Interface with advisors, corporates and other business stakeholders on the discovery, scoping and sale of our Deal Services offerings
Understand client business needs, gather requirements and recommend best practices through direct client interaction
Work closely with cross-functional teams to assemble services that meet the client’s needs
Prepare cost and timeline estimates, and set client expectations
Manage opportunities and pipeline
Communicate requirements and handover deals to the Deal Service delivery team for execution
Drive sales initiatives across the Field Sales organization to drive overall Deal Services performance

Bachelors in business management or other related fields
3+ years of experience in a Sales-type role
Experience working with cross-functional teams including Customer Service, Product Management, Field Sales, Pre-sales, Legal, Marketing, and Finance
Demonstrated ability to think strategically about business, product, and technical challenges
Strong organizational skills, with the ability to work on multiple opportunities with multiple deadlines
Excellent listening, oral, and written communication skills
Self-starter with the ability to work independently and manage priorities
Ability to work under pressure in a fast-paced environment and think outside the box
Detail and goal oriented
Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.)

Customer Engagement Manager

Key skills