Sales Operations Data Analyst 1

Sales Data Quality/Monitoring

• Monitor and maintain CRM NAS records and data via sales data audits to ensure the firm's CRM system and sales pipeline data is accurate and up to date
  • Work collaboratively with appropriate firm individuals/groups to ensure data accuracy and enhancement in a timely manner

Sales Operations Support

• Support sales and sales operations projects through data requests, reporting, and research as assigned
• Assist with sales email inquiries via email and/or phone calls

CRM Support

• Assist with sales data entry within CRM as assigned

Other duties as assigned

Minimum Qualifications

EDUCATION/CERTIFICATIONS

• Bachelor's degree
• Equivalent work experience

TECHNICAL/SOFT SKILLS

• Microsoft Office skills (required), specific to Microsoft Excel skills (preferred)
• Strong attention to detail and documentation (required)
• Ability to work within a fast-paced team environment on concurrent projects and activities with minimal supervision (required)
• Exceptional oral and written communication skills and ability to interact professionally with key internal stakeholders (required)