- Ensure sales opportunities are created and updated in ACA s client relationship management system
- Ensure non-standard scope, service, fee and other related client contract terms are identified and communicated to applicable ACA personnel
- Comprehend, extract, and analyze information from various data sources for data maintenance and reporting needs.
- Apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes and methods for acquiring net new names to our database
- Engage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectively.
- Perform work under minimal supervision.
- Perform ad-hoc work/special projects as necessary to support ACA on various client and internal initiatives
To qualify for the role, you must have:
- BS/BA degree in an analytical field (Computer Science, Engineering, Mathematics, Business, or related field)
- 1-3 years work experience, preferably in sales or operations
- Preferred: Work experience within the financial services industry
- Ability to exercise discretion and make independent judgments on matters of significance.
- Independence and the ability to learn quickly.
- Excellent ability to communicate across groups and levels within the organization.
- Dependable, flexible, and adaptable to new ACA initiatives and changing client needs.
- Ability to work well in a fast-paced, small-team environment.
- Strong organizational and problem-solving skills with attention to detail
- Strong oral and written communication skills
- Proficient with Microsoft Office applications, Adobe Acrobat, and the Internet
