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Senior Business Development Analyst
2 weeks ago
This position plays an instrumental role in Sales support, enabling the Global Markets Sales and Account Management team to maximize their efforts in achieving revenue goals and dedicating focus on building customer relationships. The position will support and assist with various business development and pre/post sales activities, including review and data entry into appropriate systems, documents, and spreadsheets to maintain accuracy of metrics and reporting needs. This role follows pre-established guidelines to create, manage and ensure compliance of CRM data records and processes.
Essential Job Functions:
- Assist Business Development in organizing and completing relevant research or data gathering.
- Update and maintain customer/account information in CRM (Salesforce, Ariba, etc.) in real time.
- Assist with updating and polishing the various existing presentations and proposals that are tailored for prospect / client meetings as needed.
- Prepare, and submit established on-going reports as requested in a timely manner.
- Manage and maintain the various checklists and supporting documents generated for the various pre and post sales activities.
- Additional follow-ups and support to complete ad-hoc projects (i.e., data entry, audit, data analysis)
- Overall support of the sales function to minimize the administrative work of producers.
Education / Experience Requirements:
- Bachelor's degree or equivalent experience.
- 3+ years of experience in a support function, preferably sales support/operations
- Intermediate proficiency/ experience with CRM technology (i.e., Salesforce) .
- Intermediate proficiency in Microsoft Office Suite (with an emphasis on Excel – spreadsheets, formula creation, pivot tables/VLOOKUP) .
- Working knowledge of MS Teams, OneDrive, (and/or SharePoint) to create and manage workflows/folders/notifications.
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