Job Description
CRM Analyst – Sales Optimization (Employee Benefits Team) (REMOTE) ( 2600003R )
**Primary Location** : UNITED STATES-Remote
**Organization** : Equitable
**Schedule** : Full-time
**About the Role**
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a dynamic **Business Analyst – Sales Optimization (Employee Benefits)** to join our team! This position can be fully Remote!
**What You’ll Be Doing**
**Salesforce CRM**
+ Complete data intake across initiatives involving contact database growth, territory management, sales projections, marketing campaigns, and research engagements
+ Manage contact database quality, including the identification and resolution of data integrity issues, partnering closely with Technology and IT teams
+ Partner with Salesforce Admin in conducting Salesforce training for Distribution users
+ Create Salesforce p...
**Primary Location** : UNITED STATES-Remote
**Organization** : Equitable
**Schedule** : Full-time
**About the Role**
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a dynamic **Business Analyst – Sales Optimization (Employee Benefits)** to join our team! This position can be fully Remote!
**What You’ll Be Doing**
**Salesforce CRM**
+ Complete data intake across initiatives involving contact database growth, territory management, sales projections, marketing campaigns, and research engagements
+ Manage contact database quality, including the identification and resolution of data integrity issues, partnering closely with Technology and IT teams
+ Partner with Salesforce Admin in conducting Salesforce training for Distribution users
+ Create Salesforce p...
Ready to Apply?
Submit your application today and join our talented team at Equitable.
Submit ApplicationJob Details
- Location Remote, United States
- Job Type Full-time
- Category other-general
- Posted Date February 28, 2026
- Application Deadline March 05, 2026