Sales Operations & CRM Business Specialist

Arlington VA
Greenwich, CT



  • Serves as point of contact for level 1 user queries, DST Sales Connect team, and other CRM vendors
  • Accomplish data integrity by observing ETL methods, error resolution and tracking, modifying data as necessary
  • Project manage new CRM development, lead and coach users on new development, manage the change control process
  • Provide accurate reporting and analysis for the Sales and Marketing departments, including executive reporting of sales and marketing results, key metrics and KPIs, campaign tracking and analysis, and ad hoc strategic analysis.
  • Implement and manage reports and dashboards in ensuring sales reps and leaders have access to key data required to successfully manage the business.
  • Track and analyze key metrics and present (Word, PPT or Excel) findings using chart, tables, graphs to visualize the data analysis
  • Prepare presentations depicting sales analysis, marketing campaigns results and achievements using data extracted from our CRM
  • Recommend revisions to existing sales/activity reports as the business evolves, and support the development of new reporting tools as needed.




  • 4-6 years in a Business Analyst or similar role
  • Sales Force Lightning Experience
  • Bachelor’s degree in Finance, Business or related degree preferred
  • Ability to perform administrative functions is a plus
  • Excellent Excel & PowerPoint are required






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 3/2/2021
Salary $90,000 - $115,000 + bonus

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