Responsibilities

• Systems & Data Management
• Manage the day-to-day integrity of our proprietary Metrics360 dashboard data and supporting CRM and reporting systems.
• Monitor, validate, and maintain accurate sales and marketing data across multiple platforms.
• Ensure CRM records remain organized, complete, and compliant with company standards.
• Audit data to identify missing, duplicate, or inaccurate information and maintain overall data integrity.
• Support established data governance standards, SOPs, and reporting procedures.
• Reporting & Process Support
• Develop, maintain, and distribute recurring reports and dashboards.
• Review reports for accuracy and resolve data discrepancies before distribution.
• Track sales and marketing metrics, including campaign ROI, seminar performance, pipeline activity, and marketing spend.

Requirements

• 3+ years of experience in Marketing Operations, Sales Operations, CRM Administration, Data Management, Reporting, or a related operations role.
• Advanced proficiency in Microsoft Excel, data validation, and reporting.
• Experience working with CRM platforms, reporting systems, and dashboard maintenance.
• Strong analytical and problem-solving skills with exceptional attention to detail and commitment to data accuracy.
• Strong written and verbal communication skills with the ability to communicate reporting issues and system findings effectively.
• Proven ability to manage multiple priorities while maintaining a high degree of accuracy, organization, and accountability.

Preferred

• Bachelor’s degree in Marketing, Finance, Information Systems, Business Administration, or a related field (or equivalent professional experience).
• Experience with Google Analytics, CRM optimization, marketing automation platforms, or business reporting tools.
• Experience supporting data governance, process improvement, and system implementations.
• Experience supporting sales, marketing, or revenue operations within financial services or another regulated industry.

Benefits

• We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Short and long-term disability insurance
• PTO + 10 NYSE company holidays per year
• 401K with 4% company match program
• Free onsite parking
• Company-provided laptop and required technology