Officer, University Relations, Gpcs-2

5 months ago


Mumbai, India CFA Institute Full time

The Officer, Partnerships & Client Solutions, will support and execute a comprehensive revenue-focused business development and relationship management strategy in India/ China. Working as a member of the Global Partnerships & Client Solutions team, the specialist will work within their assigned geographies to drive our objectives. The ideal individual will have an interest in working for an education enterprise. Their knowledge of education industry and learning solutions, combined with business development and inter-personal skills, will shape our business plan and to help us achieve our objectives in India / China.

CFA Institute is the world’s largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies, we lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

At CFA Institute, we care about our employees’ mental, physical, social, and financial well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:
- Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members- Comprehensive Leave and Time Off plans- A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards.- Flexible work arrangements- Wellness, Education, and Employee Assistance Benefits

Job Description Summary:
The position is based in India / China and will be eligible for flexible working. It will report to Manager, Partnerships & Client Solutions.

ESSENTIAL FUNCTIONS

Responsibilities include but are not limited to:
Business Development:

- Be the key driver to implement India/ China strategy plan with a focus on universities and educational institutions in their geographies.
- Undertake individual targets for achieving key objectives as laid down in university plan and meet them on quarterly basis.
- Develop new partnerships in the region and create opportunities to promote CFA Institute products through bulk deals and/or individual sign-ups.
- Stay up to date with competitors, products, market updates and learning platforms and/or solutions in their vicinity.

Relationship Management:

- Schedule info sessions, events and appointments for the Relationship management team.
- Serves as the primary regional point of contact for key stakeholders including universities as well as any students, professors, educational institutions, or other members of the Indian / Chinese academic community contacting CFA Institute.
- Conducts research on prospective university and educational institutions outreach participants, including speaking to local CFA Society.
- Maintains sufficient knowledge of CFA Institute programs and offerings.
- Attend networking events and conferences to build relationships and generate leads.

Analytical and Local Support
- Think, act, and communicate as a member of the global GPCS team, tracking, sharing and keeping up-to-date all relevant activity and opportunities in the CRM system (Salesforce).
- Monitor, manage and document daily activities in CRM. Weekly reviews of targeted accounts, new contacts added, and any sales and marketing intelligence.
- Support university and educational institutions focus work and act as a point person to coordinate and report all activities in assigned cities and key accounts.
- Serves as the first level response to incoming client enquiries, supports coverage of key accounts, and backs up primary account managers, as required.

QUALIFICATIONS

EDUCATION / EXPERIENCE
- Minimum 1 - 3 years of relevant experience in the education industry, not for profit environment or investment industry as Account Manager, Sales Executive, Business to Business (B2B) and/or Business to Customer (B2C) Sales.
- A desire to learn and grow in the sales field
- Bachelor’s Degree or commensurate level of education and experience
- Proven business development experience with significant experience of business development required.
- Comfortable networking and actively building personal relationships with senior academicians, professors and student clubs.
- Experience and/or knowledge of academic institutions and online learning platforms.
- Very high level of organizational and time management skills, with the flexibility to competently juggle competing priorities and changing expectations.
- Excellent communication skills including written, verbal, listening, and presentation.
- Experience working in different countries and/or familiarity with various cultures preferred
- Highly collaborative style with demonstrated ability in building strong relationships and effectively influencing stakeholders at multiple levels in the region, understanding loc



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