Crm Analytics

Crm Analytics Finance Jobs

4 jobs found

Today

Senior Business Development Manager - Finance & Investment Funds

Alston & Bird New York, NY

New York, NY

Today

$190k - $200k/yr Full time Manager Marketing Account Management

Apply Now

Job Description

Alston & Bird seeks a Senior Business Development Manager to support growth across its Finance and Investment Funds practice groups in New York. The role combines strategic client development with visible collaboration across practice leadership and attorneys, ensuring BD initiatives are aligned to practice priorities and measurable business outcomes.

Role Overview

In this position, you serve as a senior business development advisor and primary point of contact for Finance and Investment Funds attorneys and practice leaders. You will lead BD strategy, client targeting and follow-up programs, and market positioning, while preparing substantive client-facing and submission materials and maintaining the data foundation used for pitches, credentials, rankings, and client development.

Key Responsibilities

Act as a senior BD advisor and primary contact for Finance and Investment Funds attorneys and practice leaders.
Lead strategic BD initiatives supporting growth, client development, cross-selling, and market visibility.
Develop and manage client targeting, pursuit, and follow-up programs, including tracking activity, outcomes, and next steps.
Align BD activities with practice priorities, revenue opportunities, and client service goals.
Use market, client, industry, and competitive intelligence to inform targeting, positioning, and pursuits.
Maintain and leverage deal, matter, and experience data to support pitches, credentials, rankings, league tables, and client development.
Support lateral partner integration by aligning client relationships, credentials, and go-to-market priorities with firmwide BD efforts.
Prepare pitches, proposals, RFP responses, capability statements, presentations, and related BD materials.
Manage BD budgets and evaluate sponsorships, memberships, conferences, and client-facing events for ROI and strategic alignment.
Coordinate client programs, thought leadership, marketing materials, and other visibility initiatives.
Manage directory, ranking, and award submissions, including Chambers, Legal 500, Best Lawyers, and Best Law Firms.
Track BD activities, opportunities, and follow-up to support accountability and measurement.
Supervise, mentor, and help prioritize work for BD team members supporting the assigned practices.

Required Qualifications

Strong business development, client development, and professional services judgment.
Excellent written, verbal, and interpersonal communication skills.
Strong project management skills with the ability to manage competing priorities.
High attention to detail and commitment to producing quality work product.
Ability to build credibility with attorneys, practice leaders, and colleagues across the firm.
Leadership presence, sound judgment, and ability to influence stakeholders.
Strong analytical skills and comfort using market, client, and competitive data.
Ability to work independently and collaboratively in a fast-paced environment.
Proficiency with Microsoft Office Suite.
Comfort using CRM, research, proposal, and AI-enabled tools to improve BD execution and generate insight.
Bachelor’s degree required.

Education & Experience

8+ years of business development, marketing, or professional services experience (preferably in a law firm); 10+ years preferred.
Experience advising senior attorneys or practice leaders and leading cross-functional BD initiatives preferred.
Familiarity with structured finance, private credit, fund finance, leveraged finance, asset management, private equity funds, credit funds, hedge funds, or related private capital strategies preferred.
Experience preparing pitches, proposals, RFP responses, client presentations, and related BD materials.
Experience with rankings, awards, directory submissions, events, thought leadership, deal data, and league tables preferred.

Location, Salary, and Work Setting

Location: New York, NY (onsite)
Salary: USD 190,000 to 200,000 per year

Tools & Technologies

Microsoft Office Suite
CRM
AI-enabled tools

View full job page →

7d ago

Financial Planner

WaFd Bank Seattle, WA

Seattle, WA

7d ago

$36 - $60/hr Full time Manager Marketing Analytical Skills

Apply Now

Job Description

WaFd Bank is seeking a CFP® Financial Planner to strengthen its Financial Planning team in Seattle, WA, working onsite with support staff to deliver a structured, repeatable planning experience. In this role, you will execute and refine the firm’s planning process while helping ensure client deliverables are accurate, compliant, and clearly communicated.

