Distribution Intelligence and Sales Enablement Analyst

Distribution Intelligence and Sales Enablement Analyst

Location: Westport, CT or Remote New England

Compensation: $65K-85K base + discretionary bonus

NEOS is one of the fastest-growing ETF issuers in the industry, and we’re looking to expand our Distribution Intelligence and Sales Enablement (DISE) department. DISE’s mission is to drive asset gathering and retention by providing timely, accurate, and actionable data, analytical tools and intelligence to Sales, Marketing, and Senior Management. DISE owns the critical systems and data pipelines required to execute a modern, data-driven distribution strategy, focusing on end-to-end management of data, analytics, visualization, lead generation and in-field implementation.

We’re looking for a data-driven, solutions-oriented analyst to play an integral role in supporting the firm’s distribution strategy. This role is perfect for someone who is early in their career, proactive and passionate about leveraging technology and data to drive sales productivity. If you are analytical, excel at simplifying complex data, and have experience supporting CRM maintenance and reporting infrastructure, this is an outstanding opportunity to gain broad exposure within a high-growth asset manager.

• Support day-to-day ownership of Salesforce CRM platform and associated data visualization tools, assisting in configuration, development, and user support
• Support analysis of sales and marketing campaign performance
• Maintain and update existing in-CRM tools, including interactive dashboards that provide the sales team with real-time performance metrics and pipeline management capabilities
• Partner with the Sales Team to ensure data and insights are effectively adopted and implemented in their territory management processes

• Contribute to the creation and delivery of high-impact reports and dashboards that track key firm-level assets and fund flows
• Support and develop monthly reporting packages to senior management
• Assist in synthesizing complex data findings into clear, strategic insights
• Track and analyze competitor product flows and market trends to inform tactical distribution focus

• Help monitor the integrity and operational health of core data platforms and vendor data feeds (e.g., Broadridge, Salespage)
• Resolve CRM data discrepancies, ensuring a high degree of data quality and consistency
• Assist in the transformation and structuring of various core data assets, ensuring they are clean and reliable for analysis and reporting

• 3–5 years of experience. Investment management or wealth management industry experience is strongly preferred
• Solid understanding and hands‑on experience with Salesforce CRM (configuration, user support, reporting)
• Proven experience working with data, analytics, and reporting (e.g., Excel, BI tools like Tableau/Power BI)
• Strong Excel skills required. Expertise with Python and/or SQL a plus
• A collaborative, service-oriented growth mindset focused on learning new tools, embracing innovation, and being receptive to feedback to pivot strategies and support stakeholders effectively
• Exceptional analytical skills, comfortable translating complex data into clear, actionable business insights
• Strong organizational skills and attention to detail, particularly in data quality and governance

The expected base salary for this position ranges from $65,000 - $85,000. NEOS offers a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package.

• Mid‑Senior level

• Full-time

• Sales and Business Development

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