Support the sales organization by improving efficiency, providing resources, and ensuring alignment between sales processes and business objectives
Maintain accurate data in records in Salesforce, add notes and files to records
Generate and distribute sales reports; collect and collate data for reports using MS Power BI, Transparency Plus and Salesforce
Provide internal support for sales documentation and processes
Use Wiza, ZoomInfo, Sales Navigator to help find leads
Assist with planning and analysis of local sales events
Recommend improvement efficiencies for sales processes
Organize and process various orders for materials, gifts, and documents
Work with colleagues in Marketing, Finance, Trading and New Accounts as well as sales reps to create and send important client reports
Attend and take notes in client meetings and post to Salesforce
Projects as assigned
BA or BS degree
2+ years' experience in sales support, operations or administrative roles
Strong organizational skills, multitasking ability and follow-through in a timely manner
Excellent communication skills
Ability to manage multiple priorities independently
Proficiency in MS office tools (especially Excel) and Power BI (preferred)
Experience with Salesforce and LinkedIn Sales Navigator
Ability to analyze data and ensure reports are accurate and make sense
Health Insurance : Highly competitive medical, dental, and vision programs
Hybrid Environment : Our employees have the flexibility of working in the office and from home.
Health Care and Dependent Care Flexible Spending Accounts : You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
Maven Family Building Benefit : Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
Building Wealth - 401(k) Savings Plan : Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
The current pay range for this role is currently $66,000 to $80,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, and internal guidelines.
This role will also be eligible to participate in Tradeweb's discretionary bonus program.
This role is expected to remain open until 4/1/26.
Pre-Tax Commuter Benefits Program
ARAG Legal Services
Employee Assistance Program
Tuition Reimbursement
Financial Wellness Tools
Travel Assistance Benefits
Pet Insurance
Corporate Gym Subsidies
Wellness Perks
Paid Time Off and Parental Leave
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ICD Sales Operations Associate - Boston - Tradeweb
Description
Company Description
ICD is treasury's trusted provider of investment technology and the corporate client channel of Tradeweb, a leading global operator of electronic marketplaces for rates, credit, equities and money markets. ICD provides tools for organizations to independently research, trade, analyze, and report on investments. With ICD Portal, over 500 organizations across 65 industries in more than 45 countries gain unbiased access to the market for managing liquidity. Organizations can manage risk across their entire investment portfolio with the AI-driven solution, ICD Portfolio Analytics. All of ICD's award-winning technology solutions are co-innovated with clients, making ICD a preferred provider among corporate treasury professionals.
At ICD, our team of dedicated professionals is passionate about fostering a creative and collaborative culture that leads to company success. As part of Tradeweb, we share a commitment to prioritize the needs of our clients to help continually deliver innovative, best-in-class solutions. Our work environment is fast-paced, dynamic, and fun and filled with individuals from diverse backgrounds and experiences.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf
Job Responsibilities
We are looking for a proactive and detail-oriented Sales Operations Associate to support our world-class Sales team.
Qualifications
Additional Information
Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:
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