PGIM - Executive Sales Assistant
Core
Executive Sales Assistant supporting the Business Development team by managing CRM data, coordinating complex sales logistics, and handling executive administrative tasks.
Role type
Senior Executive Sales Assistant (Sales Support)
Builds
Sales enablement materials, client meeting logistics, and CRM data integrity for the Institutional Client Group
Domain
Financial Services / Institutional Asset Management
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Salesforce power user, CRM data management, meeting logistics coordination, travel and expense management, calendar management, compliance approval processing, advanced Microsoft Office (Excel, PowerPoint, Word), proofreading
Preferred skills
Project management experience, experience supporting senior executives or sales professionals, proficiency in third-party data providers (Preqin, MMD)
Technologies
Salesforce, Seismic, PowerBI, Microsoft Teams, Preqin, MMD
Responsibilities
Create and maintain organization and contact records in Salesforce; coordinate logistics for in-person, virtual, and hybrid meetings including roadshows and due diligence; manage sales representative schedules and travel arrangements; secure compliance approvals for gifts and entertainment; enter call notes and update sales opportunities; review audit reports and update records as needed.