What are the responsibilities and job description for the Portfolio Sales Administrator position at Walrath Recruiting, Inc.?
Salary : $40,000 to $60,000
Job Title : Portfolio Sales Administrator
Job # : 5214
Location : Duanesburg, NY
Category : Sales / Administrative / Finance
Position Type : Full-time, Permanent
Description :
Our client is currently seeking a Portfolio Sales Administrator to join their team. This is a full-time, permanent position.
Responsibilities Include :
- Utilize multiple CRM systems (primarily Salesforce) to manage, track, and monitor sales and marketing activities for new and existing investors.
- Oversee electronic distribution efforts, including managing and maintaining contact lists, targeting constituencies, and tracking campaign outcomes and lead generation.
- Prepare and distribute monthly and quarterly sales activity reports.
- Develop and update sales collateral for ongoing communications with third parties and prospects.
Qualifications :
Salary : $40,000 - $60,000