Overview
In this IC2 role, you enable the sales lifecycle for technology product sales, onboarding, and demonstrations. You support new business, conduct analytics, and collaborate with relationship managers. You prepare tailored proposals, coordinate legal reviews, and perform market research, pricing, and marketing materials. You track client activity in CRM and work with internal teams to gather information, helping to drive growth and cross-functional alignment in a global financial services context.
Pay / Benefits
- competitive compensation
- wellbeing programs
- flexible global resources and tools
- paid leaves including paid volunteer time
- inclusive employment policies
- employee forums
Responsibilities
- Support the sales lifecycle for technology product sales, implementations, and demonstrations
- Assist with new business and client onboarding
- Conduct business development analytics, track targets, and coordinate with relationship managers
- Assess client needs and develop tailored proposals; coordinate and manage legal reviews
- Perform market research, pricing, profitability modeling, and prepare marketing materials
- Contribute to the success of less complex analyses and manage preliminary pricing tasks
- Support legal/business reviews for potential projects
- Coordinate with internal units to collect information on current clients and potential targets
- Engage with CRM systems to track client activities and sales analytics
- May contact clients or work with BD or relationship management to clarify needs
- Develop technological expertise to support product sales and demonstrations
- No direct reports; contribute to team objectives
Key requirements
- Bachelor in Business Management
- 3-5 years of total work experience in sales (preferred)
- Experience with CRM systems and sales analytics
- Ability to conduct market research, pricing, and proposals
- Ability to coordinate with legal reviews and internal stakeholders
- analytical thinking
- effective communication
- collaboration and teamwork
- CRM systems
- pricing and profitability modeling
- market research
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