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Beacon Trust · 8 hours ago

CRM Analyst

Morristown, NJ

Full-time

Onsite

Mid Level

$51K/yr - $73K/yr

3+ years exp

Beacon Trust is seeking a CRM Analyst to develop CRM reporting, training, and analysis. The role involves maintaining solutions for product performance trends and implementing new initiatives to enhance sales and marketing analytics.

Financial Services

Responsibilities

Provides support for various Sales, Marketing and Service initiatives using CRM and Email Marketing tools, generates reports to track impact and maintains campaigns to help achieve sales and marketing objectives set by upper management. Manage all aspects of digital tracking of client events, using CRM campaigns. Monitors and improve data quality, integrity, and user adoption. Performs data loads and data quality reviews. Monitors integration of Charles Schwab’s OpenView gateway Data Delivery and Data Custody solutions, participates in integration meetings with the vendor

Responsible for the maintenance of Salesforce.com customizations, as well as providing training for users. Analyzes data to determine requirements and helps document any immediate and long-range plans and designs. Under the supervision of CRM Management, customizes Salesforce.com fields, page layouts, record types, reports, and dashboards. Maintains users, role hierarchies, profiles, workflow rules, etc. Manages security settings of the Salesforce Shield product, helps maintain logging and event monitoring. Provides training for users and contributes to the development of best practices that will be followed throughout the organization. Leverages expertise to collaborate on project governance and best practices/standards supporting the platform adoption and full application lifecycle

Manages maintenance of Beacon’s web properties, including our main website, BeaconTrust.com, by utilizing CMS-driven design and best practices. Uses publishing tools and editor applications to generate quality marketing collateral to be used to support marketing initiatives (email templates, printed materials etc.)

Creates and monitors marketing material used throughout the company. Manages and distributes fact sheets and quarterly publications, using Adobe applications. Responsible for utilization of Marketing Automation platform, Oracle Eloqua, including development of client journeys and integration of marketing activities into CRM platform

Promotes data integrity, data governance, and compliance. Performs other duties as required (such as supporting custodian integration initiatives, helps to identify inefficiencies and improve processes throughout organization by expanding adoption of CRM platforms and tools. Direct experience with Tools like Data Loader, DemandTools by Validity

Qualification

SalesforceCRM systemsDigital MarketingEmail Marketing toolsFinancial modelingData analysisMicrosoft ExcelAnalytical skillsCommunication skillsTeamworkAttention to detailProject managementTime managementProblem-solving

Required

BA in Marketing, Finance, Accounting, or related discipline

3-5 years of direct experience in Digital Marketing, CRM Administration, capital markets analysis, investment portfolio management and financial modeling/analysis

Strong analytical and quantitative and critical thinking skills are required

Demonstrated advanced Microsoft Office skills, primarily Excel and PowerPoint. Strong proficiency in spreadsheet applications and use of formulas (such as v- h- lookups), pivot tables important to perform financial analysis

Proper working understanding of capital markets and portfolio management

Ability to exchange information orally and in writing, clearly and concisely and to present ideas, report facts and other information

Proficiency in use of financial portfolio analytics systems, websites & tools are mandatory (such as Bloomberg, Factset, Research Insight etc.)

Ability to reasonably estimate the time for tasks and then meet deadlines set by those estimates; ability to prioritize multiple requests quickly and effectively

Personal characteristics such as high energy, detail oriented, discipline and ability to assume responsibility for decisions. Desire to interact with and help end users

Highly motivated with ability to deal effectively with people in a variety of relationships and situations and work in a team environment

Strong understanding of Salesforce platform and Email Marketing tools

Salesforce ADM 201 required