CRM Data Analyst, Sales Optimization

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Key Responsibilities:

• Act as a data steward for our entire CRM platform, which includes all objects, with a primary focus of Account, Contact and Lead data
• Produce regular data audits and cleansing exercises to constantly improve data quality
• Manage daily SLAs for data ingestion requests from sales and cross functional partners
• Maintain overall data hierarchy structure that aligns to our product platform requirements, reducing or eliminating provisioning issues, while enabling product delivery
• Execute bulk data ingestion, deduping, and data enhancement within  tools such as Openprise, LinkedIn, ZoomInfo, Merger Market, Pitchbook and others
• Establish new processes for bulk data ingestion to support green field opportunities through standardizing templates and data formats
• Build and manage reporting that measure continuous data quality improvements
• Act as a liaison to sales and sales managers to provide near real-time insights on prospect movers and newly added contacts within the target buyer personas
• Provide best practice guidance to Sales for data entry so it can be best leveraged during the sales cycle to close business

Get To Know The Team:

As an Analyst, you will be a key player in the Revenue Operations organization, bringing deep, hands-on experience with managing data and related processes. You’ll work closing with Revenue Operations counterparts, sales, and product to help optimize our CRM and overall data model.

What You Will Bring:

• 2-5 years of relevant experience in working with data, specifically CRM related data sets
• Experience managing and delivering on SLAs daily and for related data projects
• Familiarity in operating data tools including Demand Tools, Dataloader.io or Openprise,
• Knowledge of data enhancement tools such as LinkedIn Sales Navigator, ZoomInfo
• Experience with CRM and Marketing Automation databases like Salesforce and Marketo a plus
• Bachelor’s degree and/or equivalent work experience in the areas of Marketing, Sales, or Business

Critical Soft Skills

• Ability to work independently with larger data projects and manage time effectively
• Ownership of SLAs and data KPIs
• Willingness to become a SME of all data enhancement and management tools within our tech stack

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.