F

CRM Sales Specialist

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Job Description - CRM Sales Specialist

THE ROLE

As CRM Sales Specialist
you will take ownership of driving business
development activity from London, with a focus on engaging institutional
clients, cross -commodity funds and industry associations. The role
combines client acquisition and relationship management with strategic
commercial initiatives, positioning FIS for growth in new markets and
strengthening its profile across the industry. It will utilise our
internal CRM system and relationships to find new business, as well as cross
selling our services to existing customers.  



Responsibilities & Competencies


Key responsibilities:


·         Develop
and execute CRM campaigns to drive engagement, retention and
revenue 
 

·         Promote
FIS bespoke products, with the primary goal of acquiring new
clients 
 

·         Enhance
and build strong working relationships with prospects, cross -selling
to our existing client base
 

·         Build a pipeline
of new business, maintain reports and communications through
our CRM
 

·         Conduct
regional market analysis in order to establish the main point of
competitive advantage, keeping abreast of competitive environment and
trends to ensure FIS maintains place as market leader
 

·         Proactively
source and develop new clients, identify client requirements, and
provide presentations/demonstrations to qualified leads
 

·         Assist in getting
new clients onboarded, working with relevant internal colleagues to
make this process as quick as possible and helping clients understand the
requirements
 

·         Capture
feedback from market players, sharing this internally to help improve systems
and processes
 

·         Assist with
projects to work on sales strategy and product roadmap
 

·         Provide
reports on sales activity as required by management team
 

·         Support
a risk and compliance aware culture and comply with FIS company
policies
 

·         Significant
travel may be required as an integral part of the role
 

 

Risk and Compliance

·         Maintain awareness of evolving regulation and
market standards.  

·         Exercise judgement and act with integrity, due
care, skill and diligence and open and co -operative with the NFA
other regulators and exchanges 

·         Ensure full awareness of and adhere to internal
policies that relate to the role or any relevant other activities 

·         Observe standards of market conduct and ensure
understanding and adherence to all regulatory, exchange or clearing house
requirements applicable to role 

 

Training

     Regular management feedback to ensure meet
requirements

     Complete any mandatory training required by the company
and required deadlines

     Maintain own Continued Professional Development
(CPD)



Requirements

Key Competencies / Skills

·         Knowledge of all FIS products and markets; sound
knowledge of derivatives as well as underlying markets in
general 

·         Strong interpersonal skills and ability to build
relationships with internal and external stakeholders 

·         High, positive energy and an ability to
orchestrate a variety of client activities including on site demos,
webinars, calls etc 

·         Excellent written and verbal communication, and
numerical skills 

·         Ability to multi -task and manage time
effectively; manages expectations 

·         Proven ability to engage and build relationships
with institutional clients. 

·         Tenacious, adaptable and resilient in
fast -moving environments. 

·         Competent in Excel, Word, Teams and CRM
systems 



Benefits

Our rapidly growing business offers a dynamic
environment for talented, entrepreneurial professionals to achieve results and
grow their careers.

·   Competitive salary and discretionary bonus

·   Learning & Development / CPD opportunities

·   Pension scheme

·   Gym membership

·   Employee Assistance Programme

·   Private healthcare and life assurance scheme

·   25 days holiday

·   Season ticket travel loan

·   Cycle to work scheme

·   Electric Vehicle Scheme



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