Senior Specialist Client Data, Sales Analytics & AI jobs in United States
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DWS Group · 5 months ago

Senior Specialist Client Data, Sales Analytics & AI

DWS Group is an industry-leading firm with a global presence, focused on innovative investment solutions. The Senior Client Data Specialist will support client-facing staff with data-driven segmentation, develop sales KPIs, and create actionable insights for sales and marketing teams.

Asset ManagementFinanceFinancial Services

Responsibilities

Support US client facing staff make the best out of their time with data driven segmentation
Create client focus lists and next best action recommendations
Drive the adoption of Sales KPIs and best practices in data management
Create visualization strategy in order to provide actionable insights to sales and marketing teams
Develop the US client segmentation strategy in the Wholesale business
Collaborate with the CRM team to reflect US needs in the Global data model
Develop US specific dashboards, reports and analyses supported by Client Data team in India and the IT

Qualification

Asset management knowledgeSales performance managementData analysis skillsSalesforce experienceClient segmentation strategyRelationship managementAnalytical mindsetDetail-orientedOut of the box thinking

Required

Profound understanding of the asset management industry, preferably in a B2B environment
Understanding of sales performance management and related KPIs
Proficient in handling large and complex data sets
Confidence in managing relationships with senior stakeholders
Must be detail-oriented and have an analytical mindset with the ability to deliver key insights through ‘out of the box' thinking
Bachelor's degree required

Preferred

Experience in client facing role is a plus
Understanding of CRM concepts and best practices. Prior experience with Salesforce is a plus

Benefits

Healthcare
Company perks
Retirement plan
Physical, emotional, and financial wellness benefits

Company

DWS Group

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DWS Group is an asset managers with EUR 704bn of assets under management.

Funding

Current Stage
Late Stage

Leadership Team

G
Greg Staples
Managing Director
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Hepsen Uzcan
Managing Director
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Company data provided by crunchbase