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Explore our opportunities

We hire smart, creative, and intellectually curious people who rise to the challenge and go above and beyond for clients. If you like collaborating on small teams and making a direct impact on client and company goals, this might be the place for you.

Even if we don’t have job openings, we’d love to hear from you. Start a conversation and send us a resume by contacting careers@roundtables.us

  • Sales and Business Development Specialist

    Position Summary:

    This role has accountability to grow revenue for the roundtable practice. Areas of focus will include:

    • Membership sales execution and pipeline development (70%)
    • New Roundtable ideation and sales execution (30%)

     

    Principal Responsibilities:

    • Own and execute against annual membership sales and new launch objectives
    • Manage and develop C-Suite level relationships
    • Identify and develop business case(s) for new roundtable ideas
    • Work with BD Director to execute on new roundtable launches
    • Maintain awareness of new markets and industry trends
    • Support the company on other product sales including Data Services and Knowledge Partner

     

    Skills and Education:

    • 5 years selling in a membership/subscription-based financial services model or similar experience
      • Product price point range between $20k-$60k
    • Proven comfortability with focused direct sales proficiency including end-to-end sales cycle management
    • Ability to navigate short and long sales cycles
    • Strategic insight and creative thinking
    • Ability to work in and adjust to new verticals and products to align with our diversification strategy
    • Balance client relationships, cross-sell and up-sell
    • Excellent internal and external written and verbal communication skills
    • College degree

     

    Competencies:

    • Persistency
    • Goal oriented
    • Self-starter
    • Confident
    • Strong networking skills
    • Communications: verbal and written
    • Strong time management skills
    • Ability to present research and reports to senior leadership

     

    Physical Demands:

    • Required Constantly:  Walking, sitting, grasping, bending, stooping, squatting, computer input, finger dexterity and coordination of hand, eye, and foot.
    • Required Frequently: Standing and climbing stairs; carrying laptop & files (approx. 8-10 lbs.)
    • Required Occasionally: Reaching above the shoulder, and lifting 5-25 pounds, pushing, and pulling

     

    Special Requirements:

    • 10-20% travel as needed

     

    To Apply:

    Send a resume at careers@roundtables.us

  • Roundtable Associate

    Position Summary:

    Associates are responsible for creating and managing the work products that client executives use to influence business decisions and processes within their own companies

    Principal Responsibilities:

    Work on a portfolio team responsible for the execution and ongoing management of 10 -12 Auriemma Roundtables

    • Assigned to 4-6 specific Auriemma Roundtables
    • Independently manage work products detailed below for assigned roundtables to successfully deliver consistent value to client members
    • Build client relationships and knowledge base of the various business models, organizational structures, and key performance indicators of client members through research, data analysis, industry news, and absorption of meeting discussions
    • Actively contribute to the performance and success of the portfolio team including process management improvements, quality targets, and sales goals
      • Identify and communicate workflow changes to increase productivity and efficiencies
      • Manage individual workload to meet set deadlines using problem solving skills
      • Apply knowledge of membership base to identify key prospective clients and conduct research to shape the outreach strategy
    • Roundtable responsibilities:
      • Work on the development of client-centric meeting agendas
        • Manage client outreach and participate in individual client agenda calls
        • Apply industry knowledge to appropriately capture key areas of concern among members and thoughtfully organize like-topics
        • Identify need for any supporting materials and create such materials to business professional standards
      • Travel 2 – 4 days to major cities throughout the continental US, attending up to 18 executive meetings annually
      • Manage relationships with senior executives at major financial institutions
        • Capture thorough notes of each multi-day discussion and then analyze notes to identify key takeaways and trends
        • Write comprehensive business report that accurately identifies key matters of importance from the meeting and that can be easily absorbed by executives
        • Report must meet professional writing standards and be client-ready
        • Onsite management of event logistics
      • Manage benchmark data collection and validation for quarterly and semiannual surveys
        • Build, distribute, and modify client surveys
        • Project manage the survey timeline to meet deadlines
          • Develop effective client outreach strategy and execute on it to ensure timely data submission
          • Apply knowledge of industry key performance metrics and individual member company’s business models to independently identify outliers and anomalies
          • Lead problem solving discussions with data analysts within member companies for data inaccuracies and proactively develop solutions
          • Use analytical thinking skills to identify trends and highlight industry indicators
        • Manage custom peer group survey process
          • Manage intake and development of client survey requests on an ad-hoc basis
          • Apply practical thinking and analytical skills to construct survey questions so that they obtain desired results
            • Apply knowledge of industry key performance metrics and individual member company’s business models to independently identify outliers and anomalies
          • Lead problem solving discussions with data analysts within member companies for data inaccuracies and proactively develop solutions
        • Interact with clients regularly on any needs to obtain value from their membership
          • Requests for information
          • Trend analysis
          • Any client service activities

     

    Skills and Education:

    • College degree
    • A strong record of academic and professional performance
    • Strong writing and notetaking skills (i.e., ability to deliver written information in an accurate and concise manner)
    • Analytical skills (i.e., ability to identify correlations, trends, and inconsistencies in data)
    • Demonstrated ability to meet deadlines and handle regular peak workload periods
    • Ability to manage and prioritize multiple projects
    • Interpersonal and relationship management skills
    • Knowledge of financial services desirable but not required

     

    Competencies:

    • Teamwork
    • Responsible
    • Punctual
    • Communication
    • Problem-solving
    • Organization/attention to detail

     

    Physical Demands:

    • Required Constantly:  Walking, sitting, grasping, bending, stooping, squatting, computer input, finger dexterity and coordination of hand, eye and foot.
    • Required Frequently: Standing and climbing stairs; carrying laptop & files (approx. 8-10 lbs)
    • Required Occasionally: Reaching above the shoulder, and lifting 5-25 pounds, pushing and pulling

     

    To Apply:

    Send a resume at careers@roundtables.us

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