Dallas, United States

Associate, Sales Support

Full-time / part-time
Full-time
Level
Associate
Address
27777 North Stemmons Freeway
Dallas
75207
United States

Job description

This person will:

 

  • Create, edit, proof, and produce proposals for prospective and existing clients
  • Assisting Sales Team through the sales process, from inception of opportunity through client onboarding by tracking in the CRM, drafting proposals and monitoring sales pipeline
  • Maintain internal Client Relationship Management System (CRM) for new leads and existing accounts, by performing data entry duties in regard to metrics, sales figures and other key data
  • Effectively addresses (internal/external) client needs and expectations across multiple services and jurisdictions
  • Assisting with focused sales efforts and marketing campaigns
  • Providing assistance to management team members and executives as needed

Qualifications

We are looking for someone who:

  • Values excellent service and strives to go above and beyond in their client and staff interactions
  • Exudes a spirit of entrepreneurship, seeking to solve problems and improve processes
  • Strives to learn and expand their industry and technical knowledge
  • Communicates professionally and effectively with both internal and external stakeholders
  • Brings a positive attitude and passion for the work they are doing
  • Thrives in a fast paced, deadline driven, multi-tasking environment.
  • Ability to expedite request and modify proposals in a timely manner
  • Strong Technical skills
  • Proficient in Microsoft Office suite, specifically Word and Excel
  • Has a minimum of an Associate’s degree in a related field
  • Experience with CRMs (HubSpot, SalesForce, or DealCloud)
  • Not required but a nice to have, sales or financial background

Additional information

 

 

Company description

IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.

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