Business Operations & Sales Associate

Who We Are RPG Consultants is a third-generation, family-led retirement plan administration and recordkeeping firm with a strong tradition of personal service and long-standing client relationships. The firm takes a hands-on, consultative approach, working closely with clients as a trusted partner rather than simply a traditional back-office provider. Who You Are We are hiring a Business Operations & Sales Associate to join our team and support both the day-to-day execution and continued improvement of our sales and broader business operations. This is an early-career role for someone who is highly capable, curious, and interested in learning how a small business operates. Initially, the role will take ownership of many of RPG’s day-to-day sales operations, marketing, and administrative processes. Over time, the role will expand to include broader projects involving data, technology, process improvement, and other areas of the business. We are not looking for someone who simply waits for tasks to be assigned. We want someone who asks good questions, figures things out, takes ownership of their work, and looks for ways to make processes better. The right person will have the opportunity to work directly with RPG’s leadership team, learn how the business operates, and take on increasing responsibility as their skills and understanding develop. What You'll Do Manage sales proposals and contracts, CRM activity, follow-ups, and other recurring sales workflows. Work with the Strategic Development Manager on prospecting, including research, target lists, LinkedIn outreach, and follow-up. Help execute advisor and business-owner outreach campaigns and track results. Create and update sales and marketing materials, including presentations, onepagers, brochures, and email content. Maintain RPG’s website and support LinkedIn and other digital marketing efforts. Support data, technology, and process-improvement projects across RPG. Research tools, vendors, and potential solutions to business problems. Use AI, automation, and tools such as Zapier to improve recurring workflows. Support data analysis using Excel and other analytics tools. Manage recurring administrative workflows and incoming inquiries that support RPG’s sales and business operations. As experience develops, take increasing ownership of sales processes and contribute ideas to improve RPG’s operations. What You Bring What We Are Looking For Initiative and ownership. You identify what needs to happen next, follow through on commitments, and do not require constant prompting Curiosity and problem-solving ability. You ask good questions, investigate issues, and are interested in improving how work gets done Attention to detail . You produce accurate work and check your own output, particularly when it is client-facing Strong communication skills . You can communicate clearly and professionally in writing and conversation both internally and externally…