Sales Associate/RFP Specialist/Solutions & Growth (Marketing)

Job Summary

AndCo’s Sales/Solutions & Growth Associate is responsible for supporting the firm's sales function, supporting Solutions & Growth team members through a variety of administrative responsibilities, and for learning about the RFP/Proposal process with the potential of becoming a Solutions & Growth Analyst.

Responsibilities

• Handles multi-faceted administrative functions.
• Executes conference administration to include coordinating with attending team members, set up of strategy meetings, conference registration, and payments.
• Facilitates initial stages of the new client onboarding process.
• Performs initial evaluation and setup of new prospects and opportunities within CRM and provides ongoing updates within the system throughout the prospecting/RFP process.
• Schedules prep calls for final client/prospect presentations and assists with the preparation process.
• Assists with the RFP library organization, updates, maintenance and administration.
• Acts as a backup for other Solutions & Growth team members, including involvement in completion of RFPs and proposals.
• Executes special projects as directed by their supervisor.

Required Skills

• Maintains a high level of professionalism.
• Collaborates effectively with all levels of the organization. 
• Ability to think critically and solve problems leveraging available resources with a high degree of accuracy and detail orientation. 
• Excellent written and verbal communication skills.
• Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines. 
• High level of aptitude for software systems and database management. Specifically, Microsoft Outlook, Word, Excel, PowerPoint, and Adobe/Foxit. Experience with RFP database systems is a plus.

Requirements

• Bachelor’s degree from an accredited college or university, preferably a business or finance degree
• 3 years of relevant professional experience preferred; RFP experience a plus

Benefits of joining AndCo: 

AndCo Employees enjoy opportunities to learn and grow alongside committed leaders and colleagues. In addition to a competitive salary, we offer the following benefits: Medical, Vision, Dental, Disability, Life insurance, 401(k) employer match, sick time and 14 paid company holidays in addition to a generous PTO package. 

 Equal Opportunity Employer: 

AndCo is an Equal Opportunity Employer. We invite all qualified applicants to apply and do not discriminate against individuals because of their race, color, religion, national origin, gender, physical or mental disability, veteran status or age. 

 Working Conditions: 

This job is located in Winter Park, Florida. Standard office hours are 8:00AM-5:00PM. This is a non-exempt position.

 AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.