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Business Experience Planning & Administration Specialist Senior – Shareholder Representative – Escrow Agent – Paying Agent Partnership Development

Business Experience Planning & Administration Specialist Senior – Shareholder Representative – Escrow Agent – Paying Agent Partnership Development

CompanyPNC Financial Services
LocationPittsburgh, PA, USA, Minneapolis, MN, USA
Salary$55000 – $112700
TypeFull-Time
DegreesBachelor’s, Associate’s
Experience LevelSenior

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