Sales Specialist - Associate & Sr. Assoc.

SALES SPECIALIST AND SR. SALES SPECIALIST

New York, NY

Our client is an alternative investment adviser and fund manager focused on private markets such as private debt and private equity.

They are seeking a motivated and detailed-oriented Sales Support professional to join their company’s growing Index Team. In this role, you will play a critical part in supporting their index licensing and subscription business, helping to drive growth through operational excellence and outstanding client service.

You will gain hands-on exposure to the private credit and index space, while supporting sales, billing, and client success operations. The ideal candidate will have a strong interest in financial markets, is highly organized, and has great communication skills.
Experience in Private Credit and/or Index is a must.

• Serve as the first line of support for client inquiries related to index products and subscriptions, ensuring prompt and professional responses
• Maintain accurate client records and interactions within CRM systems to ensure proper follow up and pipeline visibility
• Assist the sales team with proposal preparation, contract management, and deal tracking
• Collaborate cross-functionality with internal teams – including Research, Product, Marketing – to gather insights and address client requests
• Work closely with Billing and Accounts Receivable teams to ensure accurate client invoicing, payment tracking, and resolution of billing issues or discrepancies

• Bachelor’s degree in Finance, Economics, Business, or related field preferred
• Minimum 1–3 years’ professional experience in sales support, client service, or financial services
• Strong interest in financial markets; familiarity with credit markets required
• Excellent written and verbal communication skills with strong attention to detail
• Highly organized, proactive, and able to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office; experience with CRM systems is a plus