CRM Analyst – Sales Optimization (Employee Benefits Team) (REMOTE)

Equitable

📍 Remote, Oregon, United States

Full-time Business Operations Specialists Posted March 01, 2026

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 Sal...