Company: Equitable
Position: CRM Analyst – Sales Optimization (Employee Benefits Team)
Location: United States (Fully Remote)
Employment Type: Full-Time
Work Schedule: 8:30 AM – 5:30 PM EST (Periodic office visits may be requested)
Salary: $80,000 – $110,000 per year (Plus performance-based incentives & bonuses)
Role Overview
Equitable is seeking a dynamic CRM Analyst – Sales Optimization to support the Employee Benefits Sales team. This role focuses on Salesforce CRM strategy, data management, campaign execution, analytics, and cross-functional collaboration to drive sales growth and operational excellence.
Key Responsibilities
Salesforce CRM
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Manage data intake for contact database growth, territory management, sales projections, and marketing campaigns
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Maintain database quality and resolve data integrity issues in partnership with IT and Technology
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Support Salesforce Admin with Distribution user training
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Create Salesforce documentation and training materials
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Build dashboards to monitor CRM usage and performance
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Develop recommendations and business cases for evolving CRM strategy
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Provide proactive end-user support
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Lead and coordinate cross-functional CRM projects
Salesforce Marketing Cloud (SFMC)
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Build, manage, and execute marketing campaigns and journeys
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Oversee audience segmentation, workflow setup, decision splits, wait activities, and scheduling
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Collaborate with IT, Distribution, Product, Operations, and Marketing teams
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Validate email content, layout, A/B testing, and analytics tracking
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Develop campaign analytics methodology and test-and-learn strategies
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Troubleshoot technical campaign and segmentation issues
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Maintain creative briefs and deployment calendars
Required Qualifications
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Experience with Salesforce or similar CRM platforms
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Salesforce Marketing Cloud experience preferred
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Strong analytical and critical thinking skills
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Excellent verbal and written communication skills
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Strong meeting facilitation and stakeholder collaboration abilities
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Ability to present complex information clearly
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Strong organizational and time management skills
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Proficiency in Microsoft Office Suite
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Process improvement mindset
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Initiative-driven and adaptable in fast-paced sales environments
Core Competencies
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Business Data Analysis
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Cross-Functional Collaboration
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Customer Segmentation
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Requirements Analysis
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Decision Making & Critical Thinking
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Design Thinking
Compensation & Benefits
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Competitive base salary ($80K–$110K)
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Performance bonuses and short-term incentive opportunities
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Medical, Dental, and Vision coverage
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401(k) retirement plan
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Paid Time Off
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Comprehensive Total Rewards Program
How to Apply
Apply through the official Equitable careers portal.
For accommodation requests, contact:
Phone: (212) 314-2211
Email: TalentAcquisition@equitable.com
Equitable participates in the E-Verify program and is an Equal Opportunity Employer.
