Responsibilities:

• Using advanced software skills and an in-depth understanding of key metrics, collect, compile, and analyze moderately complex data and information for inclusion in reports or presentation materials for sales management.
• Working in conjunction with Client Engagement Center Sales Managers, ensure the accuracy and completeness of data maintained in various databases and systems; perform data entry and extraction from various systems and databases to track daily phone and CRM activities, projects, and campaigns.
• Assist in management reports, usually of a confidential nature.
• Create, update, and generate department graphs and reports depicting trends and detailed performance metrics (daily representative activity, scatter graphs, tenure, quarterly ratings, quarterly management reports, rep scorecard, point reporting spreadsheets, etc.).
• Administer Client Engagement Center Recognition Program including tracking relevant information/data, drafting official program communications and organizing event details.
• Interact with internal Federated Hermes departments (i.e. Compliance, Organizational Development) to develop and document processes and develop training for Internal Sales personnel.
• Maintain and leverage SharePoint application and serve as department point of contact for all SharePoint related inquiries, training, and best practices.
• Develop department newsletter.
• Maintain client information, campaign lists, pull reports, verify proper usage, and test upgrades in CRM system.

Qualifications:

• Bachelor degree or equivalent experience required; Bachelor degree in Business Management or related field  preferred
• Minimum two years business experience required; Prior data analysis and reporting experience preferred
• Ability to analyze, sort and report on data/information required
• Ability to understand and leverage various systems/databases and capabilities required
• Familiarity with the financial services/mutual fund industry and Federated Hermes’ products preferred
• Strong proficiency with MSOffice including Word, Excel and PowerPoint required including graphing and pivot tables; Experience with Salesforce preferred.          
• Experience with Access, Adobe, InfoPath, and SharePoint required
• Knowledge of Dayforce, Concur and survey tools (i.e. Survey Monkey) preferred