Job Summary:

• Create strategies for existing key accounts to generate business
• Design and develop presentations for prospective clients
• Follow-up regularly with both existing and prospective clients
• Responsible for establishing sales volume and growth objectives for firm
• Achieve primary and secondary business development targets to capture market share
• Oversee and review business contracts/agreements as per client needs
• Create and maintain long-term working relationships with existing and prospective clients
• Monitor and analyze current market conditions or trends
• Crafting short and long-term actionable plans with consultation with firm partners
• Submit weekly progress reports to the managing partner to evaluate performance
• Follow all company policies and procedures to ensure the quality of work

Skills on Resume: 

• Strategic Account Management (Hard Skills)
• Presentation Design (Hard Skills)
• Client Relationship Management (Soft Skills)
• Sales Goal Setting and Achievement (Hard Skills)
• Contract Management (Hard Skills)
• Market Analysis (Hard Skills)
• Strategic Planning (Hard Skills)
• Reporting and Performance Evaluation (Hard Skills)

Job Summary:

• Build and manage existing client relationships through continuous communication with the clients regarding ongoing projects, investment pipelines, and new additions to deal teams
• Develop a strong understanding of product offerings and be able to answer detailed client inquiries on methodologies.
• Prepare and present on client presentations and documentation
• Follow-up with the prospect regarding questions, concerns, and ultimately an initial project
• Utilize the CRM to identify prospects for introductory conversations
• Monitor industry news and make introductions to key decision-makers at hedge funds and private equity firms.
• Maintain accurate records in the CRM system by logging all client contact information, analyst preferences, and communications within the system and other contracts and information
• Maintain accurate client compliance policies in the CRM system by regularly checking in with client compliance teams, 
• Updating the compliance notes, and notifying the appropriate Project Managers and Research teams
• Continuously monitor project progression through internal communication, as well as external communication with the client’s team regarding sources, line of questioning, and feedback on completed interviews
• Work closely with each department to ensure projects are prioritized, fulfilled in a timely manner, and meet client-specific preferences (compliance, deliverables, etc)
• Proactively solicit client feedback regarding completed projects, new initiatives, and future product development
• Prepare and discuss sales efforts and strategies with the BD team and BD Managing Director

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Product Knowledge (Hard Skills)
• Presentation Skills (Soft Skills)
• Follow-up and Communication (Soft Skills)
• CRM Utilization (Hard Skills)
• Industry Awareness (Hard Skills)
• Project Management (Hard Skills)
• Collaboration and Teamwork (Soft Skills)

Job Summary:

• Develop and implement an effective strategic plan to meet or exceed established sales objectives of the company.
• Builds market position by locating, developing, defining, and closing business relationships.
• Identifies new business ideas by researching industry and related events, publications, and announcements to identify new markets and customer needs.
• Generation of new leads by performing appropriate prospecting and screening activities to identify qualified prospects for new business development with the goal of creating more sales/revenue.
• Lead and post-sale follow-up.
• Establish and maintain good public relations and networking within the community to develop new businesses.
• Collaborate with appropriate internal resources to develop comprehensive sales presentation materials tailored to respective accounts.
• Make formal sales presentations and follow-up calls to prospective new and existing accounts.
• Interface with appropriate management to establish pricing for contracts that are consistent with the company’s financial objectives.
• Ability to represent the client in conferences and business meetings.
• Build long-term relationships with new and existing customers.
• Help develop thought leadership content to establish Avalanche as the Internet of finance for all assets and marketplaces.
• Collaborate with the Mobility Partnerships team to provide feedback on the product and develop best practices for working with cities and operators

Skills on Resume: 

• Implementing Strategic Plans (Hard Skills)
• Business Development (Hard Skills)
• Market Research and Analysis (Hard Skills)
• Prospecting and Lead Generation (Hard Skills)
• Sales Presentation (Hard Skills)
• Networking and Public Relations (Soft Skills)
• Collaboration (Soft Skills)
• Customer Relationship Management (Soft Skills)

