Client - Major Financial Firm
Duration - 12+ Months (potential for extension)
Location - Miami, FL 33131
Rate - $30.00/hr on W2 (OT past 40 hours = $45.00/hr)
Job Description:
1. Business Monitoring and Analysis
• Prepare client briefings detailing the current TTS relationship and client wallet penetration
• Work along with marketing building internal facing communications for the commercialization of the Latam agenda.
• Build and refresh portfolio decks by country and sector that continuously monitor and tracks revenue, wins and pipeline growth.
• Monitor and track overdue deals in pipeline ensuring that we consistently have an accurate and up-to-date pipeline.
• Assist in the preparation Monthly Business Reviews at the sector and sub-region level ensure data integrity and feedback capture from local and regional sales.
• Weekly Wins reporting to global teams
2.Product Strategy
• Ability to track and monitor the origination of new trade deals, assisting products creating the list of clients / segments to target.
• Look into analyzing and monitoring the current trade client base with the goal of diversifying the client base and expanding the base into ICG Clients
• Track trade training results and initiatives being recommended in order build reports for these specific campaigns showcasing the opportunities and return on investments of the training.
• Track and monitor new cash product deals based on enhancement or specific sales initiatives being discussed along with product and sales partners.
• Analyze and monitor Fee vs. NRFF composition in the current client portfolios.
• Assist in analyzing product agnostic initiative ensuring that they are quantifiable, track-able and replicable (across geographies or segments).
• Support with the coordination of the revenue realization initiative.
• Support with the coordination of the internal & external trainings using Webex as the main audio and video platform.
3. CRM Strategy
• Assist in CRM Cleanup of coverage and contact information
• Ensure data integrity in the CRM system as it relates to duplication of deals and deal cleanup
• Support with the coordination of the internal trainings using Webex as the main audio and video platform.
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Last updated on Jul 20, 2016