CRM & Data Analytics Associate - Asset Management Sales
Social Capital Resources
Social Capital Resources is seeking a CRM Sales Data Associate based in New York, NY. The successful candidate will manage CRM data, support sales initiatives, and provide analytics. This role requires 2-4 years of Salesforce CRM experience and strong communication skills. Familiarity with Microsoft Office, especially Excel, is essential. Ideal candidates will also have Series 7 & 63 licenses, enhancing their profile. The position focuses on maintaining data integrity, supporting sales teams, and educating users on effective Salesforce utilization. #J-18808-Ljbffr Social Capital Resources
$130k - $150k
...GM Technology Data Scientist Associate Job Code: 13473 Country:... ...business divisions: Wealth Management, Investment... ...split across Trading, Sales and Investment Banking... ...businesses across all major asset classes (Credit,... ...involves using data analytics and developing automated...AssetWork at office$110k - $130k
...NYSE: OWL) is a leading asset manager that is redefining... ...Blue Owl is seeking an Associate to join the Private Wealth... ...Strategy and Analytics team to focus on sales analytics, reporting, and data operations in direct support... ...of data sources across CRM (Salesforce) and...AssetCRMPermanent employmentWork at officeMonday to Friday- ...the global leader in analytics, insights and proprietary data across the entire... ...will not only execute sales but also actively contribute... ..., developing, and managing strategic... ...Wood Mackenzie's data assets with their technology... ...Maintain high levels of CRM excellence (...AssetCRMFull timeContract workPart timeWork at officeFlexible hours2 days per week
$123.1k - $186.3k
...is the leading AI CRM, where human collaboration... ...execution? The Sales Strategy and... ...creation, tooling, data integrity, market... ..., create scalable assets, and spearhead execution... ..., sales pipeline management, and performance... ...on data and analytics, providing strategic...AssetCRM- ...advisory services and data analytics support to middle-market... ...($50M - $2B in annual sales), and our clients include... ...know what it means to manage a client engagement but... ..., campaigns, and brand assets that resonate with private... ...sources Develop CRM, pipeline, and market intelligence...AssetCRMFull timeInterim role
- ...Customer Success (Enterprise Data & SaaS) New York,... ...research, data, analytics, and tracking software... ...Mergers and acquisitions, asset sales, other financial transactions... ...our current Account Management function into a world-... ...proficiency with CRM (Salesforce/HubSpot/Zoho...AssetCRMImmediate start
$175k - $215k
...creates flexible, open data and software... ...financial data and analytics that investors use... ...more efficiently, manage risk, and drive better... ...dynamic and experienced sales leader to help... ...including hedge funds, asset managers, broker-... ...Proficiency with CRM tools (e.g., Salesforce...AssetCRMWork experience placementWorldwideFlexible hours$110k - $140k
Business Development Manager - Financial Services New... ...is redefining consumer data analytics for the world’s leading... ...data within hedge funds, asset managers, family... ...cadence, and best-in-class sales execution across storytelling... ...maintain high-quality CRM data, including account...AssetCRMContract workCurrently hiringRemote workWork from home- ...experience as a leading big data analytics provider for financial services... ...hedge funds, banks, and asset managers-to enhance returns, reduce risk... ...team and lead strategic sales of RavenPack's enterprise AI... ...& Pipeline Management: Use CRM and sales tools to maintain...AssetCRMContract workRemote workFlexible hours
- ...creators and enterprises manage their value with... ...for digital assets and Web3, with over... ...responsible for both pre-sales and post-sales... ...accounts. Use this data to optimize service... ...technical audience. Analytical Mindset: A curious... ...management (CRM) software, data analytics...AssetCRMContract workWork from homeFlexible hours
$77k - $202k
...Technology Specialism Data, Analytics & AI Management Level Senior Associate Job Description & Summary... ...Basic understanding of ERP and CRM integration - Understanding of... ...information, handling proprietary assets, or collaborating closely with team...AssetCRMH1b$111.2k - $309.8k
...Director, Key Account Management to lead and accelerate... ...spanning IQVIA's data, analytics, technology, and services... ...account teams , including sales, delivery, consulting,... ...: IQVIA data assets Commercial analytics... ...insights Omnichannel, CRM, and digital...AssetCRMFull timePart timeImmediate startRemote workWorldwide$175k - $185k
...Extended Workforce Management and Talent Solutions... ...Director of Workforce Analytics will lead Atrium’s... ...foundation, ensuring data is leveraged as a strategic asset to drive business intelligence... ...-facing teams, Sales, Marketing, Finance,... ...such as VMS, FMS, CRM, ERP, and HRIS....AssetCRMRelocation packageFlexible hours$40k - $85k
