Platform Sales - Sales Enablement Group - Associate

JobID: 210518826

Category: Sales Support

JobSchedule: Full time

Posted Date: 2024-05-30T16:13:21+00:00

JobShift:

Base Pay/Salary: New York, NY $100,000.00-$125,000.00

We are looking for an Associate to join our team! As a knowledge content manager within Commercial & Investment Bank's Platform Sales organization, you will be accountable for managing, updating and enhancing the content database (both statistical and written) used across various sales materials including RFPs, pitchbooks and brochures. You will collaborate with sales, product, client service and other subject matter experts to ensure content and stats are accurate, consistent and approved. As part of this role, you will also create material for sales training, such as case studies and information on product overviews and strategy.

Job Responsibilities:

• Maintain, update and enhance content used for client-facing documentation (proposals, pitchbooks and other similar documents) provided to prospective and existing clients in pursuit of winning or retaining business.

• Develop external and internal content in partnership with sales and product, including case studies, and product overviews & strategy documents.

• Coordinate with subject matter experts to update database with new responses as products are enhanced.

• Partner with subject matter experts to conduct periodic end-to-end reviews of responses in the database to ensure changes in business, value proposition, regulatory environment, staff, locations, etc. is correctly captured.

• Source and manage J.P. Morgan statistics in the creation of sales documents or in answering questions from clients or prospects globally.

• Manage the sales experience survey process as the conduit between sales and the third party consultant.

• Perform vendor administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues.

Required Qualifications, Capabilities And Skills:

• 6+ years of work experience in financial services industry, ideally within content/database management, pre-sales, business development or marketing.

• Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide.

• Confidence, assertiveness, and professionalism to partner closely with all levels of management, and ability to engage and influence partners and stakeholders.

• Proficiency with MS Word, Excel and PowerPoint required.

Preferred Qualifications, Capabilities, And Skills:

• Bachelor's degree (BA or BS) in finance, business preferred but not required.

• An understanding of securities services industry and products is a plus.

• Strong project management skills with the ability to manage tight schedules.

• Self-starter with sound judgment and ability to operate independently and apply initiative.