Senior Associate, Sales Support (Hybrid)

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. 

Job Description

• Conduct extensive industry and potential client research to support the Sales Team.  
• Contribute to the development of new business sales process, procedures and related documentation. 
• Maintain and update accounts, pitches, and contacts in OneView database.  
• Assisting with the continued maintenance and monitoring of OneView as IQ-EQs CRM and client date depository for accurate information and notifying of any system issues.  
• Work directly with the Sales Directors, to provide assistance and support through the complete sales process, inclusive of the following:  
• Conduct initial due diligence on prospective clients and update OneView with Account, Contact and initial pitch 
• Monitor and maintain records for leads, prospects and proposals for Sales Directors in OneView; 
• Arrange meetings with prospects and intermediaries; 
• Attend new business meetings and produce call note reports in OneView& conduct follow-up tasks; 
• Prepare full fee proposals for potential clients, including initial preparation of standard pricing; 
• Review lead reports for sales campaigns;  
• Assist with legal remediations of proposals and agreements. Upon proposal/agreement/amendment execution, signature or fee proposal, prepare documentation of call notes and send for onboarding. 

Qualifications

• 3 + years of experience in a sales support role required
• Has a minimum of an Associate’s degree in a related field
• Experience with CRMs (OneView)
• Proficient in Microsoft Office suite, specifically Word and Excel
• 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
• Not required but a nice to have, financial sales background

Additional Information

Compensation: The estimated salary range for this role is $85,000 - $100,000 based on skills and experience.