Lead Sales Experience Specialist

Posted 19 Days Ago
Be an Early Applicant
Rancho Cordova, CA
122K-145K Annually
1-3 Years Experience
Financial Services
The Role
Join Franklin Templeton's Sales and Marketing Client Experience team as a Lead Sales Experience Specialist to develop and implement critical business processes for global sales teams on technology platforms. Responsibilities include collaborating with sales teams, influencing technology solutions, and tracking processes for continuous improvement. Qualifications include a Bachelor's degree, experience in finance and/or technology, strong communication skills, and understanding of sales processes and technology platforms.
Summary Generated by Built In

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for a Lead Sales Experience Specialist to join our growing team.

What does our Sales & Marketing Client Experience team do?

Franklin Templeton’s Sales and Marketing Client Experience team optimizes business processes and experiences for our sales and marketing teams to facilitate collaboration, planning and information exchange across our technology platforms. We are seeking a Lead Sales Experience Specialist to join our growing team and work directly with global sales teams to develop best-in-class processes at scale. Business process modelling, consulting and a keen interest in technology platforms are desirable skills. Understanding Franklin Templeton’s product offerings, sales processes (retail and institutional), possessing client-first focus and strong influencing will be essential skills.

What are the ongoing responsibilities of a Lead Sales Experience Specialist?

You will partner with Sales, Marketing, Client Services and Franklin Templeton Technology to develop and implement critical business processes for key user personas that can be incorporated into our sales technology platforms:

  • Leverage your background in sales to develop business processes for sales that minimize manual work, reduce friction and maximize the use of technology platforms and data

  • Play a senior role in collaborating with global sales teams to understand and document their pain points with process, data and technology

  • Influence our technology partners and application owners to ensure that the technology solutions reflect our best-in-class business processes and user journeys

  • Devise ways of tracking and measuring our best-in-class processes to ensure that we are continuously improving the end user experiences

  • Review and respond appropriately to internal partner inquiries

What qualifications, skills and experience would help someone to be successful?

  • Bachelor’s degree required with experience in finance and/or technology

  • Strong understanding of Franklin Templeton sales processes, product suite and/or technology platforms

  • Excellent verbal and written communication skills required. Ability to effectively convey ideas and strategies to a broad range of stakeholders is critical

  • Highly collaborative and able to work effectively in a team environment

  • Intellectual curiosity with respect to Finance, Technology, Data and/or AI

  • Self-driven with ability to manage key internal and external relationships at all levels of the organization and bring empathy, thought-leadership and a win-win mindset

  • Strong listening and critical-thinking skills and an ability to quickly diagnose a problem and devise creative business and technology solutions

  • Comfortable working in ambiguous situations where the right outcomes are not obvious

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be $122,000.00 - $145,000.00.

#LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

  • Three weeks paid time off the first year

  • Medical, dental and vision insurance

  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits

  • Employee Stock Investment Program

  • Learning and Education Assistance Program (LEAP)

  • Purchase of company funds with no sales charge

  • Onsite fitness center and recreation center*

  • Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

The Company
HQ: San Mateo, CA
11,198 Employees
On-site Workplace
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk.

US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products.

View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin

©2022 Franklin Templeton. All rights reserved.

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