With Intelligence is an information exchange connecting allocators and fund managers across various asset classes, providing the necessary insights and data for smarter asset allocation decisions. The Sales & Customer Operations team plays an essential role in supporting our sales and customer success initiatives across our business intelligence product suite.
We are currently looking for a dedicated Sales & Customer Operations Associate to join our growing team. This position requires a proactive self-starter with an enthusiastic attitude, comfortable working both independently and collaboratively.
Key Responsibilities:
- Provide operational support to sales and customer success teams.
- Act as the primary point of contact for customer-facing teams and clients.
- Handle lead management and ensure proper assignment to the sales team.
- Maintain high data integrity to facilitate the achievement of commercial objectives.
- Oversee account administration to maximize customer usage.
- Utilize Salesforce for managing customer records efficiently.
- Execute data cleanup and transformation tasks within Salesforce and other systems.
- Assist with additional tasks as assigned by the manager.
Requirements
- 1+ years of relevant experience.
- Proficient in written and spoken English.
- Familiarity with Salesforce and proficiency in MS Office, especially Excel and Outlook.
- Experience with customer service tools (like Zendesk or Freshdesk) is advantageous.
- Strong multitasking and time management skills.
- Detail-oriented, organized, and meticulous.
- Resourceful with solid research abilities.
- Ability to accept feedback constructively and a willingness to learn.
- Proactive, responsible, and comfortable with accountability.
- Ability to work independently or as part of a team primarily during SGT 4:00 pm to 1:00 am or SGT 3:00 pm - 12:00 am.
- Is willing to be in a 1-year contractual employment - (Maternity Cover)
Benefits
Why Join With Intelligence?
With Intelligence is a leading provider of data on, and for, the alternative asset management industry. We deliver and provide a unique and rich blend of data and intelligence that includes profiles, fund information, people, indices, news, performance metrics, valuable analyst perspectives, and our renowned investors’ intentions and preferences. This is required for our clients to spot their next big opportunity. Via our data platform and our events, we help businesses to make the right connections and conversations to achieve their goals.
With Intelligence values togetherness with its people in enhancing holistic wellness that extends even outside of work:
Employee Wellness and Support
- Hybrid Set up.
- HMO Coverage from Day 1 – free for employee and 2 dependents
- Life Insurance Coverage from Day 1 – up to 4x annual salary
- Employee Assistance Program (EAP) thru Lifeworks
Learning and Growth
- Premium access to Go-1 LMS with over 8000+ courses
- Monthly Lunch and Learn sessions
Top Skills
What We Do
With Intelligence provides the insight-enriched, exclusive data you need to power smarter asset raising, capital allocation and deal origination.
We have been at the heart of the alternatives and private markets since 1998 and have an unparalleled network. Our data is unique, ahead-of-the-market and sourced directly from allocators and fund managers. It’s enriched with expert intelligence and actionable, forward-looking insights. And it gives you the breadth and depth on your markets, from big market trends and competitor activity, to the detail on specific companies, funds
and investors. It’s designed to give you a critical advantage. And it’s only available here.
Get the advantage in alternatives, With Intelligence
