Account Associate
About the job
This job is about supporting a high-performing sales team within Perpetualâs NSW IFA channel. By combining data insights, sales support, and client coordination, you will play a crucial role in driving sales activity and enhancing client engagement. The team thrives in a collaborative environment that values accountability and continuous improvement, ensuring everyone feels empowered to make an impact.
You'll be responsible for
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Analysing Salesforce data
Analyse Salesforce data (FUM, flows, activity) to identify risks and opportunities.đ
Supporting Key Account Managers
Support Key Account Managers with outbound sales calls and proactive activity.đ
Preparing Salesforce dashboards
Prepare and maintain Salesforce dashboards, campaigns and reporting.Key criteria
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Salesforce data analysis experience
Proven experience analyzing Salesforce data for insights.View
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Client engagement skills
Demonstrated ability to coordinate client meetings and communications.View
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Degree in finance or commerce
Bachelor's degree in Finance, Commerce, or related discipline required.View
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