Strategic Sales Consultant
2 weeks ago
We are seeking a highly skilled Sales Strategist to join our team at Lombard Odier. As a key member of our Sales and Business Development team, you will play a critical role in driving sales growth and developing strategic initiatives to enhance our market position.
Key Responsibilities- Conduct in-depth analysis of sales results and customer analytics to inform go-forward sales strategy
- Collaborate with the Senior Sales Strategist to develop and implement sales plans, including identifying opportunities to improve data quality and process efficiency
- Prepare and facilitate sales planning sessions, and document and deliver on resulting action plans
- Develop a deep understanding of client and product financials across our geographical footprint, including relevant trends and watchouts
- Improve management visibility of key financial metrics, including team flows and sales
- Promote best practice use of Salesforce and identify mechanisms to mandate its use within the sales teams
- Define business requirements for changes, enhancements, or new Tableau views, and support efforts to ensure data quality
- Build effective relationships with sales team members to facilitate successful work efforts
- Liaise with internal departments to coordinate and deliver core business management activities
- Participate in cross-functional projects as necessary, providing sales-related business requirements and guidance
- Produce ad-hoc sales and business development presentations as required
- Creation of one-off and ongoing reports to support the above activities
- At least 5 years of experience working in a strategy or sales role within an asset management organization
- Strong communication skills, both written and spoken
- Technical knowledge of financial instruments and markets
- In-depth knowledge of investment fund and financial regulations
- Strong knowledge of the mutual fund market landscape
- Ability to interpret qualitative and quantitative financial data and provide insightful positioning
- Advanced knowledge of Microsoft Office applications, particularly Excel and PowerPoint
- Excellent analytical skills that offer insight into sales results, sales effectiveness, and help set go-forward sales strategy
- Advanced knowledge of Salesforce and Tableau
We are committed to fostering a diverse, inclusive, and equitable work environment that allows our employees to grow and develop their careers. If you are a motivated and results-driven individual with a passion for sales and strategy, we encourage you to apply for this exciting opportunity.
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