15 дней назад
Distribution Sales Reporting Co-op Spring 2027 (January - June)
21 - 25$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Distribution Sales Reporting Co-op Spring 2027 (January - June) (Business Intelligence/Sales Reporting): Delivering scheduled and ad-hoc sales reports and supporting CRM dashboards for distribution and sales teams with an accent on reporting accuracy, user adoption, and business technology. Focus on tracking usage metrics, gathering user feedback, and maintaining training materials across a corporate-wide technology initiative.
Location: Boston, United States; hybrid remote/onsite work environment
Hourly pay: $21.00–$25.00
Company
is a global investment management firm focused on creating long-term value and helping clients and institutions build more secure financial futures.
What you will do
- Distribute daily, weekly, monthly, and quarterly sales and activity reports to management and sales teams.
- Run ad-hoc reports requested by sales management and business teams.
- Track and update feedback from active user groups to support application adoption and functionality improvements.
- Monitor user adoption and create usage metrics for reporting and CRM dashboards.
- Collaborate with internal teams to develop and maintain training materials.
Requirements
- Currently enrolled in an undergraduate co-op program and able to commit to the full six-month term.
- Availability to work Monday through Friday, 35–40 hours per week, from January 13 through June 25, 2027.
- Bachelor’s degree studies in Business, Marketing, or Communication preferred.
- Strong attention to detail, multitasking ability, self-motivation, and work ethic.
- Interest in technology and its application in business.
- Ability to work effectively in a team environment.
Nice to have
- Excel and PowerPoint skills.
Culture & Benefits
- Six-month co-op experience integrated with academic studies.
- Co-op orientation, senior leadership speaker series, social and networking events, and presentation challenges.
- Exposure to investing, the mutual fund industry, employee engagement, and sales at an asset manager.
- Collaborative environment focused on strong ideas, professional development, and meaningful work.
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