Job
Description
Role Overview: TresVista, a global enterprise focused on delivering enduring value, is seeking a talented individual to join their team. As a member of TresVista, you will play a key role in providing technical understanding, project management, client relationship management, team leadership, change management, training and mentoring, process improvement, and best practices implementation. Key Responsibilities: - Demonstrate strong knowledge of private equity and investment banking deal flow process - Handle pre- and post-sales functions including prospecting, lead generation, sales outreach, sales analytics, and investor relations - Consult on CRM implementations, data management, enrichment, and maintenance - Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies - Define the scope of engagements, manage timelines, and ensure timely delivery - Efficient and effective execution of all key aspects of client deliverables - Retain and expand existing client relationships by increasing integration - Work closely with new Associates and guide them on day-to-day project management and delivery - Mentor, train, and develop Associates and Analysts - Manage team issues effectively - Contribute to the overall operational strategy for Data Quality function and responsible for the implementation of the strategy within the team - Provide timely and continuous feedback for performance improvement - Drive change management across business function vis a vis implementing and sustaining a Continuous Improvement culture - Train employees in Six Sigma methodologies thereby inculcating a culture of First Time Right, waste elimination, self RCA, and leveraging best practices - Use Six Sigma tools to improve and enhance existing processes - Identify, plan, and manage projects to drive business transformation - Instill rigor and discipline around SOP creation and maintenance with process controls identification - Support the TM team on process scoping, baselining, and transition - Partner with leading consultants on the implementation of process best practices Qualifications Required: - Preferred experience on various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, Hubspot etc - Prior experience in market research preferably in finance/investment domain - Strong grasp of various aspects of pre-sales and business development processes and analytical ability - Commitment and ownership - Strong eye for detail and ability to multi-task - Ability to meet client-driven deadlines (demanding hours requiring time management skills) - Excellent interpersonal skills and communication skills (written and oral) (Note: Omitted additional details of the company as they were not explicitly mentioned in the provided job description) Role Overview: TresVista, a global enterprise focused on delivering enduring value, is seeking a talented individual to join their team. As a member of TresVista, you will play a key role in providing technical understanding, project management, client relationship management, team leadership, change management, training and mentoring, process improvement, and best practices implementation. Key Responsibilities: - Demonstrate strong knowledge of private equity and investment banking deal flow process - Handle pre- and post-sales functions including prospecting, lead generation, sales outreach, sales analytics, and investor relations - Consult on CRM implementations, data management, enrichment, and maintenance - Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies - Define the scope of engagements, manage timelines, and ensure timely delivery - Efficient and effective execution of all key aspects of client deliverables - Retain and expand existing client relationships by increasing integration - Work closely with new Associates and guide them on day-to-day project management and delivery - Mentor, train, and develop Associates and Analysts - Manage team issues effectively - Contribute to the overall operational strategy for Data Quality function and responsible for the implementation of the strategy within the team - Provide timely and continuous feedback for performance improvement - Drive change management across business function vis a vis implementing and sustaining a Continuous Improvement culture - Train employees in Six Sigma methodologies thereby inculcating a culture of First Time Right, waste elimination, self RCA, and leveraging best practices - Use Six Sigma tools to improve and enhance existing processes - Identify, plan, and manage projects to drive business transformation - Instill rigor and discipline around SOP creation and maintenance with process controls identification - Support the TM team on process scoping, baselining, and transition - Partner with leading consultants on the implementation of process best practices Qualifications Requi
