iCapital
Overview
iCapital is looking to hire an Associate Sales Enablement specialist on the Business Solutions team. The ideal candidate will support both the Alternative Distribution team and Structured Investment Distribution team with data and reporting to help drive sales. This role will call for expertise in managing large data sets and data manipulation as well as experience with Excel, Salesforce and CRM data.
Responsibilities
Produce and maintain sales reports and dashboards in Salesforce and in Excel for the Sales and Management teams. Maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives. Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights to support sales opportunities and goals. Work closely with the Alternative Investments Sales team and Sales Management team to provide business insights and track key metrics. Qualifications
2-5 years of relevant work experience Strong Excel skills, with experience using large data sets and automation with formulas and macros Experience and in-depth knowledge of Salesforce Strong attention to detail and able to multi-task under tight deadlines Able to maintain a high level of productivity and manage multiple competing priorities Compensation and benefits The base salary range for this role is $80,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare, dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Work arrangement iCapital is an office-first culture. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Equal Opportunity iCapital is an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability, or other legally protected characteristics.
#J-18808-Ljbffr
Produce and maintain sales reports and dashboards in Salesforce and in Excel for the Sales and Management teams. Maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives. Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights to support sales opportunities and goals. Work closely with the Alternative Investments Sales team and Sales Management team to provide business insights and track key metrics. Qualifications
2-5 years of relevant work experience Strong Excel skills, with experience using large data sets and automation with formulas and macros Experience and in-depth knowledge of Salesforce Strong attention to detail and able to multi-task under tight deadlines Able to maintain a high level of productivity and manage multiple competing priorities Compensation and benefits The base salary range for this role is $80,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare, dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Work arrangement iCapital is an office-first culture. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Equal Opportunity iCapital is an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability, or other legally protected characteristics.
#J-18808-Ljbffr