Associate / Assistant Vice President of Sales Enablement and Data Specialist, iCapital

$90-130k

+ Equity + Annual Performance Bonus

SQL

Tableau

Looker

Excel

Salesforce

Power BI

Junior, Mid and Senior level

New York

More information about location

4-5 days a week in office

Fintech platform for alternative investments

Be an early applicant

Fintech platform for alternative investments

1001+ employees

FintechB2BBankingInvestingSaaS

Be an early applicant

$90-130k

+ Equity + Annual Performance Bonus

SQL

Tableau

Looker

Excel

Salesforce

Power BI

Junior, Mid and Senior level

New York

More information about location

4-5 days a week in office

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To power the world’s alternative investment marketplace.

Job

Company

Role

Who you are

Bachelor’s degree in business, finance, economics, data science, or related field
2-6 years of relevant work experience in sales operations, business analysis, or similar role
Proficiency in CRM platforms (e.g., Salesforce), Excel, and data visualization tools (e.g. Tableau, Power BI, Looker)
Strong analytical and problem-solving skills with keen attention to detail and able to multitask under tight deadlines
Experience with SQL or other data querying languages is a plus
Knowledge of revenue operations and GTM strategy

What the job involves

ICapital is hiring a Sales Enablement and Data Specialist to cover iCapital’s distribution partnership with a large wealth management client (“the Client”)
This individual will report to the Head of Business Solutions at iCapital and will support the Sales and Marketing team with data-driven insights, process optimization to increase sales and engagement outcomes
This role will play a critical part in driving strategic decisions by analyzing sales performance, geographic, channel and advisor specific engagement priorities, and forecasting trends
In addition, this individual will develop robust reporting and analytical tools for use with our client and the broader sales & marketing team by leveraging Tableau, Salesforce and Excel applications
Develop a comprehensive understanding of our wealth management client and how iCapital can serve that client
Analyze sales data to identify trends, opportunities and areas of improvement
Develop and maintain dashboards and reports to track KPIs, pipeline health, and sales performance
Support sales forecasting, territory planning, and quota setting processes
Collaborate with cross-functional Marketing, Field Sales, and Finance teams to develop regional, channel and advisor specific segmentation and coverage models, to streamline sales processes and improve alignment
Automate recurring reports and processes to improve efficiency and reduce manual work
Create and maintain documentation for reporting tools, dashboards, and data sources
Organize and examine large pools of data to provide actionable insights in support of the business
Produce management decks in support of iCapital’s distribution relationship

Our take

Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.

Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.

iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.

Steph

Company Specialist at Welcome to the Jungle

Company

Funding (last 2 of 8 rounds)

Dec 2021

$50m

LATE VC

Jul 2021

$440m

GROWTH EQUITY VC

Total funding: $680.6m

Company HQ

Murray Hill, New York, NY

Leadership

Lawrence Calcano

(CEO)

Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.

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