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Sales Lead Process Manager

2 months ago

Scottsdale, Arizona, United States State Street Global Advisors Full time

Position Overview
We are seeking a dedicated Sales Process Owner to join our team at State Street Global Advisors within the U.S. SPDR Business. In this pivotal role, you will collaborate with cross-functional teams including marketing, business intelligence, and sales to ensure the delivery of high-quality marketing campaign contacts and leads to the sales team.

Key Responsibilities
- Collaborate with various teams to guarantee that marketing campaign contacts and leads are swiftly and effectively actioned by the sales team.
- Distribute marketing event campaign contacts and leads, providing necessary documentation and follow-up instructions.
- Monitor sales follow-up progress to ensure timely completion and support campaign reporting requirements.
- Partner with business intelligence to develop and maintain dashboards for sales leadership, allowing for evaluation of marketing campaign effectiveness by channel and territory.

Training and Development
- Lead the ongoing evolution of the sales lead and campaign follow-up process through effective training and technology integration.
- Educate new sales team members on Salesforce usage, tailoring content to the needs of different sales channels.
- Create and implement a comprehensive training curriculum covering Salesforce, sales lead management, and marketing campaign follow-up processes.

Relationship Management
- Build and maintain strong relationships with key internal stakeholders across marketing, research, national accounts, capital markets, and sales.
- Actively participate in joint meetings with marketing, business intelligence, and sales leadership to present updates on campaign follow-up status and outcomes.

Qualifications
- A minimum of 3 years of experience in the investment sector, with a proven track record in supporting the ETF business.
- Exceptional communication skills, capable of conveying complex information clearly and concisely.
- Strong ability to work collaboratively and influence both internal and external partners.
- A positive attitude and a strong team-oriented mindset, with enthusiasm for educating colleagues and clients.

Strategic Insight
- Demonstrated strategic thinking skills to assess and adapt the sales process based on market dynamics and team capabilities.
- Current securities licenses (Series 7 and Series 63) are required.
- A clean compliance and U4 record is essential.

About State Street Global Advisors
As the asset management division of State Street Corporation, we have been serving governments, institutions, and financial advisors for over four decades. Our mission is to invest responsibly to foster economic prosperity and social progress. We are committed to creating innovative investment strategies that provide reliable and transparent returns while minimizing risk.

Work Environment
We strive to create a supportive work environment with competitive benefits, including comprehensive medical care, insurance, and savings plans. Our flexible work programs and development opportunities are designed to help you reach your full potential.

Diversity and Inclusion
We value the diverse backgrounds and experiences of our employees, believing they contribute significantly to our inclusive environment. We welcome candidates from all walks of life and are committed to active engagement with our communities.