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Equitable is a financial services company that is on a mission “to help clients secure their financial well-being.” As an employer, the company aims to fost
CRM Analyst – Sales Optimization
Location
United States
Posted
122 days ago
Salary
$80K - $110K / year
Seniority
Mid Level
Job Description
CRM Analyst – Sales Optimization
Equitable
• Complete data intake across initiatives involving contact database growth, territory management, sales projections, marketing campaigns, and research engagements • Manage contact database quality, including the identification and resolution of data integrity issues, partnering closely with Technology and IT teams • Partner with Salesforce Admin in conducting Salesforce training for Distribution users • Create Salesforce processes documentation and training materials for Distribution users • Conduct research and analysis, working with stakeholders to assist in developing recommendations and building business cases for the evolving CRM sales strategy • Monitor effective usage of the platform through designing, building, and maintaining dashboards • Proactively support end users in driving best utilization of Salesforce • Act in a project management capacity for key strategic initiatives, coordinating with cross-functional teams on project initiation, planning and design, execution, and tracking • Build, manage and execute campaigns and journeys using SFMC • Verify audience eligibility, workflow setup, audience segmentation, decision splits, wait activities, CRM specifications and scheduling • Cross-collaborate and strategize with IT, Distribution, Technology, Product, Operations, and Marketing to create wide-ranging campaigns • Validate content, layout, A/B testing and tracking analytics for email deployment • Develop analytics methodology to assess campaign results as well as integrate test and learn opportunities to future campaign deployments • Identify and troubleshoot technical issues related to templates, segmentation, CRM campaign feed activity and delivery • Maintain creative briefs that capture all elements of a journey campaign • Develop deployment calendars for journey execution to ensure optimal execution and timelines
Job Requirements
- Salesforce or similar CRM experience
- Experience with Salesforce Marketing Cloud a plus
- Strong interpersonal, verbal, and written communication skills
- Ability to present complex information clearly, both orally and in writing
- Excellent organizational and time management skills
- Results-oriented and goal-driven with superior service delivery
- Develops credibility with internal and external partners
- Strong meeting facilitation skills
- Flexibility in dynamic and high-energy sales environments
- Initiative-taker; able to work independently and interdependently
- Strong working knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Strong analytical and critical thinking skills
- Enthusiasm for learning and developing new skills
- Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.
- Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
- Customer Segmentation: Knowledge of customer segmentation; ability to differentiate customers into meaningful groups and to establish interactions and service levels appropriate to each group.
- Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
- Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
- Design Thinking: Knowledge of concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation.
- Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project.
Benefits
- medical
- dental
- vision
- 401(k) plan
- paid time off
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