sales and marketing presentations, meetings, and events. Maintain organized and up-to-date documentation
sales and marketing presentations, meetings, and events. Maintain organized and up-to-date documentation
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
demonstrations, attending trade shows and industry events, and meeting with potential clients to understand
demonstrations, attending trade shows and industry events, and meeting with potential clients to understand
understand the impact of data releases and market events and convey them to clients in order for them to
understand the impact of data releases and market events and convey them to clients in order for them to
timeously with a complete audit trail of actions and events, follows up on escalated calls to ensure completion
and revenue forecasts using CRM Participate in events, conferences, and networking opportunities for