Senior Distribution CRM Analyst (Intermediary Distribution)

Overview Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. Partner with sales leadership to maximize the effectiveness of the intermediary distribution channel. This role is the technical backbone of our Salesforce ecosystem, responsible for both high-level platform architecture and the granular, day-to-day execution required to serve our internal clients. You will lead the development of linkages between Salesforce and third-party systems while ensuring the platform's data infrastructure can handle the unique complexities of the financial advisor market. We are looking for someone empowered to build sophisticated solutions but equally committed to the operational rigors of data hygiene and a user-centric support mindset that drives long-term partnership and client satisfaction. Responsibilities Partner with sales leadership to maximize the effectiveness of William Blair’s sales organization. Identify and prioritize opportunities to leverage sales strategies and capabilities to enhance growth. Work to establish efficient and effective operation of the sales staff. Technical Architecture & Administration: Administer Salesforce.com in support of senior leadership and the sales team, ensuring user satisfaction with functionality and data availability. System Integration: Lead the development and maintenance of linkages between Salesforce and internal or third-party systems to ensure a seamless data flow. Explore and implement various initiatives related to sales team design, sizing, territory optimization, etc. Ensure the alignment of initiatives and processes with business objectives. Develop sales quotas and forecasts for the sales team in conjunction with growth and profit plans. Develop and prioritize performance metrics that correlate to sales performance. Collect and analyze data to evaluate performance, including sales data, pricing, market share and specialized/unique sales information. Determine the level of initiative success, degree of sales execution and the attainment of growth objectives. Identify areas of additional opportunity, as well as high impact trends. Bring significant findings to the attention of senior management. Oversee the development and maintenance of reporting on all aspects of sales and client service. Draft reports on complex or broad impact findings/issues. Review drafts developed by less experienced staff. Maintain subject matter expertise of complex, high impact sales metrics, trends and best practices. Maintain external relationships with industry counterparts to stay abreast of trends and best practices. Recommend changes to current sales techniques and processes based on market research and new trends. Guide and mentor less experienced staff. Provide direction and suggest approaches to gathering and interpreting data. Serve as an escalation point for questions and data issues. Additional responsibilities as requested. Requirements Bachelor’s Degree in Finance, or related field required 5-7 years of business/sales analysis experience required Expertise with Salesforce.com and associated programming languages (and other customization techniques) Finance/Asset Management industry experience is strongly preferred, particularly within intermediary distribution channels Expertise in data gathering, sales data analysis skills, and querying complex databases Ability to deliver high-quality written communication and reports to senior leadership Deep knowledge of databases – ability to query for data and produce results Deep understanding of Salesforce programming logic (Declarative and/or Apex) Detail oriented and able to prioritize tasks Excellent problem solving and analytical skills Delivers clear, effective communication and commits to understanding others Works cooperatively with others to accomplish objectives Demonstrates initiative and persistence Ability to collaborate and build trusted relationships Proficiency in MS Office Salary and Benefits A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $115,000—$128,000 USD. About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's Privacy Policies For Job Applicants: California Consumer Privacy Act Privacy Notice (CCPA); General Data Protection Regulation Privacy Notice (GDPR). #J-18808-Ljbffr William Blair