What are the responsibilities and job description for the Senior Associate, Sales Support position at IQ-EQ?
Company Description
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.
Job Description
- Conduct extensive industry and potential client research to support the Sales Team.
- Contribute to the development of new business sales process, procedures and related documentation.
- Maintain and update accounts, pitches, and contacts in OneView database.
- Assisting with the continued maintenance and monitoring of OneView as IQ-EQs CRM and client date depository for accurate information and notifying of any system issues.
- Work directly with the Sales Directors, to provide assistance and support through the complete sales process, inclusive of the following:
- Conduct initial due diligence on prospective clients and update OneView with Account, Contact and initial pitch
- Monitor and maintain records for leads, prospects and proposals for Sales Directors in OneView;
- Arrange meetings with prospects and intermediaries;
- Attend new business meetings and produce call note reports in OneView& conduct follow-up tasks;
- Prepare full fee proposals for potential clients, including initial preparation of standard pricing;
- Review lead reports for sales campaigns;
- Assist with legal remediations of proposals and agreements. Upon proposal/agreement/amendment execution, signature or fee proposal, prepare documentation of call notes and send for onboarding.
Qualifications
- 2-3 years of experience in sales support role preferred
- Has a minimum of an Associate’s degree in a related field
- Experience with CRMs (OneView)
- Proficient in Microsoft Office suite, specifically Word and Excel
- Values excellent service and strives to go above and beyond in their client and staff interactions
- Exudes a spirit of entrepreneurship, seeking to solve problems and improve processes
- Strives to learn and expand their industry and technical knowledge
- Communicates professionally and effectively with both internal and external stakeholders
- Brings a positive attitude and passion for the work they are doing
- Thrives in a fast-paced, deadline-driven, multi-tasking environment.
- Ability to expedite request and modify proposals in a timely manner
- Not required but a nice to have, sales or financial background
Additional Information
Compensation: The estimated salary range for this role is $65,000 - $75,000 based on skills and experience.
Salary : $65,000 - $75,000
