Research Administrator supporting financial services with data management and product analysis. Collaborate with Superannuation Research Manager and Analysts in a dynamic team environment.
About the role
- Sales Administration partner keeping Salesforce data pristine and supporting Major Enterprise sales team. Managing logistics and improving operational efficiency for high-impact sales activities.
Responsibilities
- Enforce consistent Salesforce usage, data cleanliness and pipeline integrity across the Majors book
- Manage logistics, agendas, prep materials and follow-ups for executive briefings, customer events and C-suite engagements
- Build the first weekly, monthly and quarterly reporting deliverables that the Majors reps will rely on to give leadership visibility into how their performance is tracking
- Identify administrative and system bottlenecks and make recommendations to address them, making workflows smoother for reps
- Establish timely, accurate Request Ops coverage (e.g., handling RFPs, NDAs, vendor onboarding, quote staging) so that reps spend zero time on administrative documentation
- Making sure all Majors reps’ Salesforce records, opportunities, contacts, tasks and forecasts are current, accurate and aligned with the sales process
- Generate weekly, monthly and quarterly reports on pipeline health, deal metrics and work with the reps to help explain trends to leadership
- Help with lead and account assignments, setting up cadences, account plans and other rotational tasks to support sales
- Create slides, one-pagers, executive decks and briefing materials for customer meetings
- Prepare pre-read packages, agendas and send follow-up email templates
- Respond to time-sensitive administrative requests from customers and partners, including RFP response assistance, NDA execution, vendor onboarding and staging quotes
- Work with Marketing, Sales Operations and the Majors team to coordinate on content, campaigns and new sales motions
- Own weekly operational updates and drive them into action
- Lead weekly meetings with AEs to review CRM records, customer notes, and other documentation, as well as update forecasting
- Conduct monthly reviews to ensure accounts, opportunities, and leads are correctly aligned with sellers and routing issues are addressed; drive quarterly data closure for past-quarter activities and ensure readiness for new quarters
- Own smaller projects like competitor analysis summaries, internal enablement materials, or ad hoc data pulls.
Requirements
- Experienced in sales operations, sales support, account coordination or a similar role at tech companies that have experienced high-growth
- Experienced in Salesforce, and are comfortable using it to do reporting, build dashboards and enforce data hygiene
- Able to learn and leverage sales tooling like LinkedIn Sales Navigator, Outreach, Fathom, etc.
- Organized and able to manage projects end-to-end by keeping multiple balls in the air at once, meeting deadlines with shifting priorities
- Can clearly communicate ideas verbally and through writing
- Proactive and resourceful, anticipating needs before they’re asked
- Can collaborate well with sales reps, Operations, Marketing and leadership
- Bonus if you’ve had prior experience in Enterprise or account-based sales support.
Benefits
- Eligible to participate in Meter's equity plan
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