Analyst, Client Strategy

THE ROLE

Sotheby’s Client Strategy team develops and implements strategies around existing clients and gathers intelligence on key high net worth individuals in order to generate commercial opportunities. Partnering with areas of the business including Specialist Departments, Regional Offices, Marketing, Business Intelligence, Special Events, and other key business units, this team is responsible for spearheading initiatives to maximize Sotheby’s reach within its existing and prospective client base. 

The Client Strategy Analyst will work in tandem with Client Strategists to contribute to short-, mid- and long-term strategic initiatives. The responsibilities include coordinating global projects, executing top client strategies, data analysis and data maintenance, cross-departmental prospecting research, and new client identification     . The Analyst will play a key role in leveraging both external and internal client data to drive business initiatives, including (but not limited to):

RESPONSIBILITIES

Client Strategy

• Partner with Client Strategists to research for team meetings including top client reviews, regional meetings, and to support key auctions
• Ensure the accuracy and integrity of client information in client system/CRM throughout the year
• Creation of team meeting briefs, family trees and high-level presentations to provide an overview of key families/clients and related stakeholders
• Support pre-sale targeting initiatives, including creative brainstorming for top lots, research potential new bidders
• Sale targeting:  partner with Client Strategists to drive pre-sale targeting initiatives to strategically sell our auctions in collaboration with Digital Marketing and Thread Genius/AI teams
• For bespoke seated events, assist with invitation list building, collaborate with Special Events team, and create client biographies
• Conduct r esearch for post-sale meetings, recording action points and deliverables to ensure business-getter follow through
• Competitor analysis: Analyze known competitive transactions, distill key insights, and assess business development opportunities

Client Coverage Initiative and Data Analysis

• Data analysis and aggregation in Excel using Sotheby’s proprietary databases
• Creating PowerPoint presentations/project decks as required
• Support team meetings and internal presentations by taking meeting minutes, paying close attention to action points, and circulating following the meetings  
• Assist with maintenance of long-term project pipelines and large data sets
• Analyze and create clear stats from large data sets reviewing Sotheby’s collector base
• Identify trends in data and analytics to support coverage initiatives
• Proposals: Provide strategic data points for Sotheby’s proposals for sale, including prospective buyers and key statistics
• New buyer activation: Analyze and providing insight on trends related to new bidders and buyers and reactivation of existing ones, complete sales-driven research, and develop strategies to enhance client retention

Client Prospecting and Research

• Use available resources including media, Wealth-X, and Sotheby’s CRM to identify client opportunities
• Regularly and systematically review Collector/Rich lists, including Forbes, ArtNews Top 200, re