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Jr. Project Manager/Sales Tools Associate

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The Sales and Marketing Tools Associate is a hands on, detail oriented professional responsible for the overall tasks and objectives associated with the development and delivery of sales and marketing tools(email marketing platform and websites) that align with our overall sales and marketing strategies. The Associate will work closely with the vendors responsible for delivering these applications, managing the design and distribution of the various tools and analyzing the overall usage.

Principal Responsibilities:
• Manage the day to day tasks associated with development, design and distribution of various sales and marketing tools.
• Work closely with the project management teams of various third party software vendors.
• Assist in the development and promotion of functional training corresponding to the various assigned tools; conducting education sessions focused on sales ideas and marketing concepts.
• Partner with internal teams such as Compliance, IT, Training, Marketing and Product.
• Analyze overall tool and application usage; identify and address trends; implement solutions; provide regular reporting.
• Work closely with the producers and field infrastructure to engage them in tool usage and product implementation..
Knowledge/Skills/Competencies Required:
• 2+ years of experience in software and vendor management in the financial services industry and experience with sales and marketing tools
• Intermediate to Advanced skill using Microsoft Office, Excel, Power Point and Word.
Knowledge/Skills/Competencies Desired:
• Undergraduate degree
• Understanding of the financial sales process; ability to translate sales concepts and product solutions into software platforms.
• Experience with tools such as Automark, Websites
• Ability to work in a collaborative team environment and to work independently.
• Ability to work on multiple projects simultaneously.
• Ability to write clear and effective communications.
• Strong organizational skills with a focus on attention to detail.

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