Distribution Systems Solution Analyst

Alger • New York, NY

51d

About The Position

Alger seeks a highly motivated and organized individual to serve as a Distribution Systems Solution Analyst. The DSSA will assume ownership and drive the implementation of Alger Distribution business goals within Sales and Marketing systems (Salesforce and Eloqua), with the ultimate objective of enabling salespeople to focus their efforts on the highest impact interactions. The DSSA will support the Distribution goal of establishing Salesforce as a central repository for all client data and a critical Sales tool for client service and prospecting. In addition, the DSSA will optimize Eloqua's functionality to support Sales in client servicing and prospecting. The Distribution Systems Solution Analyst will reinforce the firm’s culture of impact by: developing a detailed implementation strategy and plan for two major Sales and Marketing systems that will incorporate key initiatives within Alger’s Distribution department, working closely with the Distribution Management team and other business partners.

Requirements

• Undergraduate degree required
• Grade Point Average (GPA) of 3.0 or above in a 4.0 scale
• Minimum 3 years of work experience with Salesforce and marketing email platform, preferably Eloqua
• Minimum 5+ years of work experience, particularly in the financial services industry preferred
• Proficiency in Salesforce, Salesforce Certified Administrator or Salesforce Certified Advanced training preferred
• Proficiency in Eloqua
• Knowledge operating SQL, dashboard building, Marketing Cloud
• Working knowledge of the asset management industry
• Fine attention to detail
• Excellent communication skills, both written and oral
• Ability to manage multiple tasks simultaneously
• Ability to manage work within tight timeframes
• Ability to work as a contributing member of a team
• Proficiency in Microsoft Office products, in particular Excel

Nice To Haves

• Salesforce Certified Administrator or Salesforce Certified Advanced training preferred

Responsibilities

• Create a detailed implementation strategy for Salesforce and Eloqua that incorporates the key initiatives within Alger Distribution from a channel and product perspective
• Translate implementation strategy into a detailed implementation plan for Salesforce and Eloqua
• Work closely with Sales team to: Define & implement “client journeys” throughout sales process Develop & drive electronic marketing campaigns through all channels (Retail, Institutional, Retirement, National Accounts, Offshore and RIAs, potentially even “direct to consumer”) Determine optimal contact segmentation based on sales workflow Define Client/Prospect reporting requirements Formulate a strategy and plan for successfully leveraging Salesforce for prospecting; defining the sources, data components, and creating protocols for data uploads
• Work closely with Marketing team to: Create a digital marketing plan to support the defined client segments and allow for tailored interactions Define campaigns that vary based on segmentation, journey and product priority and enhance preference center to allow for tailored content Create a plan for ongoing data field identification (tagging) that serves both Sales and Marketing needs. Define required connectivity between Salesforce and Eloqua
• Work with existing Salesforce team/consultant to implement Salesforce plan and with Marketing team/ consultant to implement Eloqua plan Establish priorities and timeline, hold weekly meetings with stakeholders during initial implementation to provide updates and incorporate feedback
• Incorporate evolving Distribution objectives into Salesforce and Eloqua project plans
• Establish regular (weekly/monthly) dialog with Sales teams to incorporate ongoing feedback into Salesforce project plans.
• Support the Sales and Marketing teams with a range of client service and prospecting matters
• Prioritize and optimize sales requests to ensure adherence to broader plan
• Monitor and evaluate success metrics for all implementations
• Develop and execute customized reporting for Distribution Management
• Manage contact data
• Coordinate lead generation efforts across distribution

Benefits

• comprehensive 401(k) with a generous employer match
• financial planning tools
• automatic investing plans
• personal wellness program
• paid time off
• sick leave
• paid medical leave
• paid parental leave
• health club membership reimbursement program
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees