Coleman Research is a leading global expert network and primary research company serving investment management firms, management consultancies, hedge funds, mutual funds, and private equity firms with their due diligence processes. Our network of roughly 250,000 professionals provides expertise and insights on industries ranging from healthcare to technology to retail and beyond. We connect clients and experts via phone and in-person consultations, conference events, custom surveys and moderated roundtable events. Headquartered in the heart of New York City, with additional offices in Boston, Los Angeles, Hong Kong, London, Raleigh and San Francisco, our 200+ employees collaborate across the globe to meet our client needs.
As a Coleman Relationship Manager, you will be principally responsible for supporting our Relationship Management team to grow revenue and market share across a global book of business driving critical account growth. Your role will be... responsible for sourcing new customer leads and deepening relationships with prior and current users. You will partner closely with Strategic Relationship Managers to prepare outreach plans and execution strategies.
This is a remote position that is based on the East Coast.
Business Development (new users, cross-selling & up-selling within existing user base)
Map organizational charts of prospect organizations to identify new business leads, decision makers and key relationship managers
Source/identify new business development opportunities within a global book of business through prospecting and lead generation to maximize revenue
Conduct in-person and over the phone meetings with new, current and prior users
In conjunction with Strategic Relationship Managers, create detailed client maps of current and potential end users to identify additional sales opportunities
Follow-up on downgraded projects for feedback and solicit new projects
Track all sales related activity through sales enablement tools/CRM
Verify lead lists and add active leads to CRM
Verify client contact information and update records accordingly
Assist Strategic Relationship Managers to book meetings and organize client visits/roadshows
Help to plan and organize client events
Work with Marketing on brochures, collateral and other supporting materials
Bachelor’s Degree or equivalent
3-5 years of related sales experience
Proven success record and exceeding of quota/targets
Sales/account management experience within Financial Services and/or Consulting preferred
Ability to develop long-standing relationships with senior level client contacts
A self-starter with strong organizational and multi-tasking skills
Excellent verbal and written communication skills
Adaptable and able to work in a fast-paced, quickly evolving environment
Why Join Us?
If you are self-motivated, driven, and focused on achievement, there are no limits to your ability to succeed and grow with Coleman!
We know that our employees are our most valuable asset and they make Coleman a vibrant and innovative place to work. As such, we strive to ensure the happiness and health of our employees. At our US locations, we offer a variety of perks, including a generous PTO package, free and/or subsidized fitness centers, corporate sports leagues, stocked break rooms, team outings, and other office celebrations throughout the year. Additionally, Coleman covers 90% of medical premiums, with medical coverage available on your first day of employment, along with your eligibility to enroll in our 401(K) plan with a company match!
We believe in fostering the personal and professional development of our employees, and strongly believe in our talents’ potential to develop into future leaders. We provide extensive orientation and training programs for each of our employees throughout their careers with Coleman, as well as educational assistance programs to encourage our people to stay curious and to continue learning.
We also believe in giving back to our communities. In that spirit, we provide each employee 2 paid community service days per year, and, as an organization, participate in other volunteer and fundraising activities that are meaningful to our employees.
We have an interactive management team, and an open and collaborative work environment, whereby we value creativity of thought and listen to the voice of our employees.
An Equal Opportunity Employer
All Coleman employees are required to sign the Company's standard non-compete agreement as a condition of accepting employment