Join Our Team: Holistic is hiring for an Associate Consultant
Will report directly to the CEO.
Holistic was launched in April 2018 to help companies create better employee experiences through the use of data. Holistic works with companies to gather and analyze information about all aspects of the employee experience, with a particular focus on creating diverse and inclusive workforces where employees are treated consistently and fairly. We then work directly with our clients to attack these challenges, measuring our output along the way. We help companies attract better employees, and then work to ensure that those employees stay longer, and are happier and more productive in their roles.
The Associate Consultant will be responsible for general support of Holistic’s client-facing operations, as well as support of Holistic’s business development activities. The associate will work closely with the director of client services to support and engage clients, produce materials, monitor progress, and organize Holistic’s consulting services and technology delivery. The position will also entail active support of the organization’s business development efforts, including proposal preparation, follow-ups with potential clients, and updating progress in CRM system. Finally, the position will undertake operational responsibilities for the company, including operations, events, and office management. The ideal candidate will be an energetic, excited person, passionate about the work of Holistic, and focused on making an impact.
Responsibilities and Duties
Client Services (Roughly 60 percent of responsibility)
All survey preparation and implementation efforts
Organizing data and folders within the team system
Scheduling all meetings, check-ins, etc.
Maintaining project plans and monitoring progress across clients
Processing and preparing all client reports and general meeting preparation
Additional client support as needed
Sales Operations and Support (Roughly 20 percent of responsibility)
Preparing proposals and supplemental materials for potential clients.
Follow-ups, including setting up follow-up calls and meetings and identifying the appropriate timing to follow-up with potential clients.
Managing our sales pipeline in Holistic CRM.
Working with our communications and design team to design marketing materials that support the sales process.
Keeping track of success and failure and measuring key statistics around the business development process.
Attending networking events and other public forums on behalf of Holistic.
Operational work (Roughly 20 percent of responsibility)
Preparation of any and all materials needed for meetings, especially with prospective clients
Scheduling on behalf of the team
Handling event setup and other logistics associated with events
Office management responsibilities
Staff meeting agenda and setup
Receiving expenses from teammates, etc.
Organizing timing for data analysts and interns
The ideal candidate will have:
2+ years of professional experience, ideally in a client services or consulting capacity
Familiarity with Google suite and willingness to learn and adopt new technologies.
Attention to detail, commitment to producing clean, timely work, and strong organizational skills.
Optimistic and positive attitude; willingness to roll up sleeves and get the job done.
Commitment to the mission of Holistic and a desire to help build a world-class People Analytics Organization.
Email a resume and cover letter to firstname.lastname@example.org.