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Sr. Analyst, Bus. Dev. Support

Company: BNY Mellon
Location: Houston
Posted on: May 16, 2022

Job Description:

Business Development Support - Performs core activities supporting the life cycle of sales, including technology product sales, implementations and demonstrations. Supports new business and ensures all client-related onboarding aspects are completed. Conducts Business Development analytics, tracks individual targets and connects with relationship managers. Performs client assessments to determine requirements and develops tailored proposals, coordinating and managing legal reviews as needed. Conducts market research, prepares pricing and profitability modeling and materials for marketing. Responsible for overall success of less complex analyses. Performs activities such as preliminary pricing, market research, and drafting marketing materials. Supports legal/business reviews for all potential projects. Coordinates with internal business units to research and gather information necessary to track current clients and potential targets. Engages with CRM systems required to track client activities and systems used to run sales analysis to ensure they are working properly. May contact the client or work with the business development or relationship management team to clarify needs. Focuses on building a strong technological expertise for product sales and demonstrations. No direct reports. Contributes to the achievement of team objectives. Additional Responsibilities include:

  • Recording pipeline deals in Engage
  • Mandating new business;
  • Preparing and requesting onboarding information to new and retentive clients
  • Assisting in the preparation of fee schedules;
  • Tracking and reporting of all onboarding activity in deal manager (DM) database
  • Support RM in preparation to BAC using the DM system
  • Ensure account set-ups are completed in GoldTier including KYC's and requesting CIDs
  • Develop partnerships amongst Corporate Trust Management, Relationship Manager, Client Service Managers, Transaction Managers, DLM and other internal support resources to achieve objectives. Qualifications:
    • Bachelor's degree or the equivalent combination of education and experience in business management or related field is required.
    • 3-5 years of total work experience in sales preferred.
    • Strong analytical and project coordination experience preferred
    • Strong communication skills, proactive approach, organized and detail-oriented background is preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Keywords: BNY Mellon, Houston , Sr. Analyst, Bus. Dev. Support, Professions , Houston, Texas

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