Sales Development Associate, Client Growth Team

Overview of the Role:

The Sales Development Associate (SDA) will play a crucial role in supporting the Client Growth Team (CGT) by providing Comprehensive Sales, Marketing, and Administrative Support to the commercial efforts of the CGT and the Relationship Managers (RMs) in particular. This position is designed to help streamline operations, enhance client relationships, and drive expansion (cross-selling and upselling) growth in the existing base-of-business assigned to the CGT. The SDA will work closely with SSDAs and the RMs and will be reporting directly to the CGT Leader. The role may require occasional travel.

At TresVista, we are committed to the growth and development of our employees. The SDA will have a clear career progression path. Successful SDAs can advance to the role of Senior Sales Development Associate (SSDA). With continued excellence, they can further progress to Vice President (VPs), Executive Vice President (EVPs), and eventually Senior Vice Presidents (SVP). Each role progression involves taking on a larger set of account management responsibilities and higher sales targets, providing ample opportunities for professional growth and career advancement.

Key Role Deliverables:

• Assisting RMs in preparing Sales Presentations, Proposals, and Contracts
• Conducting market research to identify potential clients and opportunities
• Coordinating marketing campaigns, managing social media accounts, and creating promotional materials
• Organizing events and webinars to engage clients and prospects
• Handling scheduling and meeting coordination for RMs, as well as maintaining and updating client databases and CRM systems
• Serving as a point of contact for clients, addressing inquiries and providing information as needed, and assisting in managing client relationships to ensure high levels of customer satisfaction
• Generating and analyzing sales reports, track performance metrics, and providing insights into the CGT

Prerequisites:

• Strong organizational and multi-tasking skills are essential
• Excellent communication and interpersonal abilities
• The ability to work independently and as part of a team is crucial
• Proficiency in Microsoft Outlook, PowerPoint, Excel, CRM systems, and other productivity tools
• Experience in Financial Services and/or Outsourcing Industry will be a plus, along with knowledge of digital marketing tools and techniques is preferred
• Familiarity with data analysis and reporting is preferred
• Strong commercial acumen, be a good communicator, eloquent, possess good writing skills, be ambitious and confident, and see themselves in future sales roles and even sales management roles

Experience:

• 0-2 years proven work experience in Account Management, Sales, or a related field

Education:

• Bachelor’s degree in business, Marketing, or a related field

Compensation:

• The compensation structure will be as per industry standards