Job Summary:

• Acts as the primary contact for the referral source and consumer, managing all components of the application process from referral to funding, ensuring a seamless experience. 
• Achieve key performance indicators based on productivity, sales volume and quality. 
• Ensures all policies and procedures are adhered to.
• Ensures a high-quality experience is consistently delivered, including cultivating future referrals.
• Maintains in-depth knowledge of industry trends and provides feedback to the organization on applicable developments/trends. 
• Manages escalations ensuring appropriate resolution is achieved.
• Develops, implements, and monitors performance plans for effectiveness and adjust accordingly to ensure desired outcomes. 
• Maintains required contact management and activity management records and systems by the company.
• Responsible for executing all conditions of approval on behalf of the company with the borrower
• Research industry, geographic, sector, competitor and client trends for strategic initiatives, planning and implementation, keeping updated and distributing pertinent industry news within the partnership
• Develop tailored pitches, presentations, and proposals and give high-level insight into global RFPs (responses to proposals), ensuring that information is accurately recorded
• Identify industry and practice-focused awards, drafting and submitting to gain accolades for the firm, as well as legal / trade directories, staying abreast with updates
• Maintain, revise, and draft marketing collateral for a variety of channels, including attorney biographies, presentations / firm capability statements, website content, and brochures

Skills on Resume: 

• Communication Skills (Soft Skills)
• Sales and Relationship Management (Soft Skills)
• Attention to Detail and Policies (Hard Skills)
• Industry Knowledge and Trend Analysis (Hard Skills)
• Problem-solving and Conflict Resolution (Soft Skills)
• Performance Management and Adaptability (Soft Skills)
• Data Management and Analysis (Hard Skills)
• Marketing and Content Development (Hard Skills)

Job Summary:

• Support the Managing Director of Business Development in tracking team and company objectives and key results (OKRs).
• Work with the Managing Director of Business Development to maintain sales and management reports necessary to drive strategic sales efforts and campaigns for the team.
• Research incoming leads, track prospecting activity, analyze trends, identify client needs, and help organize and coordinate the deployment of sales campaigns and strategies.
• Assist Engagement Officers in preparing for client meetings (e.g. PowerPoint presentations and research) and with post-meeting debriefs and follow-up.
• Respond to inbound inquiries about ImpactAssets’s Donor Advised Fund (DAF) and investment products
• Field inquiries and work alongside the various client segment team leads to provide an excellent client experience for prospects, clients, and advisors
• Support the Business Development Team with outbound calls, meeting scheduling, team calendar coordination, and timely follow-up with prospects.
• Support the integration and deepening usage of system throughout regular sales processes
• Demonstrate strong interpersonal skills with the ability to engage effectively with clients, prospects, external financial and philanthropic advisors, and internal peers across various departments.
• Become adept and expert with Donor Advised Fund account opening and maintenance procedures
• Work closely with Client Service and Operations colleagues to expedite the resolution of existing customer inquiries to maximize the customer experience

Skills on Resume: 

• Organizational Skills (Hard Skills)
• Analytical Skills (Hard Skills)
• Communication Skills (Soft Skills)
• Time Management (Soft Skills)
• Customer Service (Soft Skills)
• Teamwork and Collaboration (Soft Skills)
• Technical Proficiency (Hard Skills)
• Interpersonal Skills (Soft Skills)

Job Summary:

