Regional Director
Posted on :
23-08-2024
Employer Active
1 Vacancy
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Job Description
Location : New York
Typ : Onsite
Our Client is a rapidly growing invitationonly community of private investors sharing deals insights and contacts. With a focus on alternative and offmarket deal flow shared benefits and investor services our client serves as a kitchen table around which highly engaged highnetworth individuals can discuss and debate compelling unexpected opportunities in emerging sectors.
Position Overview
The Regional Director is responsible for ensuring that members derive maximum value from the platform. This includes maintaining their interest encouraging renewals and promoting the platform to others. The Regional Director is assigned a specific region to oversee with the goal of ensuring a positive experience for all members. Responsibilities include account management product adoption event planning and sales activities.
Responsibilities
- Manage Onboarding: Schedule onboarding calls use visual collateral to walk members through the benefits of the platform and capture Expertise and Interests (EnI) catalog for each member.
- Quarterly Checkins: Conduct regular checkins with members to track their progress and ensure they are enrolled in sticky products and succeeding on the platform.
- Product Adoption Goals: Meet product adoption goals across the region by leveraging onboarding and quarterly checkins to push various products with limited ad hoc communication to members.
- Event Planning and Participation: Collaborate with the community to plan and attend events to build community cohesion and engage members.
- Membership Renewal: Ensure members have a positive experience such that they renew their memberships.
- Generate Referrals: Generate referral leads from existing members and conduct screening calls with qualified leads to generate new member sales leads.
About You
- Location: Based in New York
- Education: Bachelor s degree or equivalent experience
- Experience: Minimum of 5 years in account management or sales preferably in the financial or investment industry
- Skills: Strong communication and interpersonal skills high emotional intelligence ability to work independently and manage multiple tasks simultaneously
- Travel: Willingness to travel as needed for inperson meetings and events
- Passion: Passion for building relationships and helping people succeed
What We Offer
- Competitive Salary and Equity
- Flexible Work From Home Policy: 24 floating work from home days per year
- Health Coverage: Up to $1000 a month for healthcare premiums
- 401K Plan
- Workspace: Gorgeous office in Madison Square Park NYC
- Lunch & Snacks: Bagels every Monday lunches twice a week and access to office snacks and beverages!
- Hardware Setup: Laptop and accessories (monitors etc.) provided
Salary Information
- OTE (On Target Earnings): $200000 $275000 based on successful attainment of quota/metrics
- Base Salary: $100000 $125000 based on experience
adoption,communication skills,emotional intelligence,sales,account management,investment industry,onboarding new customers,financial industry,financial & operational modeling,financial advisory,interpersonal skills
Employment Type
Full Time
Key Skills
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