Sales Support Specialist
About The Position
Pico fuels the global capital markets community by providing exceptional market data services and customized managed infrastructure solutions. As financial industry experts at the center of markets and technology, we help our clients efficiently scale their business and quickly access markets. From infrastructure to connectivity, we support our clients through the full trading lifecycle. We are a global company headquartered in New York, with offices in Chicago, London, Singapore, Hong Kong and Tokyo. The Sales Support Specialist will provide operational support to our Americas Sales Team focusing on quarterbacking all aspects of the sales process thru exceptional project management, processing orders, managing customer records, and ensuring smooth sales operations. The ideal individual will be the bridge between the sales team and their internal partners across legal, operations, finance, product, and marketing helping to manage the day-to-day activities that keep the sales process running efficiently.
Requirements
- Bachelor’s degree, preferably in Business, Analytics Finance, or similar analytical subject area
- 5+ years of relevant sales operations work experience, including supporting sales processes and project management in the financial services segment.
- Experience with Salesforce is required
- Strong Project management experience with an acute ability to multi-task
- Exceptional communication, interpersonal, listening and relationship-building skills
- Microsoft Office proficiency—Word, PowerPoint, Excel
- Resourceful with a natural ability to problem solve
- Proactive self-started and natural multitasker
- Meticulous attention to detail
Responsibilities
- Raise Opps, Decommissions, and Move Add Change Delete (MACD) coming from both Sales Directors and Sales Engineers
- Request for Sales Orders from legal and sales operations
- Resolve Client billing queries and have weekly calls with Billing Operations to get status of each one and update the client
- Track all Sales Orders, Master Service Agreements, Non-Disclosure Agreements, Amendments and have Weekly Calls with Legal to discuss the status of each
- Raise product total contract value and Subs Quotes
- Work with Logistics on getting shipment form completed and any documentation required for shipping Corvil Hardware
- Send signed Sales Orders and Opps for countersignature and closure
- On occasion, attend client project meeting calls to support meeting note capture and follow ups for circulation and salesforce uploading if needed
- Support the overall RFP, Due Diligence, and compliance process by project managing questionnaires for clients and the coordinated completion with Legal, Finance and Infosec
- Act as a back-up for the Americas Sales Team if out of office
- Take notes on meetings, outstanding proposals etc. on weekly internal team huddle calls
- Help with onboarding new clients by acquiring third party forms, non-disclosure agreements and sanction checks completed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