• Collaborate with Business Development colleagues across IDEO to leverage global knowledge and ensure that IDEO is putting its best foot forward in new business conversations.
• Led teams to produce well-coordinated and compelling client project proposals, presentations
• Meetings that not only address client needs but also clearly articulate the fundamental design challenge and innovation opportunity upon which IDEO will deliver. 
• Expected to be an active participant in developing new methods for engaging collaboratively with clients. 
• Understand and communicate IDEO's unique value proposition
• Focus on both leading IDEO’s approach to new, inbound, high-quality leads and work to activate IDEO’s existing network through proactive, outbound new business conversations. 
• Work across Industries, although over time likely to specialize in a couple of them.
• Beyond leading the internal teams focused on a new business opportunity
• Keeping track of the source of leads, progress, and outcome, and periodically providing a synthesis of learnings in order to improve the Business Development process. 
• Provide structure and scaffolding for teams involved in the business development process to keep them collaborative and accountable. 
• Help create and maintain materials, such as IDEO introductions and cases, for shared use. 
• Ensure data integrity within IDEO Customer Relationship Manager and other systems. 
• Collaborate with the Business Operations and legal teams to put contracts in place.
• Collaborate with people from different backgrounds and crafts, such as interaction designers, mechanical engineers, data scientists, business designers, graphic designers, and design researchers. 

Skills on Resume: 

• Leadership (Soft Skills)
• Business Development Expertise (Hard Skills)
• Communication (Soft Skills)
• Collaboration (Soft Skills)
• Strategic Thinking (Soft Skills)
• Project Management (Hard Skills)
• Data Management (Hard Skills)
• Legal and Contract Management (Hard Skills)

Job Summary:

• Research target prospects to gain an understanding of business challenges, industry sector and key contacts
• Develop an understanding of Mercer sales protocol, methodology and best practice
• Develop internal and external networks to support self-development and prospecting activity
• Maintain a prospect list to build ongoing relationships with prospective clients
• Interact with the key decision makers at the prospect’s business.
• Support Sales Professionals (all client sizes) with client work
• Shadow the team and learn from them as mentors
• Participate in prospect meetings, planning presentations, and ensuring any bid work is completed effectively
• Maintain an accurate record of all Lead Generation activity on the CRM system
• Arrange events and follow up for attendees and no-shows
• Driving activity and ensuring that project deadlines are met
• Produce campaign MI for the Leadership Team
• Assist with client engagements and seminars, working closely with other members of the broad Marketing & Business Development team
• Support the Marketing, Business Development, Communications, and Public Relations teams with projects on an ad hoc basis

Skills on Resume: 

• Research Skills (Hard Skills)
• Sales Protocol Knowledge (Hard Skills)
• Networking Skills (Hard Skills)
• Prospecting and Relationship Building (Soft Skills)
• Interpersonal Communication (Soft Skills)
• Sales Support (Hard Skills)
• Presentation Skills (Soft Skills)
• Organizational and Record-Keeping Skills (Hard Skills)

Job Summary:

• Assist in delivering portions of the Knowledge Program and conduct all necessary follow-up
• Manage Wholesalers identified by AVP/VP to function as an extension of PPI support to Advisors
• Create standard presentation packages utilizing illustrations, applets and other available formats, etc.
• Prepare illustration software quotes as requested
• Develop strategies for the successful packaging of cases in conjunction with the advisor
• Develop expertise on rated cases and pre-assess potentially rated cases
• Provide advice and counsel to advisors on problematic case-level issues and underwriting assistance
• Respond to queries regarding changes to in-force policies such as conversions
• Educate advisors and staff on product software, applets, the Toolkit, Wealthserv and insurance products
• Provide training to operations and sales team members on all products, carrier software, and industry issues, participating in the skills development of team members
• Participate in regular sales team meetings
• Provide support to the sales team
• Organize and coordinate marketing seminars and events including invitations and managing the RSVP process
• Facilitate the completion of advisor contracting
• Reviewing for accuracy and communicating with advisors regarding any outstanding requirements, and processing changes to existing contracts
• Support the contracting functions of the office, facilitating the resolution of commissions related issues

Skills on Resume: 

• Communication Skills (Soft Skills)
• Presentation Skills (Soft Skills)
• Technical Proficiency (Hard Skills)
• Analytical Skills (Hard Skills)
• Underwriting Knowledge (Hard Skills)
• Training and Development Skills (Soft Skills)
• Organization and Coordination (Soft Skills)
• Customer Service Skills (Soft Skills)