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Sales Enablement & Data Specialist – Structured Investments – Associate / Assistant Vice President
| Company | iCapital Network |
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| Location | New York, NY, USA |
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| Salary | $90000 – $130000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- 2-10 years of relevant work experience
- Strong Excel skills, with experience using large data sets
- In-depth knowledge of Salesforce and prior experience
- Able to pay close attention to detail and multi-task under tight deadlines
- Able to maintain a high level of productivity and manage multiple competing priorities
Responsibilities
- Produce and maintain sales reports & dashboards in Salesforce and in Excel for Sales team and Management.
- Actively maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives.
- Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights, to support sales opportunities and goals.
- Work closely with Structured Investments Sales team and Sales Management team.
Preferred Qualifications
- Prior Tableau experience and Structured Investments / Private Equity background, is a plus
