Position Summary

Associates are responsible for specific activities and deliverables that support the core pillars of Auriemma Roundtable membership; including in-person and virtual executive meetings, recurring data benchmarking, and ad hoc information/survey execution.

The specific ways the Associate supports the Roundtables, and the respective Director, are outlined below in the description of responsibilities. Auriemma Roundtables include multiple industry segments. Within each Roundtable Group, participants and members routinely discuss strategic and operational best practices and initiatives.

To apply, submit resume to hr@roundtables.us

General Responsibilities

• Fulfill Associate duties of 4-6 specifically assigned Auriemma Roundtables
• Acquire and build functional subject matter knowledge of the assigned RTs by building client relationships, understanding clients’ various business models/organizational structures and key performance indicators through absorption of meeting discussions, research, data analysis, industry news and desktop research.
• Actively contribute to the performance and success of the team/business through achieving quality and timeliness goals for meeting and data activities.
• Identify and communicate internal workflow improvement recommendations to increase productivity and efficiency.
• Apply insights gathered from client interactions to keep Director informed of membership/prospect opportunities and/or gaps.

Roundtable Responsibilities

• Meetings – routinely support two to three meetings per Roundtable, in both an in-person and virtual setting.
• Assist RT Director and Events Team in the virtual and in-person meeting “RSVP” and reconciliation processes.
• Document meeting discussions through complete and efficient note taking
• Produce comprehensive client reference reports that conforms to AR format and style guide
• Submit timely draft reports for Director review and revise within SLA threshold
• Serve as primary business point of contact with on-site hotel event staff (e.g. arrange for pre-session site walk-through, address technical/AV readiness, review coordination of room and meeting/meal logistics, etc.) to ensure successful execution of in-person meetings.
• Build, collaborate with RT Director to launch real-time surveys (e.g. sli.do) to accomplish meeting related polls
• Interact, and build independent relationships, with meeting attendees
• Agenda
• Contribute and participate in the development of client-centric meeting agendas.
• Manage client outreach and participate in individual agenda calls, using those interactions to enrich subject matter knowledge and meeting discussion orientation
• Apply industry knowledge to capture member’s key areas of interest/concern, thoughtfully organize like-topics

Data

• Recurring Benchmarks
• Manage benchmark data collection and validation processes for surveys (cadence varies depending on roundtable ranging from monthly, quarterly and semiannual)
• Build, distribute, and modify client ad hoc surveys
• Project manage the survey timeline to meet deadlines
• Develop and execute effective client outreach strategy to ensure timely and accurate data submission
• Apply knowledge of industry key performance metrics, individual members’ business models, and AR provided tools to independently identify trends via historical responses, outliers and anomalies
• Lead problem solving discussions with respective analysts/stakeholders to resolve data inaccuracies and proactively develop ongoing process solutions
• Custom peer group survey process
• Monitor online portal (VIZOR) request queue to effectively manage survey process and volume
• 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 response outliers and anomalies
• General and Administrative
• Support requests for information, Salesforce, VIZOR access and on-boarding
• Facilitate self-service trend analysis and/or special requests
• Handle and/or escalate any client service matters

Skills & 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
• Time management
• Organization/attention to detail

Physical Requirements

Required Constantly: Walking, sitting, grasping, bending, stooping, squatting, computer input, finger dexterity and coordination of hand, eye and foot.

Required Frequently: Standing, carrying laptop and files (approx. 8 – 10 pounds).

Required Occasionally:  Reaching above the shoulder and lifting 5 – 25 pounds, pushing and pulling.

Special Requirements

Travel between 25-40%

This position is Hybrid, NYC Metro and requires being in the office 2 days/week.

Annual Hiring Range: $65,000 – 68,000

Actual compensation offered to candidates may vary based upon geographic location, work experience, and/or skill level. In addition, the company offers medical, dental, vision, life insurance and disability plan as well as PTO.