Sales Effectiveness CRM Data Analyst
The iShares brand was launched in 2000 and has since become the leading ETF provider with over $450 billion in assets under management globally and just under 50% US ETF industry market shares as of October 2009. iShares runs almost 400 ETFs globally, holding securities in various asset classes ranging from US domestic equity to fixed income, to emerging and frontier markets. The target audience for iShares includes intermediaries (financial advisors) and institutional investors.
iShares ETFs are built around indices by virtually every leading index provider: Barclay's Capital, Cohen Steers, Dow Jones, FTSE, FSTE/Xinhua, iBoxx, JP Morgan, Morningstar, MSCI, NASDAQ, NYSE, Russell and Standard Poor's. They are diversified like typical index funds, but trade like an exchange listed security, with the advantages of transparency, cost- and tax- efficiency, and index exposure. The iShares business believes its competitive advantages lie in the depth and breadth of its products, the unique expertise and service of its client relationship teams, and its brand strength.
Role Overview:
BlackRock iShares is seeking a data analyst to join the Sales Effectiveness team to provide reporting, analytics and project management support for US iShares programs. This role will assist in the design and production of channel-specific reporting and provide data quality management for the iShares sales CRM systems. This role will also help manage various sales effectiveness programs and vendors. This role is a hands-on client information and sales data management position that requires experience with sales/customer data quality management and analytics principles and an ability to interface with internal partners in technology, sales and marketing to support data needs and requests.
This individual will join the US iShares Channel Strategy Training organization.
Responsibilities:
- Responsible for client information management in CRM to support channel segmentation and prospecting strategies, such as list matching for sales/marketing campaigns, lead generation, and channel/territory mapping.
- Work with the CRM product management team to support the ongoing evolution of the platform based on evolving sales and client segmentation strategies.
- Provide research-based decisions to internal business partners as it relates to CRM data and the iShares business.
- Assist in the design and production of monthly sales activity metrics reports, lead generation reports, and provide insight to the business on key findings and trends.
- Handle requests for client data analysis to help territory teams refine client targeting/focus strategies.
- Support cross-sell, lead generation and other business development programs for Sales that involve CRM as an implementation vehicle.
- Work closely with the Client Solutions Centre to ensure the iShares Sales organization's CRM and sales tool training and support needs are met, including mobile solutions.
- Support the iShares professional designation program through the production of certificant reporting, acquisition of accreditation for iShares programs, and resolution of client and Sales inquiries.
- Oversee vendor relationship relating to voice transcription services and lead generation for Sales, as well as other future vendors that may be brought in to support other sales effectiveness initiatives.
Qualifications:
- Bachelors Degree or equivalent work experience in the financial services sector
- Experience in data management, processing and analysis; SQL skills desirable
- Highly organized and detail oriented with strong time management skills
- Excellent computer skills and good knowledge of Microsoft Office applications
- Experience with sales CRM systems and customer data management
- Values the importance of quality data and strives to maintain its integrity in the system
- Excellent customer service attitude
- Proven ability to multitask, manage concurrent efforts, and work to deadlines with minimal supervision in a team environment
- Strong critical reasoning, verbal and written communication skills
BlackRock is proud to be an E-Verify Equal Opportunity/Affirmative Action Employer--M/F/D/V.
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions -- from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.
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