Senior Specialist Client Data, Sales Analytics & AI
About The Position
Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. This is your chance to invest in your future. Read more about DWS and who we are here. The Client Data Team is part of the Client Coverage Division. Its core task is the development of sales-relevant KPIs, dashboards, client segmentation and analysis, as well as the implementation of these within our Salesforce CRM processes in close collaboration with IT. As a/an Senior Client Data Specialist, you will (be): Support US client facing staff make the best out of their time with data driven segmentation Create client focus lists and next best action recommendations Drive the adoption of Sales KPIs and best practices in data management Create visualization strategy in order to provide actionable insights to sales and marketing teams Develop the US client segmentation strategy in the Wholesale business Collaborate with the CRM team to reflect US needs in the Global data model Develop US specific dashboards, reports and analyses supported by Client Data team in India and the IT
Requirements
- Profound understanding of the asset management industry, preferably in a B2B environment
- Understanding of sales performance management and related KPIs
- Proficient in handling large and complex data sets
- Confidence in managing relationships with senior stakeholders
- Must be detail-oriented and have an analytical mindset with the ability to deliver key insights through ‘out of the box’ thinking
- Bachelor’s degree required
Nice To Haves
- Experience in client facing role is a plus
- Understanding of CRM concepts and best practices. Prior experience with Salesforce is a plus
Responsibilities
- Support US client facing staff make the best out of their time with data driven segmentation
- Create client focus lists and next best action recommendations
- Drive the adoption of Sales KPIs and best practices in data management
- Create visualization strategy in order to provide actionable insights to sales and marketing teams
- Develop the US client segmentation strategy in the Wholesale business
- Collaborate with the CRM team to reflect US needs in the Global data model
- Develop US specific dashboards, reports and analyses supported by Client Data team in India and the IT
Benefits
- At DWS you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
- We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
