Knowledge Content Associate

Position Summary:

Overall reporting to the Global Knowledge Manager in New York, the role will work with a global team to maintain, update, and enhance the content of databases (statistical and written) used for a number of sales functions, including building proposals, pitchbooks, marketing & industry publications. This role will work with the global team to enhance and maintain three enablement platforms:

• a knowledge-based system – QPA, delivered through Qvidian
• a sales material delivery platform – the Sales Enablement Desktop, which is available to the firm globally and has over 2,000 users
• a project management, resourcing & reporting system – The Grid, delivered through Salesforce

Key Responsibilities:

Knowledge-base:

• Contribute to the centralized knowledge-base of materials used globally for sales collateral (proposals and presentations) through collaboration and partnership with global teams, stakeholders and Subject Matter Experts
• Provide end to end ownership and support of database activities to ensure that information in the database is current, accurate and consistent through database drafts and regular content reviews
• Proactively write, edit, or customize database responses to address specific client/prospect requirements or feedback from subject matter experts.
• Develop content and identify areas to improve and advance the visual representation of content for proposals and presentations; maintain records, including folder structure, keywords, reviewer assignments and other relevant fields.
• Partner, develop, and manage relationships and review processes with the appropriate Subject Matter Experts to ensure that all materials are accurate to appropriately position the firm to win busines and updated as products are enhanced.
• Coach and train junior team members to ensure business support, knowledge transfer, timely issue management and escalation

User support and training

• Act as regional contact point for Sales Enablement Desktop to support, train and educate new and existing users of the tool.
• Own and maintain the upload of sales materials, user access management and generating reports
• Actively support Desktop tool administration including SOP maintenance, troubleshooting and vendor management to solution issues in a timely manner.

Statistics Management:

• Understand and become skilled in the statistics management activities of the team, including data gathering, production of the Global Statistics Book, content variable maintenance and statistics request processes.
• Make recommendations to improve process efficiency and effectiveness and identifying best practices and initiatives

Technology Vendor management:

• Perform QPA tool administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues
• Maintain an up-to-date listing of system users to allow processing of vendor invoices, and designation of relevant fees to the correct user cost centers.
• Provide timely technical support for system users and act as a point of contact, liaising with vendor support to quickly resolve issues

Formal qualifications:

• 6-8 years relevant experience in content/database management, pre-sales, business development, communications, or marketing
• Bachelor's degree (BA or BS) in finance and business and/or marketing preferred
• Advanced degree or Post-graduate diploma/certificate, preferred but not required
• Experience with proposals, presentations and/or content management databases (QPA strongly preferred, Salesforce a plus)
• An understanding of securities services industry and products is a plus
• Advanced proficiency with MS Word, Excel, PowerPoint, required

Skills

• Demonstrated the ability to engage stakeholders from across the business and form effective working relationships
• Strong interpersonal skills with the ability to influence stakeholders at all levels to drive successful project execution
• Background in professional writing/editing and managing content, databases, and content libraries
• Data driven who can synthesize data points and insights effectively
• Strong project management skills with the ability to manage tight schedules and deadlines
• Strong organizational skills and operates with excellent attention to detail with the ability to continually re-assess priorities
• Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide