Assistant Manager, Sales Enablement
4 days ago
- A strong understanding of marketing communication practices, sales processes and proposal management, particularly for institutional investment management
- Familiarity with investment concepts and high level of experience with data analysis
- Excellent written, comprehension, and verbal communication skills
- Effective relationship management, communication, problem solving and prioritization.
- Ability to lead and empower others including assisting with critical issues and problem solving.
- Championing process improvement initiatives to increase efficiency, quality and accuracy of proposal responses and influences standard processes amongst team members.
- Play an integral role in leading a Sales Enablement (SE) team that supports the fundraising and proposal process to provide prospects with prompt and accurate information working in partnership with Investor Relations, Product Specialists and other subject matter experts.
- Provide support to the SE team in understanding the fundraising process including relationship development, project management, prioritization and time management.
- Triage requests in a prompt manner following workflow and standard processes.
- Help team to analyze the details of requests to ensure clarity.
- Enforce workflows for performance, marketing compliance and peer reviews.
- Demonstrate sound business judgment and consideration for potential impact of decisions on the Firm.
- Other responsibilities, as needed.
- Prior coaching and development experience of staff to support the professional development of your team.
- Strong project management skills and prior RFP process knowledge.
- Effective written and verbal communication.
- Client-focused approach to understand the needs of clients, market trends, and industry standards.
- Cross-functional collaboration experience, including effective conflict resolution.
- Familiarity with software tools for creating, managing, and tracking RFP documents that streamline processes (Loopio, Seismic, and Salesforce experience highly encouraged).
- Bachelor of Arts (BA) or Bachelor of Science (BS)
- 5-7+ years proposal and/or management experience in financial services role preferred
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