Sales Development Advisor

Apex Group Ltd•New York, NY

2d•$45,000 - $50,000•Onsite

About The Position

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Description We are looking for an organized, efficient sales development specialist to be responsible for sales origination activities and assist the sales department in gaining and keeping new prospective clients. The sales support specialist's responsibilities include tracking sales leads, helping with the coordinating quotes with sales packs, providing customer service, and managing and initiating prospective client lists. The sales support specialist is also responsible for monitoring sales and the performance of the sales team as well as recording sales data which is centrally managed through our CRM systems. To be a successful sales support specialist, you should have good time management and organizational skills. You should also demonstrate excellent interpersonal, communication, and customer service skills. We are also looking for creative individuals who can look at existing processes and help find new ways to generate sales activity.

Requirements

A high school diploma or equivalent.
Strong analytical, organizational, and time management skills.
Excellent team working, motivational, interpersonal, communication, and customer service skills.
The ability to multitask and quickly switch your focus.
Computer literacy, IT skills, and typing skills.
Adept at handling large amounts of data in spreadsheet formats.
An understanding of sales principles and customer service practices.
Eagerness to learn financial products dedicated to servicing the Asset Management industry.

Nice To Haves

A bachelor’s or associate degree in marketing, business, or a related field may be advantageous.
Experience in administration and high-volume office work may be advantageous.

Responsibilities

Answering sales enquiries, scheduling meetings, and sales appointments, and following up with clients.
Compiling a list of sales leads, delegating leads to the sales department, and providing sales data and guides to the sales teams.
Developing and monitoring performance indicators for sales and staff members, managing sales tracking tools, and compiling reports.
Recording sales trends and liaising with sales managers to develop and execute sales strategies.
Creating and processing new quotes in conjunction with sales in a timely manner, processing orders through the central CRM, and reviewing pending orders and stale orders to ensure customers receive an efficient and prompt response to new engagements.
Managing customer accounts, which will involve following up with stale contacts in the CRM and identifying whether the contact would benefit from an engagement from the sales team.
Ensuring such prospective activities are updated in the CRM system and managed through to completion with Sales teams.
Performing data entry tasks for sales figures, metrics, and other relevant information and maintaining an organized and accessible database which enhances use of our CRM.
Handling administrative duties for the company and its executives and management teams.
Scheduling customer meetings and conferences.
Reporting any unusual activity to your supervisors.