...media intelligence and data solutions, world-class... ...content development, and analytics. We are in need of... ...communications goals. Manage day-to-day execution of... ...campaigns, and multimedia assets. Oversee social media... ...media insights, etc.), CRM platforms, and social listening...AssetCRMFull timeWork at office- ...firm's approach to AI and data policy across a rapidly... ..., and data and analytics leadership. This position... ...high-impact initiatives. Associate role As an Associate in... ...actionable materials. You will manage workstreams and help... ...processing and asset management. We offer a...AssetWork experience placementWork at office
- ...Team is seeking a quantitative analytics associate responsible for querying,... ...quantities of health-related data to assist Morgan Health and its... ...portfolio across Morgan Health Manage relationships with key... ...financial transaction processing and asset management. We recognize that...Asset
$20 - $30 per hour
...seeking a highly motivated Junior Sales Support Representative to join... ...sales team to support account management, client communication, brand... ..., and other brand support assets for accounts and events. Support... ...in Salesforce and other CRM systems, including updating account...AssetCRMHourly payLocal area- ...Client seeks to hire an Analyst/Associate in its business development... ...research, portfolio and asset management, financial reporting, and legal... ...• Assist in management of CRM database for tracking client/... ...Qualifications: *Private Credit Sales and Capital Raising...AssetCRMWork experience placementWork at office
- ...Development Director to drive our growth in the asset-based lending (ABL) and broader... ..., and execute secured credit facilities, managing the full transaction lifecycle from origination... ...Proficiency in Salesforce (or similar CRM) to manage pipeline, leads, and reporting...AssetCRM
- ...impact DER solutions—including asset optimization, demand response,... ...and power system engineering. Managing 1,400+ MW of flexible capacity... ...management. Meaningful Sales Impact: Represent trusted, high... ...for Success: Access to a strong CRM, marketing support, technical...AssetCRMRemote workFlexible hours
- Advisors Asset Management is seeking a Regional Sales Consultant based in Manhattan, NY. This role involves supporting an external wholesaler in managing client... ...retention, and maintaining accurate records in the CRM system. A Bachelor's degree and FINRA Series 7 & 63...AssetCRM
$80k - $90k
...Baron Capital is a leading asset management firm founded in 1982. We... ...us. About the Role The Sales Analyst supports the... ...the team has the tools, data, and insights needed to operate... ...of sales support, CRM ownership, and sales data analytics, partnering closely with...AssetCRMTemporary workWork at officeShift work$130k - $150k
...Corporate Title: Associate Department: Internal... ...divisions: Wealth Management, Investment... ...split across Trading, Sales and Investment... ...Markets Internal Audit Data Scientist will be... ...across all major asset classes (Credit, Rates... ...using data analytics and developing automated...AssetWork at officeRelocation package$110k - $160k
...Data Strategy Team Member The Data Strategy team... ...privately owned global asset manager. This role requires... ...Office, Data Management, CRM, Finance, Legal,... ...company data gathering and analytical requests. Provide end-to... ..., travel requirements, sales or revenue-based metrics...AssetCRMLocal areaShift work$77k - $202k
...Banking and Capital Markets Specialism Data, Analytics & AI Management Level Senior Associate Job Description & Summary At PwC, our people... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We...AssetH1b$110k - $160k
Position Overview: The Data Strategy team within Neuberger... ...privately owned global asset manager. This role requires... ..., Data Management, CRM, Finance, Legal, Technology... ...data gathering and analytical requests. Provide end-... ..., travel requirements, sales or revenue-based metrics...AssetCRMLocal areaWorldwideShift work- Overview The Territory Manager travels throughout this Northeast territory... ...delivered according to the sales agreement. Experience... ...Proficient in the use of Excel and CRM systems, preferably Salesforce... ...Maintains current golf course asset information. Surveys golf courses...AssetCRMTemporary work
- ...Job Description As a CRM Data Product Manager , you will take a hands-on... ...approach to translating CIB Sales domain needs into governed... ...technology, data platform, analytics, and controls partners to... ...insights and reusable data assets —including curated datasets...AssetCRM
$120k - $150k
...team’s effectiveness in managing external relationships... ...individual with experience in asset management,... ..., and familiarity with CRM systems. The EA will act... ...stakeholders, ensuring that data is accurate and up to... ...Seniority level Associate Employment type Full...AssetCRMDaily paidFull timeSummer workWork at officeRemote work$150k - $180k
...Manager Of Business Solutions – Marketing & Business... ...and jurisdictions with asset managers, private equity... ...the portfolio owner for CRM and related marketing technologies... ..., systems integration, data architecture, and... ...Strategy, Reporting & Analytics Cross-Functional...AssetCRM
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