Sales Market Business Development Analyst Jobs

Understand program needs and document clear and detailed business requirements, including the creation of process flows

Strong experience with excel financial modeling

Excellent communication and organizational skills, positive, motivated and the ability to multitask

Degree: Bachelor’s in Finance, or a related field

Work Experience: 2 + years’ experience in a similar role

Evaluate prospective acquisitions opportunities while building models in Excel

Own all internal reporting related to sales/fundraising (e.g. Senior Management reporting, attribution, sales projections, consultant coverage, heat maps)

Strong product experience and a knowledge/understanding of the competitive landscape

Evaluate consultant research, institutional investor activity, and manager lineups via investor databases and industry trade publications

Review operations and finances, research sales leads, and help develop improved business strategies

Manage and update Crescent’s CRM (Salesforce) system with client contact information, meeting notes, and reporting of activity

Maintain knowledge and understanding of Crescent’s investor base, products invested in, plan types, consultant relationships, cross‐sell opportunities, sales coverage, etc.