Produce, analyze, and quality-control client-facing sales reports (TCA, TDF suitability, etc.). Deliver timely, accurate analytics to support sales, maintain reporting templates and QC processes, transpose plan/participant data, collaborate with sales and investment teams, and continuously improve reporting and procedures.
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.
- 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.
- Collaborate cross-functionally with sales and investment oversight teams to validate and maintain current fund information ensuring final report materials remain accurate.
- 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.
Base Pay Range*
$55,000-$75,000
*This base pay range is subject to change and may be modified in the future.
The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting. Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands. Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
· Be an integral part of an early-stage, high-growth organization!
· Hybrid work environment
· Competitive compensation package including 401(k) with elective and non-elective match opportunities
· Lifestyle spending allowance program
· Medical, Dental, Vision Insurance
· Employer-paid life and disability insurance
· Generous paid time off program
Company Background
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $300 billion in CIT assets under management, across more than 900 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
Accommodation Statement
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [email protected]
Top Skills
Microsoft Excel,Salesforce
Great Gray Trust Company Boston, Massachusetts, USA Office
53 State St, Boston, Massachusetts, United States, 02109
Similar Jobs
Marketing Tech • Chemical
Coordinate vendor support and manage price support processes. Ensure vendor compliance and oversee inventory reconciliation. Provide administrative assistance to supply chain management.
Top Skills:
BusExcelMS OfficeWord
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
Manage and grow relationships with existing Cox Business clients through consultative selling, upselling and cross-selling cloud, managed services, data and connectivity solutions; maintain pipeline, forecasts, and renewals; prospect for new business as needed.
Top Skills:
Windows,Microsoft Office,Crm,Cloud
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Design, build, and maintain secure, scalable SecOps platforms using C++, Rust, and scripting. Implement CI/CD and DevOps practices, integrate systems via APIs/webhooks and AI-driven tools, architect cloud (AWS/Azure/GCP) environments, optimize Linux/kernel configurations, automate infrastructure, and collaborate with SecOps on monitoring, detection, and response to protect enterprise assets.
Top Skills:
Scripting Languages,C++,Rust,Linux,Linux Kernel,Aws,Azure,Gcp,Apis,Webhooks,Ci/Cd,Devops,Ai-Driven Tools
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
