Sales Operations & Research Analyst - Finsight｜Meet.jobs

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COMPANY OVERVIEW
Finsight is an NYC-based technology company that offers the financial services industry a highly accessible, cost-effective and frictionless environment to research, prospect, structure, market and monitor new issue and secondary market securities. Every month, over $30 billion dollars of financing is exclusively marketed through our software across all major bulge bracket banks and hundreds of the nation’s leading corporations.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW
As a Sales Operations & Research Analyst, your goal will be to make our sales team as productive and efficient as possible. You will achieve this by becoming a go-to internal resource to streamline their workflows, relieving administrative overhead and performing industry research.

Your responsibilities, among other things, will include:

• Creating prospecting reports for senior sales staff
  • Best point of contact and prospects general contact information
• Create comprehensive reports and sales strategies based on conferences or a specific target market
  
  • Design sales campaigns and assist our senior sales staff on executing this campaign
  • Design templates for strategic campaign outreach
• Continual review and reprocessing of Finsights sales process
  • Assist our senior sales staff by optimizing the structure and workflow surrounding their sales funnel.
  • Create and improve sales performance metric reports
• Manage and improve upon our Client Relationship Management (CRM) and other sales related software
  • Ensure team compliance with data entry standards across systems (CRM, calendar, etc)
• Convert complex data and findings into understandable tables, graphs, and written reports.
• Assist in data entry and data verification
• Manage administrative duties related to client meetings and conferences
  • Pack bags for conferences, ensure marketing materials and food are ordered and prepared for sales meetings
• Provide administrative assistance to the sales team as required

REQUIREMENTS
Hard Skills / Experience

• 1-2 years experience as a data or research analyst
• Strong proficiency with Microsoft Excel
• Strong proficiency with computers
• Proficiency with online research (knowing how to find things online beyond “Googling it”)

Soft Skills / Experience

• Reliability
• Self-organization
• Self-motivation
• Attention to detail
• Good attitude and coachability
• Clear and concise written and verbal communication

NICE TO HAVES

• Familiarity with Salesforce Software and/or Quickbooks
• Advanced Excel

WHAT YOU WILL LEARN / REINFORCE IN THIS ROLE

• How to deliver exceptional internal and external support on a consistent basis
• The ins-and-outs of running and building a sales organization
• Advanced proficiency in Salesforce and Microsoft Excel
• Basics of capital markets (ie “Wall Street”)

BENEFITS

• 3-weeks of paid vacation
• Comprehensive medical, dental, vision & life insurance
• Fully stocked snack room