Business Development Enablement Specialist at Prescient

Purpose of role:

• The Business Development Enablement Specialist will be responsible for the ownership, administration, and optimisation of the Institutional Client Relationship Management (CRM) platform. This role plays a critical part in ensuring the integrity of client and prospect data, enabling effective business development activities, and supporting strategic decision-making through accurate reporting and insights.
• The successful candidate will act as a key business partner to the Institutional team, driving CRM best practices, enhancing operational efficiency, and supporting client engagement initiatives through effective data management, reporting, and process improvement.

Duties and responsibilities:

CRM Management & Data Governance:

• Take ownership of the Institutional CRM platform, ensuring it is effectively maintained and optimised to support business objectives.
• Maintain the integrity, quality, and accuracy of client, consultant, prospect, and intermediary data within the CRM system.
• Implement and monitor data governance standards, ensuring compliance with internal policies and best practices.
• Perform regular data audits and cleansing activities to maintain high-quality information and reporting.

Business Development & Pipeline Support: 

• Support the management of the Institutional sales pipeline by ensuring opportunities, activities, and client interactions are accurately captured and tracked.
• Assist with opportunity management, pipeline reporting, and business development analytics.
• Support relationship managers and business development professionals in maintaining meaningful and accurate engagement records.
• Coordinate and monitor client contact strategies and engagement activities to support business growth initiatives.

Reporting, Analytics & Insights: 

• Produce regular management information (MI), dashboards, and business development reports for internal stakeholders.
• Analyse CRM data to identify trends, opportunities, and actionable insights that support strategic decision-making.
• Monitor key business development metrics and provide data-driven recommendations to enhance team effectiveness.
• Assist in preparing presentations, reporting packs, and performance updates for management and business stakeholders.

Client & Consultant Database Management:

• Maintain comprehensive and accurate records of institutional clients, prospects, consultants, and key industry contacts.
• Ensure contact segmentation and classification structures remain relevant and aligned to business requirements.
• Support targeted marketing, engagement, and business development activities through effective database management.

Event & Engagement Support:

• Support the planning and execution of client and consultant events through effective CRM management.
• Maintain attendee records, invitation tracking, registration data, and post-event engagement information.
• Produce event-related reporting and insights to measure engagement and return on investment.

Process Improvement & Operational Excellence:

• Identify opportunities to streamline, automate, and improve business development and CRM-related processes.
• Support the implementation of system enhancements, workflow improvements, and operational efficiencies. Promote CRM best practices and provide support and guidance to users across the Institutional team.
• Contribute to projects and initiatives aimed at improving team effectiveness and client service delivery.

Required experience and qualifications:

• Relevant tertiary qualification in Business, Finance, Information Systems, Marketing, or a related field.
• Proven experience in CRM administration, sales operations, business development support, or a related role.
• Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar systems).
• Strong analytical and reporting skills with advanced proficiency in Microsoft Excel.
• Experience creating dashboards, management reports, and business insights. 
• Strong attention to detail with a focus on data quality and accuracy.
• Excellent organisational and stakeholder management skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment. 
• Experience within financial services, asset management, investments, or institutional markets would be advantageous.

Key competencies: 

• Data Integrity & Attention to Detail.
• Analytical Thinking. 
• Relationship Management.
• Planning & Organising.
• Process Improvement.
• Stakeholder Engagement.
• Problem Solving.
• Collaboration.
• Results Orientation.