Sales Support Analyst

TL;DR

Sales Support Analyst: Providing top-notch customer service and support to financial advisors for alternative investments, driving new user registrations and managing advisor relationships. Focus on pre-sale, sale, and post-sales activities, problem-solving for investment creation and servicing, and maintaining CRM records.

Location: Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. Greenwich, Connecticut, United States

Salary: $75,000–$85,000

Company

hirify.global is a company that provides financial advisors with access to alternative investment solutions.

What you will do

• Drive new user registrations by proactively engaging financial advisors and educating them on the hirify.global value proposition.
• Lead campaigns designed to promote new product launches, conferences, and thought leadership publications.
• Develop, maintain, and support strong relationships between key advisors and firms in the region.
• Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
• Manage referrals to the hirify.global Structured Investments, Architect, and Client Solutions teams.
• Maintain accurate Salesforce CRM records and populate user profile characteristics.

Requirements

• Bachelor’s degree in a related field.
• Experience in investment or financial service fields.
• Strong proficiency in Salesforce, PowerPoint, Excel, and Word.
• Demonstrated aptitude for project management and ability to prioritize and execute several requests.
• Strong client focus and customer service skillset with outstanding judgment and critical thinking.
• Attainment of Series 7 and Series 63 licenses within 120 days of hiring date.

Nice to have

• Tableau or other business intelligence tools experience.
• Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date.

Culture & Benefits

• Hybrid work schedule: in the office Monday-Thursday, remote on Friday.
• Compensation package includes salary, equity for all full-time employees, and an annual performance bonus.
• Comprehensive benefits package including an employer matched retirement plan.
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off (PTO).