Client Experience Associate

About the Role

Key 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.

Requirements

• 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.

Qualifications

• Bachelor's degree in finance, Economics, Business, Marketing, or a related field.
• 1+ years of experience in a business, sales, or finance-focused role.

Benefits & Perks

• Competitive employee benefits including healthcare coverage (medical, dental, and vision).
• A 401(k) plan.
• Life insurance.
• Time off and paid leave for qualifying circumstances.