Business Operations & Sales Associate

Business Operations & Sales Associate

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.

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

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 to clients/partners

Analytical and technical aptitude. You are comfortable with Excel, business data, and learning unfamiliar software and technology

Coachability and desire to grow. You actively seek feedback, learn quickly, and want your responsibilities to grow as your capabilities develop

Interest in AI and automation. You are curious about using emerging tools to improve business processes and are willing to experiment thoughtfully

No retirement plan industry experience required. We expect to teach you the industry. What matters more is your ability to learn quickly, think critically, communicate well, and take ownership of your work

Experience

0-2 years of professional experience preferred, including internships

Bachelor's degree required. We care more about demonstrated capability, curiosity, and fit than a particular field of study.

Previous experience in sales, operations, marketing, or a similar environment is a plus

Experience with any of the following is a plus: CRM systems, WordPress, Zapier or other automation tools, Power BI, KNIME, Alteryx or other data tools, Canva or similar design tools, SEO familiarity, AI tools beyond basic prompting

What We Offer

This role offers broad exposure and meaningful responsibility from the start. You will report directly to RPG's Strategic Development Manager, and work closely with RPG's leadership team on sales, operations, data, technology, and process-improvement initiatives.

Because RPG is a small, entrepreneurial firm, you will have visibility into how decisions are made and how different parts of the business work together. As you learn the business and demonstrate good judgment, you will have opportunities to take ownership of processes, propose new ideas, and work on increasingly complex projects across the company.

Position Details

Employment: Full-time, Exempt Location: Hybrid in Ann Arbor, MI Schedule: 9am 5:30pm EST, with some flexibility Compensation Range: $55,000 - $65,000, depending on experience Target Start Date: November 2026