CRM Analyst, Assistant Vice President

Stein IAS is the original B2B marketing agency. Part of the fast-growing MSQ Group we drive revenue growth from brand to demand with blue-chip clients on a global scale. About the Role We are seeking a detail-oriented and collaborative CRM Analyst, Assistant Vice President to work with our Demand Generation team. This role involves analyzing and managing large datasets to deliver actionable insights, maintaining CRM data accuracy, and supporting data-driven sales and marketing strategies. Responsibilities Collect, analyze, and interpret large datasets to provide actionable insights. Develop strong relationships with internal teams and participate in ongoing Data Strategy discussions. Develop and maintain data collection systems and databases. Actively maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives. Track and monitor data quality initiatives. Leverage a Customer Data Platform (CDP) to consolidate and analyze customer data from various sources. Manage the use and lifecycle of data from marketing automation tools to align identities and customer engagement. Collaborate with cross-functional teams to support data-driven decision-making. Produce and maintain sales reports & dashboards in Salesforce and in Excel for different business stakeholders. Identify trends and patterns in data to support business strategies. Skills & Experience Strong analytical and problem-solving skills with advanced Excel expertise. Experience with Salesforce CRM, Customer Data Platforms (CDP), and marketing automation tools. Excellent communication, attention to detail, and ability to manage multiple priorities. 6-9 years of relevant experience, preferably in the financial industry; Tableau and finance/economics background are a plus. Be part of a team that invests in your growth through: Structured, award-winning training programs; Investors in People, since 2008 & Princess Royal Training Awards. Access to cutting-edge marketing tools and technologies. Join us and you’ll be working at the forefront of B2B marketing with some of the industry’s most advanced thinkers and the world’s biggest brands. Seniority level

Mid-Senior level Employment type

Full-time Job function

Analyst Industries

Advertising Services

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