company sponsored plans