Business Development Senior Executive- Fund Services

4 weeks ago

California, United States TMF Group Full time

Wherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings.Business Development Senior Executive - Fund ServicesJob no: 571326 Work type: Full time Location: San Diego, California, United States, San Francisco, California, United States, USA- Remote, Houston, Texas, United States Categories: Sales, Funds Office Location: USA-San FranciscoAbout TMF GroupTMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 10,000 experts and 125 offices in 86 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.About the roleThe Business Development Senior Executive is responsible for creating and closing local sales opportunities, bringing in new local business to the market and expanding existing customers within the market. This individual will support inbound sales processes by providing proposals to global sellers, while also upselling and cross-selling to an existing client portfolio. They will be responsible for non-complex renewal processes.Key ResponsibilitiesAnalyzing existing customer service portfolios to develop a hit map of additional services for upselling and cross-selling.Building an Expiring Contract map by country and developing a T-12 activity plan for each contract expiration to ensure timely renewals.Developing the business by building a new business pipeline, as well as upselling and cross-selling to existing clients.Working as part of a deal team to ensure the best customer experience and response, including deal sharing across different sales teams.Executing marketing campaigns to develop the required pipeline.Adopting and maintaining TMF Sales Processes and Systems as part of daily responsibilities.Providing support to Local Office sales and Professional Sellers with Standard Proposal generation and delivery.Supporting inbound sales processes by providing proposals to global senior sellers.Assisting the local office with administrative tasks (updating CRM, following up on KYC processes).Meeting monthly, quarterly, and annual sales targets.Key RequirementsBachelor’s degree, preferably in business, sales, marketing, or a related field.3 - 5 years of closed-ended fund experience in a fund administration firm or audit firm with closed-ended fund clients.Excellent knowledge of the English language.Ability to build strong relationships with clients at all levels.Able to “solution sell,” focusing on understanding client needs rather than a hard sell.Self-motivated and able to work both independently and as part of a team.Strong communication, negotiation, and influencing skills.Results-oriented, with the ability to manage priorities and workload.Advertised: 05 Aug 2024 Central Daylight TimeApplications close: 30 Aug 2024 Central Daylight Time #J-18808-Ljbffr

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