Advertising/Marketing/Public Relations, Computers, Software, Finance/Economics, Financial Services, Installation, Maintenance, and Repair, Sales, Research & Development, Energy / Utilities
Under general supervision, partners with and supports the Managing Director to support the Sales Management operating model.
Provides analysis support, proactively manages data and data sources, prepares periodic reports on key company metrics including local market activity.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for the management and maintenance of the market database of all occupiers and investors. Creates and manages lists of targets, tracks progress and issues periodic updates.
Ensures business plans, tracking reports, pursuit strategies, analyses, and various other scheduled and ad-hoc reports, dashboards and analyses are accurate and completed/delivered on time.
Prepares materials for and participates in market meetings/calls, broker debriefs, supports the Finishing First process.
Partners with Research and Marketing in generating reports and supporting materials for Sales Management.
Acts as the local Salesforce expert, assisting brokers, support staff, management and others in the full utilization of the tool. Helps users become familiar with all functions of the tool to facilitate integration of Salesforce into the culture of the market.
Learns, supports and drives the adoption of other broker technology tools. Learns other systems and tools as directed by the Managing Director.
Performs other duties may be assigned.
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from 4-year college or university required. Minimum of 2 years of related experience and/or training. Prior sales experience preferred.
CERTIFICATES and/or LICENSES
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
Requires knowledge of basic financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions.
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Technically savvy with solid experience using sales database systems, Microsoft Office (PowerPoint, Excel, Word), Outlook, Tableau, Power BI.
Strong knowledge of Salesforce.com is a plus.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to coworkers and supervisor.