Sales and Client Management Administrator

SGH Macro Advisors produces concise, forward-looking proprietary reports on the major central banks and on key economic and policy developments that drive global bond, equity, and currency markets. 

Founded in 2009, SGH has over the years built a reputation as a thought leader and source of well-informed, cutting-edge information, analysis, and insight on policy and financial markets. Its briefings and reports are highly valued by many of the world’s most well-known and influential hedge funds, money managers, and policymakers. 

SGH Macro Advisors is seeking a detail-oriented and hardworking Sales and Client Management Administrator. 

Your responsibilities will include, but are not limited to: 

Sales and Client Management Administrator

Client Relationship Management (CRM) Data Entry & Maintenance:

·                   Accurately input and update client information (contacts, location, title, interactions) in the close.com , and streetcontext.com CRM system.

•  Track sales leads, opportunities, and deals in close.com and Billing Document
•  Schedule and manage ongoing client meetings, calls, and events.

Client Communication:

·                   Respond to client inquiries and requests in a timely and professional manner. 

• Coordinate communication between clients and sales representatives.
•  Assist with client onboarding and training.
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Sales Operations & Administration

Sales Reporting & Analysis:

·                   Download and present updates from close.com on the sales updates at our weekly meeting. 

•   Write notes of our weekly meeting and email out to our sales team
•   Assist with sales forecasting and budgeting.

Event Planning & Logistics:

·                    Assist with coordinating and support sales events, conferences, and meetings .

•  Manage event logistics, including venue booking, travel arrangements, and materials.

SGH Team Support:

·                   Provide general administrative support to the sales and content team, including specific client/prospect communication, scheduling, travel arrangements, and expense reports.

• Assist with sales team meetings and off-sites.

Research & Content Support

Research & Data Collection:

·                   Conduct research on industry trends, competitor activities, and potential clients.

Content Support:

·                   Assist with sending out Reports for all content team members. 

• Maintain the SGH website and social media channels (currently twitter).

Additional Skills Needed: 

·                   Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), CRM software 

•  Communication & Interpersonal Skills: Excellent written and verbal communication, strong interpersonal skills, and the ability to build rapport with clients and colleagues.
•  Organization & Time Management: Highly organized and detail-oriented with the ability to prioritize tasks and meet deadlines in a fast paced, time sensitive environment.

·                   Adaptability: Flexibility to adapt to changing priorities and new challenges in a dynamic environment.