Job description

Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.

As part of HSBC's Innovation Banking Division, the Sales Operations Associate will work within our Operations Team to support the Technology and Life Sciences/Healthcare Relationship Managers by capturing and inputting critical client information and data, and providing reporting and analytical support to the teams.

As a Sales Operations Associate, you will:

• Assist with end-to-end process of tracking the sales funnel and operational metrics, and delivering regular insights to the business
• Dene and deliver techniques to improve the funnel performance for sales management and operational requirements
• Analyze and glean important insights from operational data to provide strategic recommendations to the Sales & Operations teams on how to streamline internal processes
• Partner with cross-functional teams on ad-hoc requests, projects, and critical issues as needed
• Own CRM data quality maintenance and deliver long-term workflow recommendations to ensure highest standard of CRM quality
• Supporting teams with key documents, such as business plans, call preparation packages, and key reporting deliverables for leadership
• Serve as the primary point of contact for CRM data and MNPI access regarding clients / individuals/ divisions

For this role, HSBC targets a pay range between $95,000.00 and $120,000.00.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

Requirements

To be successful in this role you will need:

• 1 - 2 years of experience working in Sales Operations or data analysis roles and supporting Relationship Managers or Sales members with data-driven insights
• Highly proficient in CRM systems, and Excel, Microsoft, PowerPoint
• Advanced skillset in data analysis and/or strong use of data software (Tableau, SQL, etc.)
• Bachelor's degree in Finance, Economics, Business Administration, Finance, or related field.
• Strong communication skills, both verbal and written, with the ability to convey clear, articulate information
• Detail-oriented with excellent organizational skills and disciplined follow-through.
• Ability to represent the company professionally to various stakeholders and maintain confidentiality
• Strong problem-solving, analytical, and research skills

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

#wayup

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.