Sales Support Coordinator
Great Gray (9 days ago)
About this role
Great Gray is seeking a Sales Support Coordinator to assist their Revenue Operations team with producing and quality-controlling sales reports and analytics. The role involves supporting the sales team with data-driven insights and reports related to investment analysis, particularly in the retirement and collective investment trust markets.
Required Skills
- Excel
- Data Visualization
- Reporting
- CRM
- Financial Analysis
About Great Gray
greatgray.comGreat Gray Trust Company is a trust firm that specializes in collective investment trusts (CITs), offering tax‑exempt retirement investment solutions for institutional retirement plans. The firm emphasizes growth‑oriented, technology‑driven innovation to streamline operations and unlock efficiencies for plan sponsors and their participants. Great Gray focuses on expanding and transforming retirement solutions through tailored CIT products designed to help clients meet long‑term retirement goals.
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