A career in IBM Consulting embraces long-term relationships and close collaboration with clients across the globe. In this role, you will work for IBM BPO, part of Consulting that, accelerates digital transformation using agile methodologies, process mining, and AI-powered workflows.
You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio, including IBM Software and Red Hat.
Curiosity and a constant quest for knowledge serve as the foundation to success in IBM Consulting. In your role, you'll be supported by mentors and coaches who will encourage you to challenge the norm, investigate ideas outside of your role, and come up with creative solutions resulting in groundbreaking impact for a wide network of clients. Our culture of evolution and empathy centers on long-term career growth and learning opportunities in an environment that embraces your unique skills and experience.
· Partner with SRP team stakeholders including the program manager, Senior Editor, Regional Vice Presidents (RVPs) and financial advisors to deliver financial planning, business growth and exit planning services.
· Entering prospect and lead information accurately in Salesforce after reviewing and confirming data accuracy (name spelling & contact information).
· Continually updating the opportunities information in Salesforce to ensure accuracy for tracking and reporting. Provide SRP pipeline updates and monthly reporting to the executive team.
· Enter and update information in Salesforce for new prospects, leads and opportunities. Monitor alerts and remind advisors of any action needed on their part.
· Coordinate, schedule and post email and social communications contacts before and after partner events.
· Assist in managing online assessment activity by prospects and clients. Send regular email nurture communications regarding assessments.
· Schedule and follow-up activities after partner events to build awareness and encourage prospects to set meetings.
· Send nurture emails to leads as appropriate on a regular schedule using Marketing Cloud or Advisor Marketing Platform (AMP). Appropriate templates and messaging will be provided.
· Become familiar with key analytics for content assets and email performance, and social media. Provide clear and consistent reporting on SRP channel performance.
· Partner editorial and content team to ensure SRP assets are accurate, timely and readily available to stakeholders. Submit content assets to compliance and brand reviews as needed.
· Support SRP colleagues in their job functions as needed.
· 2 to 3 years of prior marketing experience
· Bachelor’s degree in marketing or equivalent work experience
· Ability to speak, read, write and edit proficiently in US business English.
· Highly organized, able to prioritize work and manage projects and assignments independently.
· Strong attention to detail
· Comfortable with aggressive deadlines and shifting priorities.
· Self-starter able to work independently with limited supervision.
· Experience in the following tools and platforms: Microsoft Office, scheduling software, Salesforce (or similar CRM system), email and social media.
· Experience delivering high-quality communications and reporting to business stakeholders.
· Able to work within a team project management system (Wrike).
· Experience with reporting software tools (Google Analytics, Looker, Tableau) is a plus.
· Hands-on experience preparing management reports.
· Interest and experience in sales and business development
· Interest and experience in personal finance
· Tools used in the role
o Salesforce (Marketing Cloud)
o Microsoft Word, Excel and PowerPoint
o Microsoft Teams
o Wrike (Project Management)
o Google Analytics, including Looker