What are the responsibilities and job description for the Salesforce Account Coordinator position at Aquent?
Aquent’s leading financial services / Insurance client is looking to add a Salesforce Account Coordinator to their growing team. This talent will be responsible for all day-to-day data updates across Salesforce to effectuate ongoing business needs (i.e., territory reassignments, new set ups / close outs / edits for products, organizations, contacts, investments, fundraises, portal pages, etc.). They will also be responsible for day-to-day troubleshooting and working with technology and users to log, track, and resolve issues. This role will require 3 days on-site in either Midtown Manhattan or Newark, NJ. Insurance, Financial Asset Management or Investment Management experience is nice to have. If you are interested please apply today!
Please ensure you read the below overview and requirements for this employment opportunity completely.
Responsibilities :
- Manage user onboard and off board process, including license review, security and profile review and set up.
- Manage native Salesforce reporting as needed.
- Support InvestorFlow daily activities, including document uploads and correspondence.
- Manage Salesforce connectivity across multiple systems and operational workflows.
- Oversee and manage set up and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
- Assist with integration of third-party market intel data sources, in-house AUM process, and CRM data from other PGIM institutional businesses to drive fuller understanding of client accounts and opportunities.
- Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal / inactivation of contacts.
- Deliver reporting and analytics for key stakeholders in a scalable manner that aids stakeholders in their day-to-day decision making and facilitates the sales process.
- Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the platforms.
- Work with related parties to resolve data issues.
What you will bring :
What will set you apart? :
The target hiring compensation range for this role is $35 to $39. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.
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Salary : $35 - $39
