Spencer Klein
Business Development Associate at JDA TSG
- Role
- Business Development Associate at JDA TSG
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Business Development Associate
Nov 2024 — Present · NY, US
Identify client prospects by conducting strategic research and analysis & create prospect reports- Manage sales CRM dashboard and collaborate daily with the sales team; formulate progress assessments and deal stage dashboards, and present updates in weekly leadership meetings- Created standard operating procedures for prospect data capture and company information- Led comprehensive research and cost analysis on a revenue growth strategy targeting wealth management firms
Education
University of Michigan
Bachelor of Arts - BA
2020
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