Sales Operations and Marketing Coordinator

Job Description: 

The Sales Operations and Marketing Coordinator will manage our sales operations, primarily supporting the equity research sales team, and manage all events hosted by the firm including corporate access, in-person dinners and cocktail parties, webinars and conferences, supported by two overseas staff members. In addition, this individual will be responsible for updating our marketing materials (website and one-pager) and prospecting email campaigns.

Location:

New York City headquarters (40 Wall Street)

In-person M-TH

WFH Friday

Position Reports to: 

EVP Finance and Business Intelligence

Compensation/Salary: 

$70K-$100K

Responsibilities: 

• Create and distribute email marketing campaigns to prospects 
• CRM management - support the update/entry of contacts, accounts, contact lists, events and interactions
• Ensure the complete and accurate capture of  client interaction/consumption activity in our CRM and third-party portals
• Create event invitation email templates and registration jotforms
• Create and manage calendar events
• Create and operate zoom meetings and webinars
• Schedule speakers for conferences
• Manage event updates on the website, including event showcase pages
• Assist with sales administrative requests as needed
• Manage and direct the Sales Operations two-person overseas team
• Update marketing collateral, including the website and one-pagers

Skills Desired: 

• Strong spreadsheet skills - MS Excel AND Google Sheets
• Strong data management skills
• Strong analytical skills with the ability to make sound decisions and problem solve
• Attention to detail
• Ability to multitask and prioritize multiple urgent duties
• Excellent communication skills – verbal, written, interpersonal
• A “can-do” attitude with the ability to take initiative on processes outside of defined job scope; including motivation to research and provide proactive solutions to management
• Ability to coordinate across multiple departments and external participants
• Tech-savvy - sees technology as a powerful tool to streamline work processes and seeks out new technologies to lessen the workload and improve accuracy

Ideal Candidate: 

If you thrive working in a fast-paced, smaller environment where responsibilities are broader, this position is for you. 

The candidate must possess excellent communication skills, be highly organized, excel at data entry, and have excellent planning and follow-through skills. Event planning and CRM experience are preferred.