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Equitable is a financial services company focused on providing life insurance, retirement, and investment solutions designed to help clients achieve financial well-being and security. At Equitable, your interests and goals are just as important to us as they are to you. Join an organization where you have access to support, resources, and training to help you succeed.

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

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Job Number: 9937

Job Number: 2600003R

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.

Equitable is looking for a dynamic Business Analyst - Sales Optimization (Employee Benefits) to join our team! This position can be fully Remote!

What You'll Be Doing

Salesforce CRM

  • 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

Salesforce Marketing Cloud
  • 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

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary range for this position is $80,000 - $110,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base 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, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
  • Salesforce or similar CRM experience
  • Experience with Salesforce Marketing Cloud a plus
  • 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

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 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.

Customer Segmentation: Knowledge of customer segmentation; ability to differentiate customers into meaningful groups and to establish interactions and service levels appropriate to each group.

Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Design Thinking: 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.

Requirements Analysis: 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.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: CRM Analyst - Sales Optimization (Employee Benefits Team) (REMOTE)

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