Support Business Development Officers by preparing for prospect engagements, including coordinating materials, logistics, and internal alignment
Manage and maintain prospect-facing content, including content library organization, version control, and customization for specific engagements
Coordinate Home Office Visit (HOV) logistics and other high-stakes meetings, including stakeholder coordination and execution support
Perform final deck polish to ensure materials are accurate, consistent, and presentation-ready for executive audiences
Maintain Salesforce hygiene, ensuring pipeline data is accurate, up-to-date, and actionable for reporting and prioritization
Support NDA and RFP processes by coordinating internal inputs, tracking progress, and driving timely completion
Track key deal milestones (e.g., meetings, follow-ups, diligence steps) and ensure timely execution across stakeholders
Draft and maintain internal deal materials, including prospect profiles
Identify opportunities to improve process efficiency, standardization, and consistency across the sales lifecycle
Partner with cross-functional teams (e.g., Marketing, Corporate Development, Legal, Transition) to remove execution friction and move deals forward

Bachelor’s degree in Business, Finance, or related field with 1–2 years of relevant experience (financial services, consulting, sales support, or similar)
1-2 years of experience in Microsoft Office (PowerPoint, Excel, Word)

Institutional Sales Engineering Associate

Key skills