Job Purpose
The Client Experience Associate will help deliver the insights, tools, and content needed to enhance sales performance and client engagement. You’ll work cross-functionally with Sales, Product, Marketing, and Operations to drive efficiency and scale across the organization.
Responsibilities
- Develop and maintain sales enablement materials such as pitch decks, product overviews, battle cards, and market intelligence focused on NYSE’s transaction businesses (equities, options, market data).
- Assist in the development and maintenance of dashboards and internal reporting tools
- Use analytical and problem-solving skills to analyze sales performance, identify trends, and generate actionable insights.
- Partner with Product and Sales to interpret complex data and translate it into digestible, client-ready information.
- Manage and update internal enablement platforms and CRM systems (e.g., Salesforce, Monday.com) to ensure timely access to relevant tools and information.
- Support ongoing initiatives to enable the relationship management team with product strategy and sales messaging.
Knowledge and Experience
- A record of outstanding academic achievement, including a bachelor’s degree in finance, Economics, Business, Marketing, or a related field.
- Proficient in PowerPoint and comfortable creating visually clear and persuasive content.
- Knowledge of SQL, Tableau and Excel for data analysis. Knowledge of Python, R, or other common languages is helpful.
- 1+ years of experience in a business, sales, or finance-focused role.
- Familiarity with productivity tools like Miro, Monday.com is a plus.
- Strong communication and interpersonal skills with the ability to collaborate across teams.
- A proactive mindset and genuine interest in financial markets, particularly in equities, options, and data services.
