Sales Support Officer

Truist Financial • Dallas, TX

364d

About The Position

The position is responsible for the manipulation and importing of data from business application systems, and the development and management of customized reporting. Reporting duties include modifications to meet sales marketing, digital and overall business objectives. The role also involves assisting in the maintenance of CRM and providing training and support on digital, marketing, and sales tools for sales representatives and sales management. In conjunction with marketing teammates, the position supports the sales and business development activities of premium finance through the creation of marketing materials, including presentations, webinars, and events/conferences to support campaigns. Participation in other marketing and digital sales activities and projects is also expected as needed.

Requirements

• Bachelor's degree or equivalent education and related training
• Three years of relevant business experience in Marketing and/or Sales
• CRM experience
• Social media management experience
• Strong verbal and written communication skills
• Excellent ability to communicate effectively in group training sessions
• Ability to interact well with all levels of management
• Demonstrated proficiency in Microsoft Excel
• Knowledge and understanding of Microsoft Office software products
• Strong organizational skills
• Attention to detail
• Ability to travel, occasionally overnight

Nice To Haves

• Previous experience in developing customized reporting
• Financial services and/or Insurance industry experience

Responsibilities

• Customize and maintain business line reporting.
• Work with Project Managers to extract data from application systems; coordinate data movement and manipulation from internal systems and CRM.
• Develop key themes learned from Adobe analytics and application systems in support of digital sales and marketing.
• Assist with planning digital technology projects, including hosting sales readiness meetings/training and representing premium finance at conferences and events.
• Analyze client data and sales activities and provide recommendations for improvements.
• Serve as liaison for CRM system.
• Develop customized marketing materials, presentations, and other assets for sales and other organizational stakeholders.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (minimum of 10 days)
• Sick days (minimum of 10 days)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees