Senior Analyst, Client Insights & Sales Analytics

Grayscale Investments•Stamford, CT

About The Position

Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products. Our platform spans the full spectrum of institutional-grade solutions—from single-asset exposures to diversified and thematic strategies—with a goal of providing every investor with access to the hyper-expanding digital asset universe. Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate. We’re proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation. Position Summary: Grayscale is hiring a Senior Analyst, Client Insights & Sales Analytics to partner with our existing analytics team and help strengthen how we use data to support our distribution organization. In this role, you will enhance data workflows, expand analytical capabilities, and contribute to a more scalable, resilient, insight-driven sales function. You will play a key role in strengthening the data infrastructure and elevating the analytical rigor behind sales decisions. This role is centered on improving how data is ingested, structured, and analyzed, and on building tools and frameworks that help better understand clients, advisors, platforms, and commercial opportunities.

Requirements

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.

Nice To Haves

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.

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.

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