We’re a nerdy yet creative, collaborative yet independently ambitious group of people who are obsessed with the intersection of finance and communication. We get excited by the latest trends in asset management, but even more excited by color palettes that represent them; we talk a lot about the future of insurance, but even more about wordsmithing that story. At Vested, we believe that finance can be fun. And we love proving that to ourselves, and our clients, every day.

In our continuous effort to expand and enrich our capabilities, we are seeking a Freelance New Business Support Specialist. This role is crafted for those who are adept at navigating the intricacies of proposal creation, deal tracking, and administrative support within our dynamic environment. You will play a pivotal role in reinforcing our internal new business operations, ensuring we remain at the forefront of innovation and efficiency.

Responsibilities: 

• Craft and refine proposal decks in Google Slides, ensuring presentations effectively showcase our agency’s capabilities to potential clients.

• Lead weekly deal updates and tracking, employing analytical insights for strategic alignment and informed decision-making.

• Optimize HubSpot CRM management for accurate client interaction and deal progression tracking, facilitating precise follow-up and pipeline forecasting.

• Offer strategic insights in new business meetings, utilizing market research and competitive analysis to refine outreach strategies.

• Streamline administrative processes for the new business team, enhancing efficiency and productivity in pursuit of new business opportunities.

• Develop and maintain a knowledge base of industry trends, competitor offerings, and potential client needs, using this information to tailor our proposals and strategies effectively.

Requirements:  

• Proven experience in new business development, preferably within PR or marketing agencies.

• Proficiency in HubSpot and Google Sheets, supporting a data-driven approach.

• Strong organizational and project management skills, with an ability to multitask effectively.

• Creative and analytical thinker, capable of generating compelling narratives and applying data strategically.

• Excellent communication skills, essential for effective client engagement and team collaboration.

• Independent and adaptable, able to thrive in a remote environment.

• Knowledge of digital marketing tools and platforms is a plus.