Job Advert:
Sales Coordintor
London, UK

Internationally recognized for its private events, Institutional Investor Memberships and Forums has delivered unique, exclusive events—highly interactive forums for senior financial executives and investors to hear from global thought leaders and selected solutions providers. Our closed-door approach encourages an exchange of information and experiences among peers that is the hallmark of truly relevant, productive events and it is that factor especially that sets us apart. Through expert-led panel discussions, presentations, guest speakers and live market research, our memberships and forums brings together leading experts in the investment landscape to assess how the investment objectives of institutions are changing and how investment professionals should evolve with them.

We are seeking a Sales Coordinator to work closely with the five-person EMEA sales team in London to grow the business and provide crucial support in managing client relationships.

Knowledge, Experience & Skills

• Excellent client communications skills, including telephone and email.
• Strong Microsoft Office skills, especially Word, Excel, Outlook, Adobe Acrobat, Teams and Powerpoint.
• Required knowledge of Salesforce and Pardot.
• Experience of working in the Financial Industry especially Asset Management would be preferred.
• Project managements - well organized, numerate, and able to multi-task

Responsibilities
These include EMEA sales team support, including prospecting, client servicing, reporting and data.

• Assist with sales of memberships and events in Europe from sales contact through to closure of contract.
• Help prepare and manage the processing of client contracts for the sales team
• Manage Salesforce CRM for business in support the Sales Team & Operations.
• Assist with reconciling Salesforce data and contracts.
• Create Sales Force reports
• Assist and liaise with finance on late invoicing and payment of invoices
• Work with the sales team to manage and respond to client queries, through telephone, email or alternative contact points.
• Liaise with internal client servicing & operations team as a central point of contact on tasks such as client renewal status, client queries and contracts
• Client onboarding
• Help with execution of prospecting emails for new sales. Knowledge of Pardot and mail-merge processes preferred.
• Assistance in the generation and researching of lead lists
• Assistance in sourcing contacts at prospect asset managers.
• Assist with scheduling and preparation of meetings including compiling historical activity of account with II and retrieving data from Sales Force
• Assist sales team with the organization of marketing tasks as required.
• Assist with client LinkedIn and promotional posts

Institutional Investor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


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