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

Equitable

14h•$80,000 - $110,000•Remote

About The Position

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!

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
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.

Nice To Haves

Experience with Salesforce Marketing Cloud a plus

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