Sales Assistant

5 months ago

London, United Kingdom Richard Fleischman & Associates, Inc. Full time

This position will be responsible for supporting the Global Managing Director & CRO with the administration of the function and in time RFA’s further expansion into the Financial Service Industry globally.

**Key Responsibilities**:

- CRM and Sales data Management
- Sales Administration assistance
- General assistant tasks for Global Managing Director & CRO
- Assistance with setting meetings and Diary management for GMD & CRO
- Assistance with event co-ordination and invitations
- Report Building in excel, CRM, PowerBI
- assisting Sales Campaigns
- Lead Management - system Control, maintenance, Co-ordination
- KPI reporting and follow-up support to Managing Director
- Presentation Building and Assistance
- Assist with the updating and Maintenance of the Sales pipeline and CRM systems to track sales activity
- Daily Sales Administration including Report Building
- Learn and understand the target sector in order to assist with networking and RFA promotional activities.
- Assistance with Marketing and Sales campaigns.
- Assist Business Development in proposal writing.
- Assist with population of marketing materials and procurement of related materials.
- Have an involvement with new business generation activities.
- Assist with maintaining strategic relationships with people and companies that may bring or refer new business, such as but not limited to Fund Administrators and Leading financial software developers.
- Gain a clear understanding of Clients' overall business and IT strategies; effectively communicate to RFA design and produce initial proposal drafts.
- Liaison with all relevant business units to secure resources required to complete task/s on time when completing proposals or RFP responses.
- Collaborate across departmental lines to promote outstanding Client service.
- Maintain excellent tracking of business activities through RFA’s CRM system.

**Knowledge, Skills, Experience**:

- Desirable - 2+ years of experience in Sales and Account/Client Relation Management (or similar related experience, i.e. Office Management in an IT firm) consultative, solution-based environment with demonstrable ability to show proactive prospecting abilities.
- Basic understanding of Infrastructure Technology.
- Excellent active listening skills and able to ask relevant questions in order to gather, document and communicate effectively with Clients and internal project stakeholders.
- Able to work on simultaneous projects (multitask) and completing tasks in a timely manner with mínimal supervision.
- Strong organisational, relationship and verbal and written communication skills.
- Strong cold calling ability and excellent follow through.
- Ability to communicate with technical and non-technical professionals including VP and C-Level professionals in a clear and concise manner.
- High degree of proficiency with Microsoft Office software (Excel, MS Word, PowerPoint).
- Financial Service Industry experience strongly preferred.
- Sales Methodology experience.
- Proposal writing experience and skills.
- Excellent telephone skills.
- High degree of accuracy.
- Demonstrated ability to prioritise issues

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