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CRM Data Analyst, New Grad
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Jobright.ai
The following information aims to provide potential candidates with a better understanding of the requirements for this role. Join to apply for the
CRM Data Analyst, New Grad
role at
Jobright.ai Jobright is an AI-powered career platform that helps job seekers discover the top opportunities in the US. We are NOT a staffing agency. Jobright does not hire directly for these positions. We connect you with verified openings from employers you can trust. Job Summary: ProShares is a leader in ETF strategies and is seeking a detail-oriented CRM Data Analyst to join their Business Intelligence team. This role focuses on driving sales and marketing effectiveness by evaluating CRM data and providing insights to support targeted distribution strategies. Responsibilities: • Ensure the accuracy, consistency, and completeness of data within the CRM platform (e.g., Salesforce). • Support processes for data enrichment, de-duplication, segmentation, and hygiene. • Partner with wholesalers and sales support to ensure contact, account, and activity data are complete and usable. • Conduct proactive research using third-party datasets (e.g., Discovery Data, Morningstar, Broadridge, SEC 13F) to identify new sales opportunities, firm relationships, and advisor behaviors. • Enrich CRM records with insights from external data sources to improve segmentation, lead scoring, and targeting. • Leverage CRM data to identify high-potential leads, cross-sell opportunities, and at-risk relationships. • Deliver insights and lists to the distribution team that support campaign targeting, sales prioritization, and product opportunity development. • Provide territory-level opportunity analysis to support travel planning, coverage strategy, and performance management. • Assist in CRM configuration enhancements that improve data usability and workflow efficiency. • Contribute to roadmap of CRM and BI tool integrations (e.g., Power BI, marketing automation solutions, etc.). • Partner with the data engineering team to support ongoing integration of third-party data into the enterprise data warehouse and CRM system. • Support end-user training and documentation to ensure effective CRM usage by the sales team. Qualifications: Required: • Bachelor's degree in business, analytics, finance, or a related field. • Proficiency in Excel and data visualization tools (e.g., Tableau, Power BI). • Experience working with SQL or CRM database structures. • Strong data research and investigative mindset. • Ability to translate data into actionable insights for business stakeholders. • Excellent attention to detail and data quality. • Effective communicator and collaborator with sales, marketing, and data teams. • Self-starter who thrives in a dynamic, fast-paced environment with evolving priorities. Preferred: • BI / analytics / data operations internship or entry level position in asset management industry preferred. • Baseline understanding of ETF or mutual fund distribution is highly desirable. Company: ProShares launched in 2006 and today offers over 140 alternative ETFs designed to serve a range of investor needs. Founded in 2006, the company is headquartered in Bethesda, Maryland, USA, with a team of 51-200 employees. The company is currently Growth Stage. Seniority level
Seniority levelEntry level Employment type
Employment typeFull-time Job function
IndustriesSoftware Development Referrals increase your chances of interviewing at Jobright.ai by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified about new Customer Relationship Management Analyst jobs in
Bethesda, MD . Bethesda, MD $65,000.00-$75,000.00 3 days ago Manager, Customer Relationship Management Falls Church, VA $85,000.00-$95,000.00 2 weeks ago Arlington, VA $50,200.00-$107,400.00 2 weeks ago Greenbelt, MD $85,000.00-$95,000.00 2 weeks ago Washington, DC $110,000.00-$140,000.00 1 month ago Reston, VA $135,000.00-$216,000.00 1 week ago Senior Associate, Marketing Data Operations McLean, VA $100,000.00-$135,000.00 2 weeks ago 323 - Business Analyst - (FDA) Experience Required Columbia, MD $80,000.00-$120,000.00 4 weeks ago IT Specialist (CRM Reporting Analyst)/IS-2210-12 Washington, DC $101,401.00-$131,826.00 6 days ago Remote Business Analyst/Training Coordinator with Federal Government Experience Washington, DC $100,000.00-$105,000.00 2 weeks ago Arlington, VA $80,000.00-$90,000.00 1 month ago McLean, VA $75,000.00-$140,000.00 4 days ago Application Coordinator II-Epic Cheers CRM Washington DC-Baltimore Area $33.41-$58.48 2 weeks ago District of Columbia, United States $100,000.00-$140,000.00 3 weeks ago Business Analyst / Documentation SpecialistBusiness Analyst - Implementation Consultant We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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CRM Data Analyst, New Grad
