Junior Salesforce Business Analyst

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Date Published: 9 February 2025

Our client is a financial services and tech firm experiencing rapid growth, they are now looking for a Marketing Designer to join their team as they initiate new projects in either a remote US or hybrid role in SF or NY. They are looking for an exceptional individual to join our team and take on important responsibilities to help Bitwise scale. You will report to the Head of Sales Operations and will have important responsibilities across data management, reporting and analytics, process improvement, application support, project management, and vendor selection. There will be a lot to learn, a huge impact to be had, and some lifelong relationships to be built along the way.

What You Will Do

    • Help manage all aspects of our sales enablement platform including, but not limited to: Salesforce Sales Cloud, Marketing Cloud Account Engagement (f.k.a. “Pardot) and Salesloft.
    • Ensure accuracy and availability of industry data within Salesforce by evaluating data sources and managing data uploads and integrations.
    • Maintain and enhance processes that handle data entry errors such as duplicates, validation rules, etc.
    • Support the user community in creating reports related to activity, opportunity growth, pipeline movement, asset wins, engagement, and transactions necessary for departments like Sales, Accounting, Legal & Compliance, and Investor Relations.
    • Manage lead ingestion from webinars, events and website inquiries into Campaigns, with periodic analysis of the impact of campaigns.
    • Configure Salesforce to be easy to use and actionable for the sales processes of each bespoke distribution channel.
    • Support user community by troubleshooting application issues and hosting weekly “office hours” for Q&A.
    • Train new and existing Salesforce users on how to best utilize the application. 
    • Maintain an ongoing list of identified gaps between business needs and our Salesforce application.
    • Create, maintain and enhance documentation to reflect our processes and procedures for both end users and technical counterparts.
    • Pull ad hoc data points and queries, and be able to articulate what they represent. 
    • Research and select third-party software vendors, as needed. 
    • Work with the Head of Sales Operations, the distribution organization, the marketing organization, and executives. 

Who You Are

    • You have a bachelor’s degree or higher.
    • You have 1-2 years of experience in a similar role owning Salesforce at an asset management firm.
    • You have exceptional time management, organizational, and multitasking abilities. 
    • You have strong verbal, written, and presentation skills.
    • Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious and open-minded. You’re inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You’re proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you’re always looking to improve.
    • You have willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you’re excited to work in crypto.  
    • You love details. You’re a team player. 

What We Offer

    • Compensation: $75,000-$90,000 salary, + bonus, + equity
    • Equity compensation as a component of all offers
    • Health insurance, including dental and vision plansHealth, Dependent Care and Commuter Flexible Spending Accounts
    • Paid Parental Leave
    • Life insurance; short and long term disability plans
    • Company-funded 401(k) plan, no matching required 
    • Unlimited PTO
    • 10 paid company-wide holidays
    • Office spaces in San Francisco, New York and London
    • Meals and snacks provided in office
    • Paid company cell phone
    • Annual birthday and anniversary gifts
    • Company-wide events including annual holiday party

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