Client Coverage Associate

Jobtailor; Massachusetts; On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor is seeking a detail-oriented professional to support external client interactions and strategic discussions in Massachusetts. You will prepare presentations, conduct market and competitive analyses, and maintain client overviews to inform decision-makers.

You will coordinate with the Transaction Management team on contracting, manage databases, and help align cross-functional efforts with marketing and other divisions to drive account growth.

Qualifications

• Undergraduate degree in Business, Finance, Marketing or related field.
• 1+ year of work experience, preferably in financial markets or with an information company.
• Strong MS Office proficiency (Word, Excel, PowerPoint).
• Excellent written and oral communication skills.
• Self-starter with proactive approach to ad-hoc initiatives.
• Experience with Salesforce will be beneficial.

Responsibilities

• Prepare presentations, reports, and analyses for external clients and leadership discussions.
• Conduct market research and competitive analysis to identify trends and opportunities.
• Maintain client relationship overviews and account summaries.
• Support sales pipeline management and contracting with Transaction Management.
• Maintain CCO databases and tracking systems for accurate reporting.
• Coordinate team projects and create current org charts for strategic accounts.
• Collaborate with Marketing and other divisions to support brand and sales efforts.

Skills

MS Office Proficiency

Analytical Skills

Organizational Skills

Communication Skills

Self-Starter

Creativity

Salesforce Experience

Financial Services Experience

Education

Undergraduate degree in Business/Finance/Marketing or related field

Tools

Salesforce

CCO Databases

Tracking Systems

Job description

Collaborate with senior team members to prepare presentations, reports, and analyses that support external client interactions and strategic discussions
Conduct market research and competitive analysis to identify trends and opportunities within our client segments
Prepare and maintain client relationship overviews and account summaries
Support the management of sales pipeline and contracting processes in conjunction with the Transaction Management team
Maintain and update CCO databases and tracking systems to ensure accurate record-keeping and reporting
Assist in the coordination of team projects and initiatives
Create and maintain current org charts for each strategic account, including key stakeholders and sales specialists
Partner with other functions (i.e., Marketing) and Divisional teams to support the Account Management team with brand and sales efforts

Requirements

• Undergraduate degree in Business, Finance, Marketing or a related field
• 1 years’ + work experience, preferably in financial markets or with an information company
• Strong Microsoft Office (Word, Excel, PowerPoint) proficiency
• Strong analytical and organizational skills
• Flexibility and proactiveness to fulfil and drive ad-hoc team or client initiatives
• Excellent communication skills, both written and oral.
• Self-starter and creative
• Experience with Salesforce will be beneficial
• Previous experience in a financial services, financial institution or professional services role
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Core Competencies

Demonstrates strong analytical and organizational skills to support client interactions and strategic discussions, with proficiency in Microsoft Office and experience in financial markets or professional services.

Highest-signal resume keywords

• Microsoft Office Proficiency
• Analytical Skills
• Organizational Skills
• Salesforce Experience
• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Market Research
• Competitive Analysis
• Client Relationship Management
• Sales Pipeline Management
• Contracting Processes

Soft Skills

• Excellent Communication Skills
• Flexibility
• Proactiveness
• Self-Starter
• Creativity

Industry Keywords

• Financial Markets
• Information Company
• Financial Services
• Professional Services
• Account Management

Tools & Technologies

• Salesforce
• CCO Databases
• Tracking Systems