Associate, Inside Sales

Job Description

Key Role Deliverables:Assist in the preparation and delivery of RFP, RFI, and DDQ requirementsProvide guidance, direction and training to the SDAs in the SOW teamSupport the development and management of proposals and presentation materials to aid client and prospect engagementCollaborate with various departments to ensure timely and accurate delivery of marketing and support servicesUnderstand TresVista's products and services to diagnose client requirements and propose available solutions or bespoke approachesProvide sales support on ad-hoc requirements as requested by TresVista’s senior managementContribute to the effectiveness of client engagement strategies and make recommendations for improvementKey Performance Indicators:Quantity and quality of deliverables (RFPs, RFIs, DDQs, Proposals, Presentations)Adherence to support SLAs for CGTs and Sales teamsEffectiveness in contributing to bid win ratesInternal client satisfaction (CGTs, Sr. Leaders)Innovation and process improvementEffectiveness in handling ad hoc support requestsPrerequisites: Strong understanding of RFP, RFI, and DDQ processesExcellent communication and interpersonal skillsAttention to detail and accuracy, and a client-focused mindsetAbility to multitask effectively in a fast-paced and dynamic environmentStrong organizational, teamwork and project management skillsProficiency in Microsoft Office Suite and CRM software Experience: 4+ years of experience (Bachelor’s degree) or 3+ years of experience (Master’s degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry Education:Bachelor’s degree in business, Marketing, or a related fieldAn MBA or equivalent is preferred Compensation: The compensation structure will be as per industry standards