Sales and Relationship Management Analyst, Senior Associate

State Street • Boston, MA

8d

About The Position

The ideal candidate possesses a client-centric mindset and a strong background in financial services. The Sales & Relationship Management Analyst (RMS) role supports State Street’s Relationship Management (RM)/Sales/Sales organization within the Institutional Services Insurance Portfolio Team. RMA will prioritize high impact revenue generating activities to increase RM/Sales capacity with a goal in mind to retain existing business, grow wallet share, and close deals. To this end, the S/RMA will perform value added tasks to make a positive impact on the retention and sales cycles for those RMs and Sales executives’s’s and revenue growth targets. The role includes direct exposure to the development of prospective/existing client strategy, assisting with deal structuring support, crafting client presentations, and providing support to associated revenue generating activities. The role is based in Boston, MA. You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for insurance companies in North America. This role will focus specifically on Insurance clients. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

Requirements

• Manage the end-to-end project lifecycle
• Problem resolution skills to quickly identify and address issues
• Team player who is willing to contribute and take a proactive role in servicing clients and prospects
• Detail-oriented
• Ability to work under pressure in a deadline-driven environment
• Strong interpersonal and communication skills
• Bachelor’s Degree with business related coursework or a degree in Business Management, Accounting, or Finance is preferred.
• Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience is preferred
• Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)
• Proficiency in English language communication

Nice To Haves

• Salesforce CRM experience a plus

Responsibilities

• Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight
• Assist in deal structuring including preparing documentation for internal deal approvals
• Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle
• Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance
• Perform project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
• Other ad hoc query resolution to support sales and relationship managers

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level