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Description:

Basic Function: Under general guidance of supervisor, perform the following tasks:

• Salesforce portal administration
• Salesforce management (workspaces, public folder/advisor portal management, client notification etc.) related activities
• Advisors Portal (AOL) account issues (setup, password reset), AOL management of client accounts etc.
• Disclosure letters (in coordination w/ RC Support Lead, Duane and Shilpa)
• Coordinate on emails to NAM RC subscribers
• Maintain appropriate details re: closed NAM RC opportunities on a monthly basis
• Send weekly emails (re: proof of delivery under NAM RC product) to Kris Bonsignore & Revenue Assurance team
• Review and confirm (if requested) monthly reporting delivered by Kris Bonsignore
• Respond to questions/emails from Kris Bonsignore & Revenue Assurance team re: closed opportunities

Complexity of Tasks:

• Ability to communicate effectively with internal and external stakeholders. Work is subject to general overview to ensure quality.

Qualifications:

• Bachelor's Degree in engineering, business or related field and 2 to 5 years of experience; alternatively, a special combination of education and experience and/or demonstrated accomplishments.