Sales Support
FNZ(1 month ago)
HybridFull TimeMedior$78,206 - $104,780 (estimated)Business Development
Apply NowAbout this role
This role provides structured, proactive support to the business development team by managing governance processes, coordinating RFP responses, maintaining MS Dynamics CRM data, and preparing high-quality meeting materials. It enables the commercial team to focus on client engagement and deal progression by ensuring accurate records, streamlined proposals, and effective cross-functional coordination.
Required Skills
- Governance
- RFP Coordination
- CRM Management
- MS Dynamics
- Data Hygiene
- Reporting
- Presentation Prep
- Stakeholder Management
- Pipeline Forecasting
- Template Management
+1 more
Qualifications
- Bachelor's Degree in Business, Marketing, or Related Field
About FNZ
fnz.comWe provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
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