Establish and manage the Sales Structure in Federated’s sales reporting system (MARS), which includes the management of Division, Department, Region and Manager data at each level of the sales hierarchy
Establish and manage the Channel Association for each sales channel
Identify, establish and manage territory data within each sales channel
Identify, establish and maintain geographical and other sales-defined boundaries associated with each channel/territory
Manage territory-related assignment disputes or inquiries by analyzing the change request, evaluating the impact, and consulting with Sales Management in order to effectively disposition the dispute or inquiry
Manage and execute changes for sales channel and territory realignments; partner with Sales Management, Sales Administration and Decision Support to plan timelines, assess impacts and identify associated tasks to deliver the desired results within prescribed timeframes
Manage manual and automated processes for cleansing data to ensure data accuracy, conduct analysis of sales territory data and work closely with Sales Management, Sales Administration and Decision Support to align and define sales boundaries
Identify and implement solutions to continuously improve CRM data quality
Coordinate projects as assigned and complete follow-up analysis and documentation as required
Support strategic CRM/Sales initiatives with requirements gathering, research, analysis and project execution
Assist with the creation of project and business requirement documents to support technology and business process changes
Identify and recommend business process improvements and system enhancements to advance operational efficiencies
Identify system issues, test and confirm the design and accuracy of new and/or remediated functionality. Partner with the vendors and BISD on defining required system enhancements or fixes
Define and implement testing strategies relevant to the Territory Management functions to support MARS and TotalClient interim or major releases, including designing and executing test plans, documenting test results and triaging issues in partnership with the vendors and BISD
Effectively represent business unit and its clients in meetings with internal departments (Investor Services, Sales, Legal, Decision Support, Internal Sales, Sales, etc.) and Federated’s vendors (DST, SSB, DTCC, SalesFocus, SalesPage and others, as necessary) to resolve administrative and operational issues affecting client relationships.
Provide technical or business guidance in a consultative role to our sales and sales support internal clients regarding questions and issues related to MARS and TotalClient data.
Bachelor degree or equivalent experience required
Three years of business experience required; Federated experience preferred
Experience working with relational databases required
Proficiency in Microsoft Office including Word, Excel, Access, Visio and MS project required
Experience in the mutual fund or financial services industry preferred
Internal Number: 7755
About Federated Hermes
For more than 60 years, Federated Hermes has provided world-class investment solutions to financial professionals in the United States and around the world. Federated Hermes' employees have defined the qualities of the company’s success over the decades: a reputation for integrity and excellence, a commitment to customers and employees and a history of longstanding client relationships. While each market cycle brings new opportunities and challenges to the company, Federated Hermes continues to foster employee commitment to excellence in the investment management industry.