Duties:

• Analyze unmanaged client account data to select accounts and/or partners that should be managed by a sales team based on predetermined criteria
• Build well-balanced client portfolios for each new sales team member and partner with sales team leads to review and finalize each portfolio
• Improve data quality of accounts in our CRM system
• Work with sales team leads to understand vertical nuances and adjust account selection criteria accordingly
• Document and update end-to-end account selection and data clean-up processes
• Provide constructive feedback and recommendations to improve and scale the account selection and data clean-up processes

Skills:

• 2+ years experience with data analysis
• Digital marketing background
• Experience working in Salesforce and CRM databases
• Proficient in intermediate Excel (e.g. pivot tables, Vlookups) 
• Experience creating scaled solutions and working in a scaled environment
• Excellent written and verbal communication
• Detail-oriented execution style
• Critical thinker and problem solver
• Process-oriented
• Fast learner and self-starter
• Comfortable with ambiguity and thrives in a fast-paced, dynamic environment
• Receptive to open feedback

Education:

• BA degree (preferred) with a strong academic record