Sales Market Research Analyst

Job Objective:

This position provides Salesforce administration support, market research, and data analysis to the Client Services and Sales teams. This is a highly visible position that requires strong analytical skills, communication and interaction with all levels within the company. This position will report to the Director of Client Reporting & Analytics.


  • Help support and troubleshoot the company’s 125+ user Salesforce environment.
  • Support the Client Services and Sales teams by providing marketing data, sales data, market trends, forecasts, and client account analyses.
  • Continuous and direct communication with the Client Services team, Sales team, and broker network to understand their reporting and data needs and drive solutions throughout the organization.
  • Build, evolve, validate, and deliver meaningful reporting packages to brokers, clients, and internal teams.
  • Assist and/or lead special projects as needed.

Education / Experience:

  • Bachelor’s degree in business, finance, management, or marketing is required.
  • 2 to 3 years of prior experience in related field.
  • Salesforce Administrator Certification is desired, but not required.

Preferred Skills:

  • Excellent written and verbal communication skills.
  • Strong analytical skills and ability to learn quickly
  • Ability to work independently and as part of a team.
  • Perform comfortably in a fast-paced, deadline-oriented work environment.
  • Familiarity with data management principles and practices.
  • Self-motivated to continually expand technical skills in areas that support the organization’s strategic plan.
  • Must be able to work on projects with aggressive timelines and be flexible to changing priorities.
  • Familiarity with reporting platforms like Cognos and Tableau.
  • Proficient with the following Microsoft Office Suite programs: Excel, Outlook, PowerPoint, and Word.