Job Description
We're looking for a Distribution Analyst to lead on CRM & insights to support the continued growth of our Private Markets business. This role combines Salesforce ownership, sales pipeline management, client intelligence and commercial insights to help our distribution teams build stronger client relationships and identify new opportunities.
Working closely with sales, client relationship, product and investment teams, you'll play a key role in turning CRM data into actionable client and market insights, improving sales effectiveness and supporting strategic business growth
You’ll play a key role in turning data into actionable insights, managing sales pipelines, and enhancing how we engage with clients and consultants. Alongside this, you’ll help drive efficiencies through improved processes and the use of emerging technologies, including AI.
What you’ll be doing:
- Acting as the subject matter expert for Salesforce with...