About us @Symphony

We’ve spent the last 10 years building the financial markets largest, most trusted communication network. Over 500 market participants across the buy-side, sell-side, securities servicing, and beyond. Over half a million users from trading desks to operations and custody teams interacting securely and in real-time on Symphony.

But that was only chapter one. We’re now using our technology foundation to accelerate far beyond secure collaboration to become the standard connective layer that enables more efficient and automated workflows across the industry to bring the future to financial markets.

The opportunity and our ambition are huge. But we need passionate, dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you won’t get elsewhere.

Role Description:

The Commercial Operations Team is looking to add a resource to help support the growth in scope and activities of the Commercial/Sales Team.  In this role you will support the Commercial Team’s overall day to day activities including data management, client due diligence responses, account mapping.

Successful candidates will be able to demonstrate a history of both self-directed project work as well as being a collaborative team member. The ability to work on a wide range of topics and deal with a diverse group of internal and external customers will be critical in this role.  Finally attention to detail and a drive to achieve goals in a timely manner are required here.

Responsibilities:

• Develop and maintain dashboards for key sales metrics, providing insights to enhance decision-making.
• Conduct in-depth data analysis to identify trends, patterns, and areas for improvement.
• Maintain and manage our User Community Directory in partnership with Customer Success Team 
• Own and manage the Request for Information (RFI) Due Diligence (DD) process. Including offering support to sales managers in navigating the process and ensuring adherence to established procedures.
• Manage Due Diligence Management Tools (Loopio or similar tools) to streamline and improve the efficiency of the RFI response process.
• Continuously assess and enhance the RFI DD process for optimization and effectiveness.
• Provide support for lead generation initiatives, working closely with the sales teams.
• Support Account Managers with appointment bookings, ensuring efficient scheduling and coordination between sales representatives and potential clients.
• Conduct thorough account profiling, gathering and analyzing data to understand client needs and preferences.
• Create and maintain organizational maps for key accounts

Required Qualifications:

• Experience in a Sales support role
• Understanding of SaaS SW businesses and Financial Services business
• Proficient with Excel and SalesForce
• Exposure to Business Analysis tools
• Excellent communication and presentation skills

Compensation:

• Competitive salary
• Bonus Plan
• Benefits and Perks vary based on location.

Benefits and Perks:

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Many other fun and exciting benefits and activities!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. 

Symphony reserves the right of ownership for all unsolicited resumes submitted for this requisition and is not responsible for any fees associated with unsolicited resumes.