Client Service – Sales Support

Overview

• Support sales and management teams by producing and maintaining detailed sales reports and dashboards using Salesforce and Excel.
• Ensure CRM data accuracy to enhance sales and marketing initiatives, enabling effective decision-making processes.
• Collaborate with senior management to create ad-hoc reports and insights that align with organizational goals.
• Work closely with the Alternative Investments Sales team to track metrics and provide actionable business insights.
• Contribute to the development and automation of data processes using Excel formulas and macros.
• Participate in cross-functional initiatives to improve sales performance and operational efficiency.

Key Responsibilities & Duties

• Generate and maintain comprehensive sales reports and dashboards for strategic decision-making.
• Ensure CRM data integrity to support sales and marketing campaigns effectively.
• Develop ad-hoc reporting solutions for clients and senior management to address specific business needs.
• Collaborate with sales teams to analyze metrics and identify opportunities for growth.
• Utilize Excel expertise to automate data handling processes and enhance reporting efficiency.
• Support the implementation of sales strategies by providing actionable insights and tracking progress.

Job Requirements

• Bachelor of Science (BS) degree required, preferably in a related field.
• 2-5 years of relevant experience in sales support or data analysis roles.
• Proficiency in Excel, including handling large datasets and using formulas and macros.
• In-depth knowledge and experience with Salesforce CRM systems.
• Strong attention to detail and ability to manage multiple priorities under tight deadlines.
• Capability to work effectively in a hybrid work environment, balancing remote and on-site tasks.