Sales presentation and marketing material preparation
Client meeting support and call reporting
Support all aspects of the client and sales lifecycle by working with salespeople, client executives, and clients
Job Summary
Support all aspects of the client and sales lifecycle by working with salespeople, client executives, and clients.
Assist sales by coordinating internally, preparing materials for client meetings, and tracking follow-up items.
Work in close partnership with control functions to ensure appropriate governance and control infrastructure and build a culture of responsible finance.
Matching Summary
Support all aspects of the client and sales lifecycle by working with salespeople, client executives, and clients.
Salary
Base: $109,120.00 - $163,680.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs
Skills & Requirements
Must-have
Client and sales lifecycle support
Sales presentation and marketing material preparation
Client meeting support and call reporting
CRM and internal system maintenance
Governance and controls infrastructure
Nice-to-have
Responsible finance culture
Risk/reward assessment
Ethical conduct and compliance
Key Requirements
5-8 years of experience
Knowledge of client onboarding procedures
Proficient with Excel, Word, PowerPoint
Detail oriented with excellent organizational skills
Advanced written and verbal communication skills
Bachelors/University degree or equivalent experience