Associate, Inside Sales

Key Role Deliverables:

• Assist in the preparation and delivery of RFP, RFI, and DDQ requirements
• Provide guidance, direction and training to the SDAs in the SOW team
• Support the development and management of proposals and presentation materials to aid client and prospect engagement
• Collaborate with various departments to ensure timely and accurate delivery of marketing and support services
• Understand TresVista's products and services to diagnose client requirements and propose available solutions or bespoke approaches
• Provide sales support on ad-hoc requirements as requested by TresVista’s senior management
• Contribute to the effectiveness of client engagement strategies and make recommendations for improvement

• Key Performance Indicators:

• Quantity and quality of deliverables (RFPs, RFIs, DDQs, Proposals, Presentations)
• Adherence to support SLAs for CGTs and Sales teams
• Effectiveness in contributing to bid win rates
• Internal client satisfaction (CGTs, Sr. Leaders)
• Innovation and process improvement
• Effectiveness in handling ad hoc support requests

Prerequisites:

• Strong understanding of RFP, RFI, and DDQ processes
• Excellent communication and interpersonal skills
• Attention to detail and accuracy, and a client-focused mindset
• Ability to multitask effectively in a fast-paced and dynamic environment
• Strong organizational, teamwork and project management skills
• Proficiency 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 field
• An MBA or equivalent is preferred

Compensation:

• The compensation structure will be as per industry standards