Sales Assistant - London, United Kingdom - Richard Fleischman & Associates, Inc.

Richard Fleischman & Associates, Inc.
Richard Fleischman & Associates, Inc.
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

This position will be responsible for supporting the Global Managing Director & CRO with the administration of the function and in time RFA's further expansion into the Financial Service Industry globally.


Key Responsibilities:


  • CRM and Sales data Management
  • Sales Administration assistance
  • General assistant tasks for Global Managing Director & CRO
  • Assistance with setting meetings and Diary management for GMD & CRO
  • Assistance with event coordination and invitations
  • Report Building in excel, CRM, PowerBI
- assisting Sales Campaigns

  • Lead Management system Control, maintenance, Coordination
  • KPI reporting and followup support to Managing Director
  • Presentation Building and Assistance
  • Assist with the updating and Maintenance of the Sales pipeline and CRM systems to track sales activity
  • Daily Sales Administration including Report Building
  • Learn and understand the target sector in order to assist with networking and RFA promotional activities.
  • Assistance with Marketing and Sales campaigns.
  • Assist Business Development in proposal writing.
  • Assist with population of marketing materials and procurement of related materials.
  • Have an involvement with new business generation activities.
  • Assist with maintaining strategic relationships with people and companies that may bring or refer new business, such as but not limited to Fund Administrators and Leading financial software developers.
  • Gain a clear understanding of Clients' overall business and IT strategies; effectively communicate to RFA design and produce initial proposal drafts.
  • Liaison with all relevant business units to secure resources required to complete task/s on time when completing proposals or RFP responses.
  • Collaborate across departmental lines to promote outstanding Client service.
  • Maintain excellent tracking of business activities through RFA's CRM system.

Knowledge, Skills, Experience:


  • Desirable 2+ years of experience in Sales and Account/Client Relation Management (or similar related experience, i.e. Office Management in an IT firm) consultative, solutionbased environment with demonstrable ability to show proactive prospecting abilities.
  • Basic understanding of Infrastructure Technology.
  • Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with Clients and internal project stakeholders.
  • Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with mínimal supervision.
  • Strong organisational, relationship and verbal and written communication skills.
  • Strong cold calling ability and excellent follow through.
  • Ability to communicate with technical and nontechnical professionals including VP and C-Level professionals in a clear and concise manner.
  • High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint).
  • Financial Service Industry experience strongly preferred.
  • Sales Methodology experience.
  • Proposal writing experience and skills.
  • Excellent telephone skills.
  • High degree of accuracy.
  • Demonstrated ability to prioritise issues

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