Strategic Relationship Coordinator

The Opportunity:

Business Development Responsibilities:

• Manage projects as assigned by the Strategic Relationship TEAM and ensure the accurate and timely completion of tasks. Projects assigned may include research, correspondence or other work of the department. Independently gather information, test for reasonableness and analyze data. Make recommendations regarding change and solutions to issues or problems.
• Independently seek out new learning / development opportunities to enhance job performance and skills.
• Participate in internal discussions and feedback sessions around effective best practices for the Strategic Relationship TEAM.
• Work with Platform Sales Team Management to coordinate the timely & accurate completion & distribution of quarterly reporting packages.
• Relay a positive attitude about department initiatives and stand behind decisions of management.
• Through advanced knowledge / use of PowerPoint and Excel, create and maintain broker/dealer meeting presentation decks, business plan updates, and internal presentations.

Technology/Analytical Responsibilities:

• Ensure daily, weekly and monthly sales reports are accurate and on time.
• Generate / create reports for senior management and other support function teams as requested, responsible for accurate and timely reports and providing executive summaries.
• Responsible for creating, updating, and maintaining conference salesforce campaigns.
• Communicate campaign activity and follow up actions.
• Work closely with the TSS on sales, activity, campaign reporting (Power BI).
• Act as Salesforce admin, completing CRM needs and requests. Encourage and train to understand and utilize the CRM systems.
• Work with Marketing to maintain inventory of marketing literature for home office use using the 4U platform.
• Expertise of the following applications: Salesforce, Seismic, Power BI, 4U, all Office applications.

Recommended Experience / Skills:

• Bachelor’s Degree required.
• Requires broad knowledge of the organization. Work is of a confidential nature, requiring a broad understanding of the company’s business, policies, and practices.
• Excellent problem-solving and verbal and written communications skills.
• Ability to represent the executive and team to others and to work with other top management.
• Proficiency in MS Office applications – Word, Excel, PowerPoint, Access, and software applications unique to the business; Works with standard spreadsheet, database and word processing software packages. Ability to create and run macro commands to more efficiently utilize software packages is preferred.
• Flexible and adaptable to rapidly changing priorities and the ability to handle confidential information responsibly and appropriately.
• Ability to work with various departments and personalities in a professional and customer focused manner.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

The Opportunity:

Business Development Responsibilities:

• Manage projects as assigned by the Strategic Relationship TEAM and ensure the accurate and timely completion of tasks. Projects assigned may include research, correspondence or other work of the department. Independently gather information, test for reasonableness and analyze data. Make recommendations regarding change and solutions to issues or problems.
• Independently seek out new learning / development opportunities to enhance job performance and skills.
• Participate in internal discussions and feedback sessions around effective best practices for the Strategic Relationship TEAM.
• Work with Platform Sales Team Management to coordinate the timely & accurate completion & distribution of quarterly reporting packages.
• Relay a positive attitude about department initiatives and stand behind decisions of management.
• Through advanced knowledge / use of PowerPoint and Excel, create and maintain broker/dealer meeting presentation decks, business plan updates, and internal presentations.

Technology/Analytical Responsibilities:

• Ensure daily, weekly and monthly sales reports are accurate and on time.
• Generate / create reports for senior management and other support function teams as requested, responsible for accurate and timely reports and providing executive summaries.
• Responsible for creating, updating, and maintaining conference salesforce campaigns.
• Communicate campaign activity and follow up actions.
• Work closely with the TSS on sales, activity, campaign reporting (Power BI).
• Act as Salesforce admin, completing CRM needs and requests. Encourage and train to understand and utilize the CRM systems.
• Work with Marketing to maintain inventory of marketing literature for home office use using the 4U platform.
• Expertise of the following applications: Salesforce, Seismic, Power BI, 4U, all Office applications.

Recommended Experience / Skills:

• Bachelor’s Degree required.
• Requires broad knowledge of the organization. Work is of a confidential nature, requiring a broad understanding of the company’s business, policies, and practices.
• Excellent problem-solving and verbal and written communications skills.
• Ability to represent the executive and team to others and to work with other top management.
• Proficiency in MS Office applications – Word, Excel, PowerPoint, Access, and software applications unique to the business; Works with standard spreadsheet, database and word processing software packages. Ability to create and run macro commands to more efficiently utilize software packages is preferred.
• Flexible and adaptable to rapidly changing priorities and the ability to handle confidential information responsibly and appropriately.
• Ability to work with various departments and personalities in a professional and customer focused manner.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.