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

Equitable

📍 Remote, United States, United States

Full-time other-general Posted February 28, 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 Salesforce training for Distribution users
+ Create Salesforce p...