Associate, Inside Sales (Focused Accounts Relation Management)

About TresVista

TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North America, Europe and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.

Overview of the Role:

The Senior Sales Development Associate (SSDA) will be responsible for implementing account management programs covering TresVistas Focused accounts. The SSDA will ensure high levels of client engagement and integration thereby minimizing client attrition. The role will also be implementing programs to identify and generate new business opportunities for TresVista. The role reports to the VP of the Focused Accounts Relationship Management Team (FARM) and will work very closely with the VPs across the firm's Delivery teams in developing programs that enhance client engagement and ensure high levels of client integration. SSDA will be expected to provide guidance, coaching, and leadership to the SDAs.

Location:

• Pune, IND

Key Role Deliverables:

• Identify and qualify new business opportunities across the assigned Focused accounts through research, networking, and outreach
• Collaborate with the Market Development, Product and Marketing teams to create and execute targeted campaigns
• Prepare and deliver presentations to potential clients as directed by the VP of FARM
• Maintain accurate records of all sales activities and client interactions in the CRM system
• Provide regular updates to the leadership team on progress and results
• Provide account management services to Focused accounts, ensuring client satisfaction and address issues or concerns promptly
• Foster and maintain long-term relationships with key clients
• Work closely with VPs across the firm's Delivery teams to develop programs that enhance client engagement and ensure high levels of client integration
• Drive, track, and manage the implementation of various programs and initiatives aimed at retention management and identifying expansion opportunities
• Provide mentorship, direction and training to the SDAs in the FARM

Prerequisites:

• Strong understanding of the sales process and techniques
• Proficiency in Microsoft Office and CRM software
• Knowledge of market research and analysis techniques is preferred
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Ability to develop and deliver effective presentations is preferred
• Strong problem-solving skills and attention to detail is preferred

Experience:

• 4+ years of experience (Bachelor's degree) or 3+ years of experience (Master's degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry

Education:

• Bachelor's degree in business, Marketing, or a related field
• An MBA or equivalent is preferred

Compensation:

• The compensation structure will be as per industry standards