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CRM & Data Analytics Associate - Asset Management Sales
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-03
Listing for:
Social Capital Resources
Full Time
position Listed on 2026-06-03
Job specializations:
-
Sales
CRM System, Sales Analyst
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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