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Posted: Friday, June 16, 2017 7:21 AM

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Duties & Responsibilities:

Internal sales support to national accounts and international teams to, fulfill follow-up requests, manage progress, track next steps with firms, manage calendars, follow up on meetings, webinars, intro calls, provide necessary materials, follow-up to affect business, and help to keep team organized and ensure team is keeping Salesforce up to date
Responsible for taking notes on national accounts and international team calls, noting key updates in Salesforce and reporting to management to ensure follow-up
Track prescribed selling agreement process in Salesforce and monitor next steps; produce reporting to management
Liaison with third party law firms to facilitate third party report requests from due diligence officers
Runs the selling agreement logistical processes for national accounts and the international team; to include composing agreement, sending materials to DD officers, pushing through execution of referral, dealer and consultant agreements, logging in Salesforce, tracking all details in SalesForce and saving internally, working with marketing to send intro email and sending update to Ascendant team
Work with Database Manager to import and assign all new broker-dealer contacts of firms and new rep lists
Research and update profiles of broker-dealer firms; work with external account manager to notate firm’s due diligence process in Salesforce
Provide regular reports to back offices with updates on production, % of total raise, top producers, # of producers, etc
Coordinate and execute on any deliverables to support the growth of the foreign markets team and channel
Work with national accounts external and international team to identify (potential) producers and commitment and upside from each (potential) producer in territory and manage the commit to actual spreadsheet; should track to annual goals and be provided to management on time; management should be made aware of any changes in monthly, quarterly and annual commits
Makes sure external sales is equipped and ready for all meetings, webinars, seminars, etc. with data, materials, sales updates
Works with client relations to introduce to potential producers and take subscription process past the point

Deliverables:

Quarterly reports to back office with defined data based on inferred needs or requests (top producers, total raise, raise by firm, % of AUM)
Weekly Salesforce report provided to supervisor tracking status of selling agreements, including next steps
AI portal that is up to date
Clean, up to date due diligence binder with organized database of executed agreements
Job Type: Full-time

• Location: Austin, Austin, TX

• Post ID: 20077103 austin
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