Business Analyst – Sales Optimization (Employee Benefits Team) (REMOTE)

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Business Analyst – Sales Optimization to manage Salesforce CRM initiatives, improve data integrity, and support marketing campaigns through Salesforce Marketing Cloud.

Responsibilities:

• 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
• 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

Requirements:

• Salesforce or similar CRM experience
• 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
• 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
• 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
• Knowledge of customer segmentation; ability to differentiate customers into meaningful groups and to establish interactions and service levels appropriate to each group
• Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population
• Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment
• 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
• 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
• Experience with Salesforce Marketing Cloud a plus