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Commercial Sales Analyst, AVP Reporting to: Commercial Leader, Global Fiduciary Solutions Role Objective The key objective for the Sales Analyst is to support the Global Fiduciary Solutions (OCIO) sales in a broad range of business development activities which lead to achieving key financial milestones.
The role involves supporting a combination of administrative and business development support functions in partnership with key stakeholders, including maintaining the CRM and sales pipeline, compiling management reporting, competitor and client intelligence, client sales support, RFP pipeline support and coordinating sales and marketing campaign client lists.
Role Responsibilities: Marketing/Prospecting:
Research prospect targets / gather publicly available information (5500's, MMD, 10k, Dun & Bradstreet, Company news, bio's, etc)
Input prospects in Salesforce
Assist with coordinating Marketo campaigns
Assist with scheduling internal calls with RM's to discuss their clients
Attend / participate in educational meetings promoting OCIO internally