• Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity. • Document Analysts must demonstrate a keen understanding of the importance of the accurate, professional and timely delivery of each individualized project. • Independently analyzing document design • Become internal expert on plan documents and design • Consulting to internal partners on the design of start-up plan documents • Processing of plan document from initial draft phase through finalization and delivery for both new plan documents and plan takeovers, including all ancillary documents (Summary Plan Description, Safe Harbor Notice, etc.). • Processing of plan document from initial draft phase through finalization and delivery for IRS-mandated restatements, including all ancillary documents. • Processing of plan amendments including discretionary amendments, Trustee changes and Plan Sponsor and Participating Employer changes. • Preparation of plan termination documents for both Defined Contribution and Defined Benefit plans. • Participation in special team project opportunities such as analysis of retirement plan legislation, creation of communication/processes for Interim Plan Amendments and development of training materials for internal partners such as plan Consultants, plan analysts and distribution team processors.

• Provide high-quality, timely support to Amplify customers via incoming calls, emails, voicemail, and chat sessions across multiple platforms and systems • Employ effective questioning techniques and strong attention to detail to validate the customer’s issue and provide an accurate, timely resolution with empathy • Create and track support tickets for each issue with a high level of detail, log all contacts, properly categorize issues, and follow up appropriately • Effectively manage a high volume of support tickets • Research solutions to customer questions and problems using Amplify’s Knowledge Base and other available resources • Manage a small team of contracted agents during peak onboarding season; support training, provide coaching, and handle discrete escalations. • Review and approve timecards for contractors, monitor overtime, and ensure adherence to scheduled hours. • Effectively collaborate and communicate with leadership and other team managers to share best practices and improve the overall performance of the Support Services team.

• Implement new client benefit setup and hierarchy based on the specific needs of the client • Modification client benefit setup based on plan design changes of existing clients • Develop all hierarchy levels in PBM system for client setups and configuration • Review and verify client setup is accurately reflected in PBM system • Support quality reviews and testing of all benefit setup prior to client implementation and go-live date • Partner with Compliance department to audit client setups and configuration post go-live • Resolve escalated and complex processing, change requests, issues or questions • Responsible for own work flow assignments and must be able to take the initiative to resolve problems and meet deadlines • Serve as a lead for team regarding any benefit and configuration issues or questions • Performs other duties as assigned • Complies with all policies and standards

Time Type: Full time Remote Type: Job Family Group: Sales Job Description Summary: The Sales Analyst is responsible for creating reports, interpreting data, and providing actionable insights to support decision-making in a dynamic sales division. This role will collaborate with leaders to focuses on business planning, sales performance analysis, and identifying growth opportunities. The Analyst contributes to planning meetings, delivering market intelligence to guide strategies. Key responsibilities include mastering business planning, performance evaluation, inventory management, pricing strategies, and demand forecasting. The role requires proficiency in analyzing customer behavior, brand performance, sales trends, and market dynamics, while ensuring compliance with business rules. Job Description: Job Responsibilities: - Data Analysis and Reporting: - Perform data analysis using tools like PowerBI, SAP WebIntelligence, and Excel. - Generate standardized and ad-hoc reports and create analytic presentations to support decision-making and strategic initiatives. - Analyze sales metrics and uncover opportunities using internal and syndicated data, delivering actionable insights and recommendations to stakeholders. - Research market trends, conduct GAP and competitor analysis, and identify growth, innovation, and competitive opportunities to drive revenue, profitability, and market share. - Prepare Quarterly Business Reviews, “Top to Top” decks, and other business review materials, including ad-hoc requests. - Business Planning and Strategy Support: - Collaborate with leaders to develop business plans, track initiatives, and prepare materials such as sales plans, business reviews, and performance assessments. - Develop metrics for key initiatives, track channel performance, and provide survey analysis to inform strategies. - Partner with revenue management and demand planning teams to analyze pricing models and manage inventory levels, optimizing costs and product availability. - Sales Materials and Goal Management: - Produce sales materials, manage goal-setting processes, and assist in preparing presentations for business reviews and planning meetings. - Administer sales incentive plans and ensure performance tracking and reporting align with company standards and supplier partnership expectations. - Other duties, as assigned by the jobholder’s supervisor, may also be required. Minimum Qualifications: - Bachelor’s degree in related field and/or equivalent training and work experience - Minimum of 3 years’ experience in business analytics, business planning and/or equivalent analytics role - Proficient PC skills using MS Office and other various computer programs including presentation software - Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills - Ability to multi-task, work independently and/or within a team, pay attention to detail and meet deadlines - Analytic and Reporting skills - Utilize sound judgement and problem-solving skills - Ability to work in fast-paced, high-volume, team environment Preferred Qualifications: - Proficiency in Excel and other analytical system tools/databases (e.g., SAP WEBI/BOBJ, PowerBI, Connected Excel, TABS Analytics, Nielsen, etc.) - Proficiency leveraging syndicated (Nielsen, IRI, etc.), consumer, shopper research and/or category management data - Sales or Marketing experience with major CPG company Physical Requirements: - While performing the duties of this job, the employee is required to remain in a stationary position at times; communicate, and operate a computer and telephone This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description. Compensation - $52,000 -$70,000 Salary Benefits - Medical (HMO & PPO), Dental, Vision (PPO)401(k) matching. - Annual PTO Accrual and holidays - Rollover Flexible Spending Accounts (FSAs) - Free Life and AD&D Insurance Employee Assistance Program -- Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available here. If you need a reasonable accommodation because of a disability for any part of the employment process, please call (708) 298-3536 and let us know the nature of your request and your contact information.