Sales & Marketing Associate - Tacoma, WA
Job Field: Office Jobs
Location: LAKEWOOD, WA
Salary: $-
Job Type: Part Time
JOB SUMMARY:
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<td align="left"><font style="font-size: 100%;">Title: Sales & Marketing Associate - Tacoma, WA<BR>Location: US-WA-Tacoma-WM1279 Tacoma Main / 42216<BR>Job Number:_120066779<BR>Sales & Marketing Associate<BR>Functional Responsibilities<BR><BR><BR>This Sales and Marketing associate role is primarily focused on supporting Bankers in their prospecting, selling, and overall client relationship management activities. Focus and scope of specific responsibilities may be expanded or reduced as specific market demands may dictate.<BR><BR><BR>Sales Support <BR>Prospect Development<BR>* Manage and coordinate prospect development including identification, prioritization, initial qualification, and Customer Knowledge Center (CKC) entry. May include updating Client Central, conducting research on new prospects<BR>* Support market driven prospect identification and coordinate with the Business Development Group on additional prospect opportunities<BR><BR>Sales Planning Activities<BR>* Assist with call preparation; create agenda, prospect pitch books and prepare product collateral. Coordinate with all products and industry teams to obtain appropriate information for inclusion in a client pitch book as directed by banker.<BR>* Coordinate preparation of proposals with product partners as directed by Banker.<BR><BR>Relationship Planning Activities<BR>* Manage the transfer of prospects<BR>* Partner with banker to update and monitor Relationship Plans for Banker covered prospects and clients.<BR>* Coordinate Relationship Reviews and necessary follow-up activities <BR>* Leverage key tools to identify needs/solutions that will resonate with clients; recommend cross-sell opportunities. <BR>* Develop & maintain product knowledge including changes to existing products and new products. <BR>* Communicate product & tools changes to the Banker & market teams.<BR><BR><BR>Marketing and Events:<BR>? Event Management:<BR><BR>* Partner with Marketing to develop,coordinate, and facilitatesignature/thought leadership events<BR>* Research and solidify venue, catering and onsite logistics for events<BR>* Track client participation in events<BR>* Engage marketing in new sponsorship opportunities<BR><BR>? Campaign Management:<BR><BR>* Partner with Marketing to develop and execute marketing campaigns/programs<BR>* Ensure market is aware of all details, key dates and next steps<BR>* Track banker follow-up activity<BR><BR>? Communication Activities:<BR><BR>* Actively participate in market sales meetings by providing marketing updates on banker/client initiatives, competitive intelligence, industry trends, product changes<BR>* Ensure bankers are aware of sales and marketing resources available for business development activities<BR><BR>* Track client gift ordering and spend<BR>* Monitor local sources for client/prospect/competitor information<BR>* Participate in development and execution of segment/local marketing strategies<BR>* Manage nomination process & client selection for Events & Campaigns<BR><BR><BR><BR><BR><BR><BR>Reporting and Data Management<BR>* Prepare and customize market and banker performance reports<BR>* Provide analytical support<BR>* Manage key metrics - call coverage, pipeline quality </font></td>
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