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3 results for Membership Sales Associate in Boston, MA

Marketing Reporting Associate

Boston, MA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for a Marketing Reporting Associate to support the creation of high-quality, compliant reporting materials for institutional investors and consultant audiences. This position works closely with relationship management, investment, and product teams to keep marketing content accurate, relevant, and aligned with business priorities. The role offers the chance to contribute to a global investment management environment while improving the quality and efficiency of proposal and reporting deliverables. Responsibilities:• Prepare customized proposals, due diligence responses, and consultant materials that are accurate, timely, and aligned with regulatory and internal standards.• Work closely with client-facing and consultant relations partners to shape messaging that reflects current strategies and business objectives.• Keep marketing data, product details, and investment information current across multiple strategies and asset classes.• Coordinate with investment professionals and product specialists to gather insights that strengthen client and consultant reporting content.• Support ongoing consultant relations activity by helping maintain clear, consistent, and responsive communications.• Use proposal management platforms such as Loopio to organize content and improve the efficiency of recurring reporting workflows.• Review written materials carefully to ensure they are precise, complete, and tailored to the needs of each audience.• Help identify and implement process improvements that enhance the consistency and turnaround time of reporting deliverables.• Monitor market and industry developments and incorporate relevant context into reports and marketing responses.We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization. Responsibilities:• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.• Maintain and update accurate marketing and strategy information across various asset classes.• Partner with investment and product teams to gain insights and enhance reporting materials.• Provide ongoing support for consultant relations, ensuring effective communication and engagement.• Utilize tools such as Loopio to streamline the proposal and reporting processes.• Ensure all written materials are thorough, precise, and tailored to client needs.• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.• Stay informed about financial market trends and integrate relevant insights into reporting.• Assist in identifying opportunities for career growth within the organization.
2026-08-18T00:00:00Z

Temp Client Service Associate

Boston, MA
onsite
Temporary / Contract
26 - 27 USD / Hourly
We are looking for a detail-oriented Client Service Associate to support currency administration activities and provide responsive service to clients in Boston MA. This Long-term Contract position is ideal for someone who is organized, interested in financial markets, and comfortable working in a fast-paced environment with daily deadlines. The role focuses on coordinating routine deliverables, addressing client questions, and maintaining high service standards through consistent execution of established procedures. Responsibilities:• Manage day-to-day support for assigned currency administration accounts, ensuring time-sensitive activities are completed accurately and on schedule.• Respond to client questions in a timely and attentive manner, escalating issues when needed to support service expectations.• Coordinate with managers and internal teams to confirm daily outputs are delivered according to client commitments.• Partner with regional offices to maintain smooth handoffs and consistent completion of required client work.• Apply established operating procedures to complete production tasks with accuracy, consistency, and attention to detail.• Maintain a strong working understanding of currency administration services to support client needs and internal processes.• Monitor assigned activities for completeness and quality, helping identify and resolve exceptions promptly.
2026-08-27T00:00:00Z

Sales Analyst

Lawrence, MA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are looking for a Sales Operations Coordinator to support sales operations and provide the reporting, coordination, and analytical insight needed to keep commercial activities running smoothly in Lawrence, Massachusetts. This role blends hands-on operational support with data-driven analysis, helping teams manage customer setup, promotional activity, merchandising efforts, and day-to-day sales requests. The ideal candidate brings strong organization, sound judgment, and the ability to turn business data into clear, useful information for stakeholders. Responsibilities:• Coordinate incoming sales-related requests by monitoring shared communication channels, organizing priorities, and routing matters to the appropriate internal contacts.• Support the setup of customers, products, and vendors by maintaining accurate records across internal systems and external platforms.• Prepare recurring and ad hoc sales reports, dashboards, and summaries that highlight trends, performance results, and actionable business insights.• Keep projects and daily workflows on track through task management tools, ensuring deadlines, responsibilities, and follow-up actions are clearly managed.• Provide oversight and direction to the Sales & Marketing Assistant to help maintain efficient execution of routine operational activities.• Assist the sales team with product samples, presentation materials, meeting logistics, and post-meeting follow-up to strengthen customer support.• Help coordinate promotional and retail merchandising initiatives by tracking deliverables, timelines, and cross-functional communication.• Contribute to operational improvements related to sales processes and system-based workflows when business needs require updates or transitions.
2026-08-21T00:00:00Z