role at
Jobright.ai
The following information aims to provide potential candidates with a better understanding of the requirements for this role. Join to apply for the
CRM Data Analyst, New Grad
role at
Jobright.ai Jobright is an AI-powered career platform that helps job seekers discover the top opportunities in the US. We are NOT a staffing agency. Jobright does not hire directly for these positions. We connect you with verified openings from employers you can trust. Job Summary: ProShares is a leader in ETF strategies and is seeking a detail-oriented CRM Data Analyst to join their Business Intelligence team. This role focuses on driving sales and marketing effectiveness by evaluating CRM data and providing insights to support targeted distribution strategies. Responsibilities: • Ensure the accuracy, consistency, and completeness of data within the CRM platform (e.g., Salesforce). • Support processes for data enrichment, de-duplication, segmentation, and hygiene. • Partner with wholesalers and sales support to ensure contact, account, and activity data are complete and usable. • Conduct proactive research using third-party datasets (e.g., Discovery Data, Morningstar, Broadridge, SEC 13F) to identify new sales opportunities, firm relationships, and advisor behaviors. • Enrich CRM records with insights from external data sources to improve segmentation, lead scoring, and targeting. • Leverage CRM data to identify high-potential leads, cross-sell opportunities, and at-risk relationships. • Deliver insights and lists to the distribution team that support campaign targeting, sales prioritization, and product opportunity development. • Provide territory-level opportunity analysis to support travel planning, coverage strategy, and performance management. • Assist in CRM configuration enhancements that improve data usability and workflow efficiency. • Contribute to roadmap of CRM and BI tool integrations (e.g., Power BI, marketing automation solutions, etc.). • Partner with the data engineering team to support ongoing integration of third-party data into the enterprise data warehouse and CRM system. • Support end-user training and documentation to ensure effective CRM usage by the sales team. Qualifications: Required: • Bachelor's degree in business, analytics, finance, or a related field. • Proficiency in Excel and data visualization tools (e.g., Tableau, Power BI). • Experience working with SQL or CRM database structures. • Strong data research and investigative mindset. • Ability to translate data into actionable insights for business stakeholders. • Excellent attention to detail and data quality. • Effective communicator and collaborator with sales, marketing, and data teams. • Self-starter who thrives in a dynamic, fast-paced environment with evolving priorities. Preferred: • BI / analytics / data operations internship or entry level position in asset management industry preferred. • Baseline understanding of ETF or mutual fund distribution is highly desirable. Company: ProShares launched in 2006 and today offers over 140 alternative ETFs designed to serve a range of investor needs. Founded in 2006, the company is headquartered in Bethesda, Maryland, USA, with a team of 51-200 employees. The company is currently Growth Stage. Seniority level
Seniority levelEntry level Employment type
Employment typeFull-time Job function
IndustriesSoftware Development Referrals increase your chances of interviewing at Jobright.ai by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified about new Customer Relationship Management Analyst jobs in
Bethesda, MD . Bethesda, MD $65,000.00-$75,000.00 3 days ago Manager, Customer Relationship Management Falls Church, VA $85,000.00-$95,000.00 2 weeks ago Arlington, VA $50,200.00-$107,400.00 2 weeks ago Greenbelt, MD $85,000.00-$95,000.00 2 weeks ago Washington, DC $110,000.00-$140,000.00 1 month ago Reston, VA $135,000.00-$216,000.00 1 week ago Senior Associate, Marketing Data Operations McLean, VA $100,000.00-$135,000.00 2 weeks ago 323 - Business Analyst - (FDA) Experience Required Columbia, MD $80,000.00-$120,000.00 4 weeks ago IT Specialist (CRM Reporting Analyst)/IS-2210-12 Washington, DC $101,401.00-$131,826.00 6 days ago Remote Business Analyst/Training Coordinator with Federal Government Experience Washington, DC $100,000.00-$105,000.00 2 weeks ago Arlington, VA $80,000.00-$90,000.00 1 month ago McLean, VA $75,000.00-$140,000.00 4 days ago Application Coordinator II-Epic Cheers CRM Washington DC-Baltimore Area $33.41-$58.48 2 weeks ago District of Columbia, United States $100,000.00-$140,000.00 3 weeks ago Business Analyst / Documentation SpecialistBusiness Analyst - Implementation Consultant We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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