Proposal and Analyst

Apex Group

2 - 5 years

3 - 7 Lacs

pune

Posted:2 weeks ago| Platform:

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Skills Required

senior analyst talent acquisition billing data quality sales process stakeholder management operations recruitment crm salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Partner with Sales and other staff involved in the sales process all Opportunity owners.
Interpret proposals, including fee proposals sold to prospective clients, and build these in Salesforce.
Confirm that the fee proposal makes sense and the right combination of products has been sold.
Configure quotes in Salesforce, add necessary products and pricing.
Undertake administrative work associated with the Opportunity, including:
Creation of any new accounts.
Establishing an accurate account hierarchy
Enrichment of account data.
Adding necessary documents.
Ensure accuracy of Deal team and split to capture commission correctly.
Collaborate closely with Opportunity Owners (Sales, CRM, CSMs), plus Onboarding, Client Data team, and Data Quality team.

Required Skills & Experience

Proven experience in the Funds industry , particularly regulated environments.
Strong working knowledge of Salesforce ; CPQ experience is highly desirable.
Ability to interpret complex fee proposals and translate them into system configurations.
High attention to detail and commitment to data accuracy.
Strong communication and stakeholder management skills.
Experience working in a multi-regional, cross-functional environment.
For Europe support, experience in the regulated funds industry is required.

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