CRM Analyst

POSITION OVERVIEW:

The CRM Analyst develops CRM reporting, training and analysis for Beacon Trust. You will help maintain solutions for the analysis of product performance trends, client needs and buying patterns and sales related information. Assist with implementing new initiatives to advance the processes, solutions and quality of our sales and marketing analytics. The CRM Analyst creates project plans and manages implementation of various technology-driven initiatives.

This position requires working knowledge of CRM systems, digital marketing, email service providers and wealth management process.  Exercises analytical skills and sound judgment within established systems and procedures. 

KEY RESPONSIBILITIES:

• Provides support for various Sales, Marketing and Service initiatives using CRM and Email Marketing tools, generates reports to track impact and maintains campaigns to help achieve sales and marketing objectives set by upper management. Manage all aspects of digital tracking of client events, using CRM campaigns. Monitors and improve data quality, integrity, and user adoption. Performs data loads and data quality reviews. Monitors integration of Charles Schwab’s OpenView gateway Data Delivery and Data Custody solutions, participates in integration meetings with the vendor.
• Responsible for the maintenance of Salesforce.com customizations, as well as providing training for users.  Analyzes data to determine requirements and helps document any immediate and long-range plans and designs.  Under the supervision of CRM Management, customizes Salesforce.com fields, page layouts, record types, reports, and dashboards. Maintains users, role hierarchies, profiles, workflow rules, etc. Manages security settings of the Salesforce Shield product, helps maintain logging and event monitoring. Provides training for users and contributes to the development of best practices that will be followed throughout the organization. Leverages expertise to collaborate on project governance and best practices/standards supporting the platform adoption and full application lifecycle.
• Manages maintenance of Beacon’s web properties, including our main website, BeaconTrust.com, by utilizing CMS-driven design and best practices. Uses publishing tools and editor applications to generate quality marketing collateral to be used to support marketing initiatives (email templates, printed materials etc.)
• Creates and monitors marketing material used throughout the company. Manages and distributes fact sheets and quarterly publications, using Adobe applications. Responsible for utilization of Marketing Automation platform, Oracle Eloqua, including development of client journeys and integration of marketing activities into CRM platform.
• Promotes data integrity, data governance, and compliance. Performs other duties as required (such as supporting custodian integration initiatives, helps to identify inefficiencies and improve processes throughout organization by expanding adoption of CRM platforms and tools. Direct experience with Tools like Data Loader, DemandTools by Validity.

MINIMUM QUALIFICATIONS:

• BA in Marketing, Finance, Accounting, or related discipline. 
• 3-5 years of direct experience in Digital Marketing, CRM Administration, capital markets analysis, investment portfolio management and financial modeling/analysis.
• Strong analytical and quantitative and critical thinking skills are required.
• Demonstrated advanced Microsoft Office skills, primarily Excel and PowerPoint.  Strong proficiency in spreadsheet applications and use of formulas (such as v- h- lookups), pivot tables important to perform financial analysis.
• Proper working understanding of capital markets and portfolio management
• Ability to exchange information orally and in writing, clearly and concisely and to present ideas, report facts and other information.
• Proficiency in use of financial portfolio analytics systems, websites & tools are mandatory (such as Bloomberg, Factset, Research Insight etc.).
• Ability to reasonably estimate the time for tasks and then meet deadlines set by those estimates; ability to prioritize multiple requests quickly and effectively.
• Personal characteristics such as high energy, detail oriented, discipline and ability to assume responsibility for decisions. Desire to interact with and help end users
• Highly motivated with ability to deal effectively with people in a variety of relationships and situations and work in a team environment.
• Strong understanding of Salesforce platform and Email Marketing tools

LICENSES AND/OR CERTIFICATES

• Salesforce ADM 201 required.
• Additional Salesforce certifications preferred (Advanced Admin or Developer Level 1)

WORKING CONDITIONS

Work is mainly performed in a normal office environment.  Noise levels usually are moderate.

• Prolonged sitting
• Lifting from 5 to 10 lbs. (printer paper, storage boxes)
• Occasional bending or overhead lifting (storing files or boxes)
• The hazards are mainly those present in a normal office setting.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management.  Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank, Beacon Trust and /or Provident Protection Plus require consent to conduct a comprehensive background check. This background check will be tailored to the specific requirements of the position for which you are applying. These reviews may include, but are not limited to, items such as:

• Verification of employment
• Verification of educational background and degrees
• Criminal records check
• Civil records check
• Credit history check
• Verification of professional licenses and certifications (if applicable)
• Web CRD records (if applicable)
• Any records related to federal, state, and/or local statutes
• Any records related to Code of Ethics adherence (if applicable)
• Any other records requested in connection with questions on the candidate’s background

The scope of the background check will be determined based on the level and responsibilities of the role. The results of the background check will be used solely to assess suitability for the specified position. Any false information, omissions, or failure to provide consent to undergo these reviews may disqualify a candidate from
employment.

Beacon Trust recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

Pay Details:

$51,200 - $73,200 annually

Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. 

This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.

Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.