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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and sales support capabilities, with expertise in Salesforce and CRM software. Exhibits excellent communication, organizational, and project management skills to effectively support business development initiatives.
Highest-signal resume keywords
Salesforce ProficiencyClient Relationship ManagementProject ManagementVerbal And Written CommunicationOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales SupportClient ManagementOpportunity TrackingData ProofingProcess Orientation
Soft Skills
People SkillsSelf-MotivationCollaborationAttention To DetailPositive Attitude
Tools & Technologies
SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookAdobe Acrobat
Industry Keywords
Business DevelopmentClient EngagementEastern United StatesFinanceMarket Research
About the role
Key responsibilities & impact- Support internal and external sales initiatives for the East Region business development team
- Provide sales and support for clients and prospects in the eastern United States
- Schedule and manage client calls and meetings, including trip planning, logistics, calendaring, and preparation of materials
- Administer and organize client/prospect road shows
- Respond to telephone and email inquiries and discuss Aperio’s product offerings
- Distribute marketing and research materials to clients and prospects
- Liaise with portfolio management, operations, and process engineering teams to provide responsive client and prospect service
- Collaborate on projects with Business Development Associates from other regions
- Manage Salesforce tasks, client relationships, client reviews, documentation, follow-up, opportunity tracking, prospecting lists, databases, contact segmentation, prospect identification, and sales reporting metrics
- Develop extensive knowledge of the firm’s offerings and client base
- Represent the company professionally and maintain confidentiality
- Undertake other duties as assigned
Requirements
What you’ll need- Bachelor’s degree in Finance preferred
- Five-plus years of work experience, with minimum of two years of industry experience preferred
- Excellent people skills, including the ability to ask relevant questions and exhibit effective listening
- Professional demeanor with a positive attitude
- Self-motivation and ability to work independently and collaboratively
- Excellent verbal and written communication skills
- Strong organizational and time-management aptitude, including experience managing projects and processes
- Acute attention to detail and strong proofing skills for text, data, and graphics
- Efficiency and process orientation
- Experience utilizing Salesforce or other CRM software
- Highly proficient in Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
Benefits
Comp & perks- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
- Hybrid work model with flexibility to work from home 1 day a week
- Development opportunities
- Reasonable accommodations/job modifications for individuals with disabilities