Sales

• Proactively gain an excellent understanding of RFA product knowledge and the USP areas attributed to the firm.;Target decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading & Brokerage).;Source new sales opportunities through various methods such as (but not limited to) Social Media, Email, telephony, networking. Research accounts, identify key players and identify the prospective client need for the services and products they are interested in.;Introduce RFA managed services to new prospects within assigned territory.;Team with channel partners to build pipeline through referrals.;Maintain Client database entering all relevant information on a daily basis including new sales opportunities;Help plan and create sales presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve Client issues;Monitor market conditions, IT innovations, competitors' services, prices, and sales.;Route qualified opportunities to the appropriate sales managers for further development and closure.;Track activity, prepare and maintain records for sales leads and account status in company’s centralized CRM system.;Maintain sales managers’ calendars with upcoming client appointments and conference attendance.;Create and maintain Microsoft Excel files for monthly data summary reports. Update formulas, tables, macros, etc. to analyze data.;Attend relevant network events to increase visibility of RFA offerings by networking with prospects in person.;Assist marketing department with any relevant marketing campaigns to be promoted with prospective clients.;Learn and understand the target sector in order to assist with networking and RFA promotional activities.;Close sales and achieve quarterly quotas.

Sales Associate

Client Services Representative

• Provide on-site technical support to system users by troubleshooting issues and working directly with vendors to resolve major hardware and software problems.
• Maintain systems, install new equipment, and make modifications to client infrastructure as requested.
• Able to troubleshoot mobile devices (setup, email and security tokens).
• Assist system users by confidently troubleshooting Tier 1-Tier 3 issues, including: Active Directory, MS Exchange, O365, MDM, SharePoint and DNS.
• Evaluate client’s operational efficiency of different IT systems and recommend improvements.
• Manage ticket queue by manually documenting, tracking, and monitoring problems while ensuring all tickets are responded to and closed in a timely manner.
• Interact with RFA clients using clear and concise communication in order to facilitate ticket status updates and product availabilities.
• Manage MS Exchange environments and Active Directory (e.g., add, delete, change) as needed and keep up-to-date.
• Effectively demonstrate a sense of urgency while acting in a professional, calm manner and manage appropriate and realistic expectations to ensure overall client.
• Leverage critical thinking skills to evaluate all possible solutions and use appropriate judgement to apply most effective resolution methodology.

Sales Associate

Client Services Engineer