Related skills
crm forecasting data analysis ai excel📋 Description
- Prepare senior-ready business updates with performance metrics
- Support strategic distribution initiatives and targeted sales campaigns
- Project-manage growth initiatives including new product launches and market entry planning
- Oversee pipeline tracking, dashboards, and crediting coordination
- Coordinate CRM usage, training, enhancements, and data hygiene
- Identify opportunities to use tech, data, and automation to improve sales processes
🎯 Requirements
- Strong academic record
- 3+ years in consulting, IB, asset/wealth/private markets, or related strategy/sales
- Strong analytical and problem-solving skills with data-driven insights
- Exceptional PowerPoint skills for clear, senior-ready narratives
- Strong Excel skills for data analysis, forecasting, and modeling
- Strong written and verbal communication for senior stakeholders
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