Join to apply for the CRM Data Analyst, New Grad role at Jobright.ai
Join to apply for the CRM Data Analyst, New Grad role at Jobright.ai
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Job Summary:
ProShares is a leader in ETF strategies and is seeking a detail-oriented CRM Data Analyst to join their Business Intelligence team. This role focuses on driving sales and marketing effectiveness by evaluating CRM data and providing insights to support targeted distribution strategies.
Responsibilities:
Ensure the accuracy, consistency, and completeness of data within the CRM platform (e.g., Salesforce).
Support processes for data enrichment, de-duplication, segmentation, and hygiene.
Partner with wholesalers and sales support to ensure contact, account, and activity data are complete and usable.
Conduct proactive research using third-party datasets (e.g., Discovery Data, Morningstar, Broadridge, SEC 13F) to identify new sales opportunities, firm relationships, and advisor behaviors.
Enrich CRM records with insights from external data sources to improve segmentation, lead scoring, and targeting.
Leverage CRM data to identify high-potential leads, cross-sell opportunities, and at-risk relationships.
Deliver insights and lists to the distribution team that support campaign targeting, sales prioritization, and product opportunity development.
Provide territory-level opportunity analysis to support travel planning, coverage strategy, and performance management.
Assist in CRM configuration enhancements that improve data usability and workflow efficiency.
Contribute to roadmap of CRM and BI tool integrations (e.g., Power BI, marketing automation solutions, etc.).
Partner with the data engineering team to support ongoing integration of third-party data into the enterprise data warehouse and CRM system.
Support end-user training and documentation to ensure effective CRM usage by the sales team.
Qualifications:
Required:
Bachelor's degree in business, analytics, finance, or a related field.
Proficiency in Excel and data visualization tools (e.g., Tableau, Power BI).
Experience working with SQL or CRM database structures.
Strong data research and investigative mindset.
Ability to translate data into actionable insights for business stakeholders.
Excellent attention to detail and data quality.
Effective communicator and collaborator with sales, marketing, and data teams.
Self-starter who thrives in a dynamic, fast-paced environment with evolving priorities.
Preferred:
BI / analytics / data operations internship or entry level position in asset management industry preferred.
Baseline understanding of ETF or mutual fund distribution is highly desirable.
Company:
ProShares launched in 2006 and today offers over 140 alternative ETFs designed to serve a range of investor needs. Founded in 2006, the company is headquartered in Bethesda, Maryland, USA, with a team of 51-200 employees. The company is currently Growth Stage.
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