Business Experience Planning & Administration Specialist Senior – Shareholder Representative – Escrow Agent – Paying Agent Partnership Development
Company | PNC Financial Services |
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Location | Pittsburgh, PA, USA, Minneapolis, MN, USA |
Salary | $55000 – $112700 |
Type | Full-Time |
Degrees | Bachelor’s, Associate’s |
Experience Level | Senior |
Requirements
- Bachelors Degree, Associates Degree and or equivalent experience.
- 3+ years of related sales and or marketing administrative experience.
- Strong interpersonal skills to work effectively with a variety of sales professionals and sophisticated external clients.
- Strong organizational and administrative skills.
- Detail oriented and deadline driven.
- Ability to review data and determine trends.
- Ability to use Microsoft Office: Word, Excel, Power point.
- Ability to use CRM is a plus.
- Sales reporting experience is a plus.
- Knowledge of mergers and acquisitions is a plus.
- Ability to work in a fast paced sales team environment.
Responsibilities
- Review and communicate information on announced M&A transactions via MergerMarket, Pitchbook, etc.
- Proactively monitor and analyze market trends impacting Escrows & Paying Agent services to provide guidance to the Sales/RM team on potential market opportunities.
- Stay up to date on industry shifts, identify emerging opportunities, and monitor competitor activities.
- Monitor the law firms engaging in transactions by analyzing the deal sizes, competitor pricing strategies, and other factors of specific transactions.
- Provide a weekly summary of the major deals closed or engaged by PNC and its competitors, detailing the involved law firms, transaction types, and size.
- Provide comprehensive insights to the Sales/RM team including charts illustrating the number of deals engaged by the law firm, the type of deals, and the revenue generated by each law firm.
- Assist sales team in preparing sales outreach/communications/marketing pitch/call confirmation and attendance as needed/deal documentation (fee schedules, product feature/function, etc.) with potential and current clients.
- Update CRM activity and deal progression.
- Assist with planning client events and occasionally participate in such after standard business hours.
- Log call reports around our calling activity and opportunities.
Preferred Qualifications
- Business Development
- Business Intelligence (BI)
- Competitive Advantages
- Competitive Strategies
- Data Integration
- Data Mining
- Salesforce Database
- Strategic Planning