Job Description

Location: Anywhere in the US

GENERAL DUTIES & RESPONSIBILITIES

• Target markets and white space analysis
• Analyzes client base for cross-selling & upsell opportunity
• List and contact building out for target campaigns 
• Facilitate Moment based campaigns and reports for campaign effectiveness
• Accelerate new pipeline by partnering with Sales on customer identification & market segmentation  
• Partner with Sales Operations to leverage pipeline reporting and other campaign initiatives
• Contact building & Data Quality
• KPI Dashboard & Data-Driven Insights
• Develops and recommends tactical and strategic plans for processing operations.
• Ensure Lead follow-ups and Lead source tracking 

EDUCATION REQUIREMENTS

*College Degree preferred but not required.

  Background/Experience:

• 4+ years’ experience in Business Development, Sales, and Lead generation
• Strong reporting and analytical skills  
• Exceptional written and verbal communication skills.
• Experience in working in a cross-functional team environment and managing a global team
• understand campaign planning process, develop & simplify campaign enablement process
• Ability to thrive in a fast-paced, unpredictable environment.
• Adept at project management and cross-functional collaboration.
• Keen design and data visualization skills – you know how to transform enablement data to generate useful insights and be easily digestible.
• Ability to create effective presentations for all audiences
• Knowledge of the financial services industry
• Advanced skill in the use of MS Office, MS Project, and Tableau