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Grayscale Investments · 9 hours ago

Senior Analyst, Client Insights & Sales Analytics

Stamford, Connecticut, United States

Full-time

Onsite

Mid, Senior Level

3+ years exp

Grayscale is the largest digital asset-focused investment platform in the world by AUM, offering a broad selection of digital asset investment products. The Senior Analyst, Client Insights & Sales Analytics role focuses on enhancing data workflows and analytical capabilities to support the distribution organization, improving data ingestion, structuring, and analysis to better understand clients and commercial opportunities.

BitcoinBlockchainFinanceFinancial ServicesFinTech

H1B Sponsor Likely

Responsibilities

Ingest, clean, and structure large datasets (e.g., custodial files, ETF flow data, CRM data) to ensure accurate, timely availability for downstream analytics

Support and refine the Snowflake data environment by strengthening pipelines, tightening documentation, and helping ensure critical workflows

Surface commercial opportunities by building target lists, segmentation logic, and advisor-level insights that help the sales team focus their time where it matters

Explore patterns in client and sales behavior and develop predictive or diagnostic analyses that clarify what drives engagement, conversion, and territory sales performance

Build dashboards and analytical tools in Tableau that simplify data for sales leaders to understand and act on

Spot issues in data quality or process design and help implement practical fixes that improve accuracy, speed, and overall reliability

Serve as a steady contributor to ongoing workflows, providing coverage and analytical depth that strengthens the resilience of the client insights and sales analytics function

Qualification

Data analyticsSQLPythonTableauSnowflakeData pipelinesData qualityAnalytical judgmentClient insightsDetail-oriented

Required

3–6 years in data analytics, data science, or analytics engineering within asset management, wealth management, fintech, or financial services

Strong proficiency in SQL and Python or R, with experience working across large, complex datasets

Experience building or supporting data pipelines in Snowflake or similar cloud data environments

Ability to design clear, actionable dashboards and visuals in Tableau

Familiarity with advisor, platform, custodial, or ETF/industry flow data, and how these datasets support distribution

Strong analytical judgment with the ability to translate data into concise business insights

Detail-oriented approach with a focus on accuracy, documentation, and process improvement

Preferred

Experience with vendor datasets or prior support of sales, distribution strategy, CRM analytics, or client insights is a plus

Knowledge of ETFs or intermediary distribution channels preferred; comfort working in evolving, scaling analytics environments

Company

Grayscale Investments

Grayscale is an asset management firm with over a decade of expertise in crypto investing, offering more than 25 crypto investment products

Founded in 2013

New York, New York, USA

51-200 employees

https://grayscale.com

H1B Sponsorship

Grayscale Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)

2021 (1)