Client Service & Sales Support / Prime

TN France; Puteaux; Sur place; EUR 40 000 - 70 000; Plein temps

Résumé du poste

An established industry player is seeking a Client Service & Sales Support professional to enhance sales and client service processes. This role involves managing Salesforce, automating marketing communications, and supporting investor coverage. The ideal candidate will have a Master's degree in marketing, finance, or economics, along with experience in asset management. Join a forward-thinking company committed to transparency and reliability in investment management, where your contributions will directly impact client success and business growth.

Qualifications

• At least one year of experience in asset management or finance.
• Proficiency in English; German is a plus.

Responsabilités

• Manage Salesforce tool and optimize sales activities.
• Prepare sales activity reports and presentations for management.

Connaissances

Salesforce

Microsoft Office

VBA

English proficiency

German proficiency

Formation

Master’s degree in marketing

Master’s degree in finance

Master’s degree in economics

Outils

Eloqua

AI tools

Description du poste

Client Service & Sales Support / Prime, Puteaux

Puteaux, France

At AXA IM, our purpose to act for human progress by investing for what matters is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people, and the world prosper.

As a Client Service & Sales Support, you will report to the Head of Client Services and be part of the AXA IM PRIME business unit.

AXA IM Prime is a Private Market Enabler and Hedge Funds platform offering diversified sources of private market returns across private equity, infrastructure equity, private debt, and hedge funds. With €38 billion of alternative investments under management and a seasoned team of investment professionals committed to ESG and strict risk management, AXA IM Prime emphasizes transparency and reliability. The company manages €5 billion of commitments annually over the next three years and has over 40 employees across three offices.

Discover your opportunity

Reporting to the Head of Client Services, you will collaborate with the Product & Sales team to improve and automate sales and client service processes.

Product focus includes: Infrastructure, Private Equity, Private Debt, and Hedge Funds.

Our global presence includes offices in Paris, Germany, Japan, and Italy, serving clients such as sovereign wealth funds, pensions, insurance companies, and family offices.

Your responsibilities will include:

1. Managing the Salesforce tool and digital automation initiatives to optimize sales activities and reporting, including structuring the tool and collaborating with internal teams on automation and AI enhancements. Assisting sales in defining target investor lists using various databases.
2. Overseeing AXA IM Prime’s automated marketing updates and communications via tools like Eloqua, maintaining distribution lists.
3. Supporting sales in investor coverage, including communication with third-party marketing teams, managing investor contacts, meeting reports, and deal pipelines in CRM.
4. Preparing sales activity reports and presentations for management and client meetings.

As a backup for the Client Service team:

1. Automating filtering on RFP sites to identify potential RFPs and analyzing this data systematically.
2. Supporting the structuring of responses to RFPs and due diligence meetings, contributing to high-quality content production.
3. Participating in client onboarding, setting up clients in AXA IM systems, and monitoring fund reporting delivery.
4. Assisting with referencing AXA IM Prime’s strategies and funds on consultant databases.

Your profile

Share your expertise

We welcome diverse skills and experiences.

Education / Qualifications

• Master’s degree in marketing, finance, or economics.

Experience / Skills

• At least one year of experience in asset management or finance.
• Proficiency in English; German is a plus.
• Experience with Salesforce is essential.
• Proficiency in Microsoft Office, VBA, and interest in AI tools.

Competencies

• Solution-oriented with a positive attitude.
• Creative and innovative thinking.
• Ability to work independently in a high-responsibility environment.
• Quick learner, curious, and capable of understanding complex concepts.
• Ability to prioritize and deliver under tight deadlines.
• Structured, detail-oriented, with strong communication skills.

About AXA

AXA is a global leader in insurance and asset management with 160,000 employees serving 105 million clients in 62 countries. We protect and advise our clients throughout their lives, offering products in insurance, savings, and asset management.

Our mission: Act for human progress by protecting what matters.

Our values: Customer first, Integrity, Courage, and One AXA.

About our entity

We select investments across equities, bonds, alternatives, and multi-asset strategies, managing over €887 billion in assets. AXA IM is committed to equal opportunity employment and encourages candidates with disabilities or other protected characteristics to apply, providing reasonable accommodations during the recruitment process and employment.