Sales and Client Services Manager

3 weeks ago


New York, New York, United States Pico Full time

Job Responsibilities

  • Act as the primary point of contact for all client requests, administrative and technical matters, and new business inquiries.
  • Develop overall knowledge of assigned accounts including products sold, asset classes traded, clients, and business issues.
  • Research assigned new leads and qualify opportunities via telephone and email.
  • SalesForce.com, Confluence) up to date to aid in account planning, opportunity development, and forecasting.
  • Partner with sales engineering to define mid- and low-level technical requirements for the proposed solution.

Requirements

  • Bachelor's degree (or equivalent) from a 4-year university.
  • Work-related experience in financial technology and/or client service.
  • Consistent track record in a quota-bearing sales environment.
  • Practical experience with sales, account management, financial markets, and/or the securities industry.


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