Aquent’s leading financial services/Insurance client is looking to add a Salesforce Account Coordinator to their growing team. This talent will be responsible for all day-to-day data updates across Salesforce to effectuate ongoing business needs (i.e., territory reassignments, new set ups/close outs/edits for products, organizations, contacts, investments, fundraises, portal pages, etc.). They will also be responsible for day-to-day troubleshooting and working with technology and users to log, track, and resolve issues. This role will require 3 days on-site in either Midtown Manhattan or Newark, NJ. Insurance, Financial Asset Management or Investment Management experience is nice to have. If you are interested please apply today!
Responsibilities:
- Manage user onboard and off board process, including license review, security and profile review and set up.
- Manage native Salesforce reporting as needed.
- Support InvestorFlow daily activities, including document uploads and correspondence.
- Manage Salesforce connectivity across multiple systems and operational workflows.
- Oversee and manage set up and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
- Assist with integration of third-party market intel data sources, in house AUM process, and CRM data from other PGIM institutional businesses to drive fuller understanding of client accounts and opportunities.
- Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts.
- Data and Analytics
- Deliver reporting and analytics for key stakeholders in a scalable manner that aids stakeholders in their day-to-day decision making and facilitates the sales process.
- Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the platforms.
- Work with related parties to resolve data issues.
What you will bring:
- 7+ years of Salesforces CRM experience.
- Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
- Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
- Strong accountability, adaptability, and takes initiative with a positive attitude.
What will set you apart?:
- Experience working in the investment management industry preferred.
- Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment.
- Strong analytic and project management skills.
- Detail-oriented with solid written and verbal skills.
- Ability to work independently and to orchestrate work with other team
The target hiring compensation range for this role is $35 to $39. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.
About Aquent Talent:
Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.
Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.
