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iCapital Network // fintech platform for alternative investment solns
Sales, Full Time    New York, New York    Posted: Thursday, February 13, 2020
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iCapital Network is looking for an experienced & talented head of Sales Enablement. The Vice President, Sales Enablement is a core member of the marketing team working closely with the iCapital Client Sales & Technology teams in the development of a comprehensive understanding of the efficacy of the marketing & sales effort, driving growth & increasing efficiency using ( & Business Intelligence tools (e.g., HubSpot, HighSpot, Geopointe)

In addition, this individual will create a competitive intelligence discipline within iCapital, establishing a method for the collection & analysis of information to understand & anticipatecompetitiveactivity & market disruptions as an essential contribution to our ongoing business strategy.

This role will provide the right candidate with a chance to demonstrate creativity & contribute directly to the achievement of iCapitals key strategic priorities. He/she/they will shine in a fast-paced, high-growth environment that values high-quality analysis & thoughtful, informed & creative decision-making models.

Specific Responsibilities Include:

  • Create actionable sales tools & analytics, primarily using CRM data & competitive intelligence data sets. These analytics range from targeting lists for a specific campaign to identifying high level opportunities.
  • Provide predictability & monitoring via creation & ownership of leading/lagging sales metrics reports & dashboards
  • Create ad-hoc reporting for senior management, & collaborate on drawing insights, in order to support territory realignments, sales opportunities & goals.
    Actively maintain the accuracy & completeness of the CRM data in order to support sales & marketing initiatives.
  • Identify credible & comprehensive sources of market & target data, negotiate associated vendor contracts & manage integrations.
    Interpret the needs of the sales & marketing teams & translate them into best-in-class tools by working collaboratively with technology, operations & sales.
  • Develop understanding of CRM best practices for Sales team & help implementation & training
  • Work towards the goal of having the CRM system be an efficient tool for the entire organization & help them use it to achieve their goals.
  • Support a wide range of departments on the Client Solutions team (Independent & Enterprise Solutions) initially domestically, & internationally as our corporate footprint expands.
  • Evaluate, configure, & optimize CRM systems to ensure process adoption, robust data collection, & reliable reporting; manage task automation & integration of apps/tools

Key Partnersinclude:

  • CMO & SVP, Channel Marketing & SVP Head of Content on the development of tools, analytics & recommendations
  • Head of Client, Independent & Enterprise Solutions
  • Technology

Skills & Experience:

  • Undergraduate degree
  • 8-10 years of relevant work experience
  • Demonstrated expertise in support of growing & dynamic sales groups utilizing & associated technologies
  • Experience as a sales performance analyst in the financial services sector
  • Confident & collaborative solution developer
  • Strong writing, editing, & excel skills, for the development of analyses & recommendations
  • Ability to work independently & manage complex development projects
  • Firm understanding of FINRA rules & regulations
  • Familiarity with content management systems
  • A strong IT affinity & an instinct for complex business processes
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