＜Position Summary＞ We have a great opportunity for a Sales Professional within the Regulatory Risk and Compliance space to join our growing and dynamic team who has a passion for sales and has a ”hunter” mentality.
The Proposition Specialist has responsibility for driving the Risk business development activity and will be responsible for a gross recurring and outright sales revenue goal.
＜Role Responsibilities＞ ・Develop and manage a sales pipeline in relation to Regulatory Risk and Compliance products and solutions, Worldcheck, EDD etc ・Build lasting relationships with senior level customer contacts in AML, Compliance, Anti Bribery & Corruption & KYC Operations ・Accurately forecast sales pipeline via Refinitiv CRM with weekly, monthly and quarterly focus ・Research and develop territory to build focus lists of potential customers ・Develop and Execute a business plan aimed at delivering against Gross revenue targets ・Leveraging market research, domain, and solution selling expertise to determine customer needs and create optimal sales strategy ・Maintaining up-to-date understanding of industry & regulatory trends and technical developments that affect target markets. ・Establish, collaborate, develop, and maintain industry or other business segment contacts that lead to sales and robust pipelines ・Develop and deliver sales presentations that educate the customer and shorten sales cycle ・Developing sales and marketing proposals for customers on Refinitiv Risk products and services ・Provide product feedback and enhancements required to penetrate new markets or accounts ・Develop and maintain communication with a strong focus on collaboration to all levels of staff and customers
The Business Development Representative (BDR) is vital to the Sales & Marketing process and is tasked with identifying and generating sales opportunities within a set of defined target accounts that fit our Ideal Customer Profile. The role will be primarily focused around researching the Target Accounts and performing outreach through emails, calls, and social media whilst adhering to best practice contact cadence motions delivered within agreed SLA’s. These motions will be supported by CRM and Sales Engagement tools.
Supporting this role, new prospects will be identified by customer analytics, predictive marketing models and proactive client engagement activities across specified types of financial institutions and corporate entities, within a geographic region or product segment. The role will ultimately use next generation technology and prioritized prospect lists, specialized by client type and the expertise of channel marketing operations.
The BDR role will qualify, screen and validate potential business deals within the Target Accounts by analyzing requirements, assessing the propensity to buy and ensuring current and potential clients can navigate our suite of services, products and solutions. As a BDR, you will tell our story to secure a follow-up meeting to discuss those products with a proposition sales specialist or account manager.
●Primary responsibilities ・Investigate and research Target Accounts to gain a working understanding of the business, identify key challenges and market motivators for needing a our service, product and/or solution ・Proactively identify contacts within each account related to defined campaigns or growth opportunities ・Review, action and execute prioritized outbound contacts and inbound leads for each account and/or across various financial institutions, client types and geographical regions ・Effectively leverage and use sales engagement tools, system and processes, including but not limited to our Client Relationship Management (CRM) system, Sales Automation platform and predictive marketing insight data ・Generate sales opportunities within target accounts
●Secondary responsibilities ・Identify, establish and nurture relationships with key stakeholders across sales, marketing and operations to support effective target account growth and collaborative success outcomes ・Take responsibility for ongoing learning and development relating to our services, products and solutions and maintain and share professional knowledge through education, networking, events, and presentations ・Identify market trends and translate them into Outbound marketing and prospecting campaigns ・Champion our services, products and solutions to strengthen the company’s brand and market position internally with key stakeholders, existing and/or new clients
＜Position Summary＞ Manages book of business, grows and retains revenue and market share at the designated accounts. Maximizes customer satisfaction, and achieve company’s strategic objectives with accounts under management. Develops and executes account strategy. Co-ordinates Account Activities to provide strong, consistent service levels. Works with stakeholders across the board to deliver stronger, more relevant value propositions helping customer to grow their business, minimize risks or improving productivities.
＜Essential Responsibilities＞ ・Builds and maintains strategic account plans for accounts under management. ・Manages, retains and grows revenue, responsible for sales and accountable for service performance. ・Responsible for enterprise relationship between our company and account. ・Develops strong, high level, contact network within accounts. ・Drives execution of our company’s strategy on the account level. ・Identifies new opportunities, lead sells Enterprise and desktop solutions. ・Works with and utilizes experts/specialists onto the team where required, has oversight of all account activities. ・Prioritizes and directs resources in the account team. ・Responsible for forecasting, keeping management engaged with accounts in a timely fashion, analyses impact from intelligence on competitor activity, provides feedback to Market Development Group. ・Owns local account information in relevant CRM systems. ・Responsible for net sales and revenue quota achievement. ・Responsible for local account plan as well as executing priorities. ・Acts as customer’s advocate within us and our ambassador within client’s enterprise. ・Responsible maintain and increase desktop usage by delivering various training activities.
・Provide first level support covering application usability & customization; content search, explanation & integrity for Trading, Risk Management and Wealth Management customers ・Effective servicing of cases and strict adherence to case query handling procedures. Follow the appropriate procedures to respond to complaints, escalations and outages ・Maintain trusted relationship with customers to provide additional information, updates, and resolution to issues. Meet all access targets across telephony channels ・Identify and refer problems affecting customers and influence the timely resolution of customers’ enquiry, including referrals. This would include escalation to Customer Support Team Manager and liaising with different parts of the organization as appropriate. ・Build and maintain local and overseas relationships with other resolver groups across the organization to ensure appropriate resolutions are provided in a timely and accurate manner ・Recognize and escalate recurring problems, areas and processes for improvement ・Develop deep markets and product specialization through Specialized Learning pathways to increase the value of service delivered to customers