Business Development Support Lead - Proposals & Analytics

HedgeServ; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

The HedgeServ team in Dallas is hiring for a Business Development Support role, responsible for facilitating agreement processes and client engagement globally. You will prepare analyses and proposals, and manage a significant volume of client agreements while working closely with senior management.

The ideal candidate should have a Bachelor’s degree, 3-6 years in financial services, and strong organizational skills. Proficiency in MS Office is essential for success in this role.

Qualifications

• 3-6 years’ experience in financial services and/or sales operations.
• Exceptionally organized and detail-oriented.
• Ability to meet a strict standard of quality and accuracy.

Responsibilities

• Support senior management in prospect and client discussions.
• Prepare fee analyses, proposals, and client agreements.
• Lead cross-functional projects to capture and analyze client information.

Skills

Organized

Attention to detail

Strong communication skills

Ability to work with senior management

Proficient in MS Office

Education

Bachelor’s Degree

Tools

MS Excel

MS Outlook

MS Word

MS PowerPoint

Job description

The HedgeServ team in Dallas is hiring for a Business Development Support role, responsible for facilitating agreement processes and client engagement globally. You will prepare analyses and proposals, and manage a significant volume of client agreements while working closely with senior management.

The ideal candidate should have a Bachelor’s degree, 3-6 years in financial services, and strong organizational skills. Proficiency in MS Office is essential for success in this role.