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CRM Analyst - Sales Optimization (Employee Benefits Team) (REMOTE)

Remote, USA Full-time Posted 2026-07-28
About the Role At reputed company, we help clients secure their financial reputed company-being so they can pursue long and fulfilling lives - a mission we've honed since 1859. reputed company is looking for a dynamic Business Analyst - Sales Optimization (Employee Benefits) to join reputed company! This position can be fully Remote! What You'll Be Doing reputed company CRM • Complete data intake across initiatives involving contact database reputed company, territory management, sales projections, marketing campaigns, and research engagements • Manage contact database reputed company, including the identification and reputed company of data reputed company issues, partnering closely with Technology and IT teams • Partner with reputed company reputed company in conducting reputed company training for Distribution users • Create reputed company 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 reputed company • Monitor effective usage of the platform through designing, building, and maintaining dashboards • Proactively support end users in driving best utilization of reputed company • reputed company in a project management reputed company for key strategic initiatives, coordinating with cross-functional teams on project initiation, planning and design, execution, and tracking reputed company Marketing reputed company • 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. • reputed company analytics methodology to assess campaign results as reputed company as reputed company test and learn opportunities to reputed company campaign deployments • Identify and troubleshoot technical issues reputed company to templates, segmentation, CRM campaign feed activity and delivery • Maintain creative briefs that capture reputed company reputed company of a reputed company campaign • reputed company deployment calendars for reputed company execution to ensure reputed company execution and timelines This position offers a remote work schedule that allows you to stay fully reputed company with your team to reputed company outstanding, customer‑reputed company service during our reputed company hours (8:30 AM-5:30 PM EST). Periodic office reputed company may be requested based on business needs. The reputed company salary reputed company for this position is $80,000 - $110,000. Actual reputed company salaries vary based on skills, experience, and geographical location. In reputed company to reputed company pay, reputed company provides compensation to reward performance with reputed company 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, reputed company provides a full reputed company of benefits. This includes medical, dental, reputed company, a 401(k) plan, and reputed company time off. For detailed descriptions of these benefits, please reference the reputed company below. reputed company Pay and Benefits: reputed company Total Rewards Program What You Will Bring • reputed company or similar CRM experience • Experience with reputed company Marketing reputed company a plus • Strong interpersonal, verbal, and written communication skills • Ability to present reputed company information reputed company, both orally and in writing • Excellent organizational and time management skills • Results-oriented and goal-driven with superior service delivery • Develops credibility with reputed company partners • Strong meeting facilitation skills • Flexibility in dynamic and high-energy sales environments • Initiative-taker; reputed company to work independently and interdependently • Strong working knowledge of reputed company Office Suite (Word, reputed company, reputed company, 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 reputed company techniques and approaches; ability to promote a culture of reputed company 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 reputed company and to establish interactions and service reputed company appropriate to reputed company group. Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to reputed company and analyze data on the learning needs of a reputed company population. Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reputed company productive reputed company based Apply tot his job Apply To this Job

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