CDATA[At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.In this role, you’ll make an impact in the following ways :Administers and manages key sales and CRM toolsOversees various administrative tasks required to ensure the organization reaches sales goalsTrains and assists Sales and RM teams on sales processes and systemsCreates monthly, quarterly and yearly content for executive presentations and board reportingDrives actionable insights to optimize sales process :Owns the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the businessDefines and delivers techniques to improve the funnel performance for sales managementRefines customer segmentation, assists with segmentation and territory managementTo be successful in this role, we’re seeking the following :SkillsProven track record in sales planning and sales operationsFinancial services and / or wealth management experienceExpert knowledge of Microsoft Dynamics CRMExceptional Excel skillsOutstanding data and analytics skillsQualificationsBachelors degree or the equivalent combination of education and experience is required.7-10 years of total work experience preferred.Tech-savvy : love all things tech, enjoy learning new tools, passionate about perfecting and innovating sales techPassionate about sales operations : obsessed with understanding behavioural and market trends, excited about using data to optimize sales outcomesDetail-orientedCurious : hungry and able to learn quickly and a lotAble to work under pressure, juggle multiple priorities, comfortable with tight deadlinesGreat communicator : can articulate complex concepts, comfortable with presenting ideas and results through executive memos and PowerPointsPassionate about collaboration : can and enjoys building meaningful relationships in a matrix environment s across different teams and disciplinesAt BNY, our inclusive culture speaks for itself. Here’s a few of our awards :Fortune World’s Most Admired Companies & Top 20 for Diversity and InclusionBloomberg’s Gender Equality Index (GEI)Best Places to Work for Disability Inclusion, Disability : IN – 100% score100 Best Workplaces for Innovators, Fast CompanyHuman Rights Campaign Foundation, 100% score Corporate Equality IndexCDP’s Climate Change ‘A List’Our Benefits :BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity / Affirmative Action Employer. Minorities / Females / Individuals with Disabilities / Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department / team performance, and market factors.
