Sales Strategy Professional - Data Solutions - Remote

Overview

This role will be pivotal in supporting the growth and expansion of iCapital’s enterprise presence across various channels, focusing on driving new business and supporting executive leadership.

In Short

• Prepare materials for executive-level initiatives within Data Solutions.
• Support sales leadership with strategic proposals and project scoping.
• Create visualizations for executive meetings.
• Maintain understanding of market trends and competition.
• Create pitch decks for enterprise-level prospects.
• Conduct demos of alternative data management technology.
• Assist all business units in creating presentations.
• Act as a subject matter expert for iCapital Data Solutions.

Requirements

• Bachelor's degree in a related field.
• 5+ years of client service or relevant financial industry experience.
• Excellent client relation skills.
• Well-organized and self-motivated.
• Knowledge of Wealth Management products.
• Knowledge of alternative investment lifecycles preferred.
• High attention to detail.
• Strong communication skills.
• Comfortable with new technologies.

Benefits

• Base salary range of $95,000 to $110,000.
• Compensation package includes salary, equity, and bonuses.
• Comprehensive benefits package including healthcare.
• Employer matched retirement plan.
• Unlimited paid time off (PTO).