CRM Analyst – Sales Optimization (Employee Benefits Team) (REMOTE)
CRM Analyst – Sales Optimization (Employee Benefits Team) (REMOTE)
(2600003R)
Primary Location : UNITED STATES-Remote
Organization : Equitable
Schedule : Full-time
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a dynamic Business Analyst – Sales Optimization (Employee Benefits) to join our team! This position can be fully Remote!
What You’ll Be Doing
Salesforce CRM
• 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
Salesforce Marketing Cloud
• Using SFMC, build, manage and execute campaigns and journeys.
• 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
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary range for this position is $80,000 - $110,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
• 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
• Process improvement oriented
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.
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(2600003R)
Primary Location : UNITED STATES-Remote
Organization : Equitable
Schedule : Full-time
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a dynamic Business Analyst – Sales Optimization (Employee Benefits) to join our team! This position can be fully Remote!
What You’ll Be Doing
Salesforce CRM
• 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
Salesforce Marketing Cloud
• Using SFMC, build, manage and execute campaigns and journeys.
• 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
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary range for this position is $80,000 - $110,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
• 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
• Process improvement oriented
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 Ma
Apply tot his job
Apply To this Job