Analyst, Client Strategy

Sotheby's International; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Sotheby's is seeking a Client Strategy Analyst to collaborate with Client Strategists on research for top client meetings, regional reviews, and auctions. You will ensure data accuracy in CRM, prepare briefs and family trees, and assist with post-sale research and new-buyer activation.

Strong Excel/PowerPoint skills and 2–3 years in auctions or art market are preferred. Ideal candidates will excel in analytics, be detail-oriented, and communicate effectively with cross‑functional teams,

Qualifications

• Advanced analytical and research skills and the ability to identify and drive growth opportunities.
• Ability to run basic stats and work through large quantities of data to analyze trends.
• High degree of accuracy and attention to detail, with excellent writing/editing skills.
• Excellent communication and interpersonal skills.
• Superior organizational skills with the ability to prioritize multiple tasks with speed and efficiency.

Responsibilities

• Partner with Client Strategists to research for team meetings including top client reviews, regional meetings, and to support key auctions.
• Ensure the accuracy and integrity of client information in client system/CRM throughout the year.
• Creation of team meeting briefs, family trees and high-level presentations to provide an overview of key families/clients and related stakeholders.
• Support pre-sale targeting initiatives, including creative brainstorming for top lots, research potential new bidders.
• Sale targeting: partner with Client Strategists to drive pre-sale targeting initiatives to strategically sell our auctions in collaboration with Digital Marketing and Thread Genius/AI teams.
• For bespoke seated events, assist with invitation list building, collaborate with Special Events team, and create client biographies.
• Conduct research for post-sale meetings, recording action points and deliverables to ensure business-getter follow through.
• Competitor analysis: Analyze known competitive transactions, distill key insights, and assess business development opportunities.
• Data analysis and aggregation in Excel using Sotheby's proprietary databases.
• Creating PowerPoint presentations/project decks as required.
• Support team meetings and internal presentations by taking meeting minutes, paying close attention to action points, and circulating following the meetings.
• Assist with maintenance of long-term project pipelines and large data sets.
• Analyze and create clear stats from large data sets reviewing Sotheby's collector base.
• Identify trends in data and analytics to support coverage initiatives.
• Proposals: Provide strategic data points for Sotheby's proposals for sale, including prospective buyers and key statistics.
• New buyer activation: Analyze and providing insight on trends related to new bidders and buyers and reactivation of existing ones, complete sales-driven research, and develop strategies to enhance client retention.
• Use available resources including media, Wealth-X, and Sotheby's CRM to identify client opportunities.
• Regularly and systematically review Collector/Rich lists, including Forbes, ArtNews Top 200, real estate listings, and other media to ensure the accuracy of Sotheby's existing client data and identify potential new clients.

Skills

Analytical skills

Research skills

Communication skills

Writing/editing skills

Attention to detail

Education

Auction/art market experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

ABOUT SOTHEBY'S

Established in 1744, Sotheby's promotes access and ownership of exceptional art and luxury objects through auctions, private sales and retail. Our deep expertise across 70 selling categories is supported by a leading technology platform and a global network of specialists spanning 40 countries. Selling categories include Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits and Design, as well as collectible cars and real estate through RM Sotheby's and Concierge. Sotheby's Financial Services is a leading art lender and provides capital solutions for collectors around the world, having originated more than $12 billion in loans since its inception. Sotheby's new global headquarters is now open at the iconic Breuer building at 945 Madison Avenue in New York City.

THE ROLE

Sotheby's Client Strategy team develops and implements strategies around existing clients and gathers intelligence on key high net worth individuals in order to generate commercial opportunities. Partnering with areas of the business including Specialist Departments, Regional Offices, Marketing, Business Intelligence, Special Events, and other key business units, this team is responsible for spearheading initiatives to maximize Sotheby's reach within its existing and prospective client base.

The Client Strategy Analyst will work in tandem with Client Strategists to contribute to short-, mid- and long-term strategic initiatives. The responsibilities include coordinating global projects, executing top client strategies, data analysis and data maintenance, cross-departmental prospecting research, and new client identification. The Analyst will play a key role in leveraging both external and internal client data to drive business initiatives, including (but not limited to):

RESPONSIBILITIES

Client Strategy

Partner with Client Strategists to research for team meetings including top client reviews, regional meetings, and to support key auctions

Ensure the accuracy and integrity of client information in client system/CRM throughout the year

Creation of team meeting briefs, family trees and high-level presentations to provide an overview of key families/clients and related stakeholders

Support pre-sale targeting initiatives, including creative brainstorming for top lots, research potential new bidders

Sale targeting: partner with Client Strategists to drive pre-sale targeting initiatives to strategically sell our auctions in collaboration with Digital Marketing and Thread Genius/AI teams

For bespoke seated events, assist with invitation list building, collaborate with Special Events team, and create client biographies

Conduct research for post-sale meetings, recording action points and deliverables to ensure business-getter follow through

Competitor analysis: Analyze known competitive transactions, distill key insights, and assess business development opportunities

Client Coverage Initiative and Data Analysis

Data analysis and aggregation in Excel using Sotheby's proprietary databases

Creating PowerPoint presentations/project decks as required

Support team meetings and internal presentations by taking meeting minutes, paying close attention to action points, and circulating following the meetings

Assist with maintenance of long-term project pipelines and large data sets

Analyze and create clear stats from large data sets reviewing Sotheby's collector base

Identify trends in data and analytics to support coverage initiatives

Proposals: Provide strategic data points for Sotheby's proposals for sale, including prospective buyers and key statistics

New buyer activation: Analyze and providing insight on trends related to new bidders and buyers and reactivation of existing ones, complete sales-driven research, and develop strategies to enhance client retention

Client Prospecting and Research

Use available resources including media, Wealth-X, and Sotheby's CRM to identify client opportunities

Regularly and systematically review Collector/Rich lists, including Forbes, ArtNews Top 200, real estate listings, and other media to ensure the accuracy of Sotheby's existing client data and identify potential new clients

IDEAL EXPERIENCE & COMPETENCIES

Minimum 2-3 years related auction or art market experience, or related experience in an analyst role

Advanced user of Microsoft Excel, Word and PowerPoint

Advanced analytical and research skills and the ability to identify and drive growth opportunities

Ability to run basic stats and work through large quantities of data to analyze trends

High degree of accuracy and attention to detail, with excellent writing/editing skills

Excellent communication and interpersonal skills

Superior organizational skills with the ability to prioritize multiple tasks with speed and efficiency

Team player with a positive working rapport with colleagues

Ability to work on multiple tasks and under pressure

Ability to think