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Internal Sales Desk Manager

Lead internal sales team to meet strategic growth targets through market analysis and process improvements
Malvern, Pennsylvania, United States
Senior
2 days ago
Vanguard

Vanguard

A global investment management company offering mutual funds, ETFs, retirement planning, and financial advice to individual and institutional investors.

Internal Sales Team Lead

Lead an internal sales team to achieve strategic business goals related to the given market, channel, or territory. Drives growth through analyzing trends, guiding the team on sales approaches, and partnering with various teams to build business.

Core Responsibilities

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Supports the development of sales related goals. Monitors and communicates progress toward goals and ensures the team is working through partnership with external sales.
  • Analyzes Voice of Client, market trends, and opportunities for continuous improvement across the internal sales team. Recommends changes to end-to-end processes to meet changing business needs.
  • Assesses the impact of market events or Vanguard initiatives on the training needs of internal sales crew.
  • Ensures team develops and maintains relationships with clients in a given market segment.
  • Analyzes call statistics and client feedback to triage problems and measure success of the team.
  • Resolves the most complex client issues that are escalated by implementing systematic solutions and controls. Shares internal partner and client feedback with the team.
  • Partners with other departments as necessary to move clients to the next stage of the sales process.
  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Five years related work experience. Three years prior internal sales experience preferred. Prior supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work: Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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Internal Sales Desk Manager
Malvern, Pennsylvania, United States
Sales
About Vanguard
A global investment management company offering mutual funds, ETFs, retirement planning, and financial advice to individual and institutional investors.