Key Responsibilities

Serve as an integral member of the Financial Planning team.
Develop proficiency in WaFd Wealth’s standardized planning process and contribute to maintaining a structured, repeatable approach to plan creation, updates, and delivery in line with firm directives.
Perform quality control by reviewing plans for accuracy, completeness, and adherence to Team standards before client delivery.
Participate in training and development opportunities for new analysts, including technical skills, planning philosophy, and client communication.
Build comprehensive financial plans in partnership with the Financial Planning team, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations, and other considerations.
Maintain ongoing proficiency with RightCapital and other planning systems.
Partner with Relationship Managers to support timely follow-up on client requests and seamless integration of planning into the client experience.
Create planning deliverables such as reports, summaries, and visual materials that communicate recommendations and progress toward client goals.
Support strategic initiatives by collaborating with Leadership on planning-related projects, technology enhancements, and process improvements.
Maintain the integrity of WaFd Wealth business needs across all account processes and servicing activities.
Use provided resources as needed and adhere to WaFd Wealth policies and procedures.
Complete and pass all assigned compliance courses and certifications as required.
Avoid real or perceived conflicts of interest and maintain client privacy and confidentiality.

Required Qualifications

CFP® certification that is active and in good standing.
Strong analytical skills with the ability to interpret and present complex financial information.
Excellent written and verbal communication skills.
High attention to detail, with a focus on accuracy and organization.
Proficiency with RightCapital (preferred) and the Microsoft Office suite.
Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
Familiarity with Salesforce or similar CRM systems.

Technology

RightCapital
Microsoft Office suite
Salesforce

Compensation & Benefits

Salary is USD 36 to 60 per hour for this onsite role.

Paid time off for vacation, sick days, and holidays
Health insurance
Stock options
Bonus programs
401(k) plan
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans

View full job page →

1mo ago

Equipment Finance Sales Manager

LeasePoint Funding Group Austin, TX

Austin, TX

1mo ago Closed

$200k - $250k/yr Full time Marketing Application Support Business Development

This position is no longer accepting applications (closed Sep 12, 2026).

Job Description

LeasePoint Funding Group is seeking a hands-on Equipment Finance Sales Manager to lead, develop, and elevate the AE team on-site in Austin. This role focuses on building a stronger enablement engine through coaching, training, and practical deal feedback, while partnering closely with senior leadership to turn sales strategy into consistent execution. If you enjoy shaping how sellers operate and want your impact to show up directly in pipeline quality and conversion, this is built for you.

What you’ll do

Directly manage and coach the AE team through consistent 1:1s, pipeline reviews, and ride-alongs on live calls
Partner with the CGO on sales strategy, territory planning, and goal setting, then translate priorities into day-to-day execution
Build and run a sales enablement program, including onboarding for new AEs, ongoing skills training, call coaching, and deal review cadence
Create practical tools the team can use to sell consistently, including playbooks, talk tracks, and objection-handling frameworks
Hold the team accountable to activity standards, pipeline hygiene, and conversion metrics, while helping reps improve each area
Spot skill gaps across individuals and the broader team, then build targeted development plans to close them
Review pipeline and forecast with each AE to sharpen deal strategy and help move stuck deals forward
Run high-quality team meetings that are focused, prepared, and tied to what needs improvement
Partner with credit, funding, and servicing to ensure deals flow cleanly through the business
Identify recurring win/loss patterns and feed those insights back into strategy and training
Contribute to hiring, onboarding, and ramp plans for new AEs as the team grows

What you bring

5+ years of sales experience with a proven track record of meaningful, measurable results
2 to 4+ years in direct coaching, team lead, or sales management experience, with demonstrated success developing other sellers
Equipment finance, leasing, lending, financial services, or another consultative B2B sales environment (strongly preferred)
Strong command of the full sales cycle: prospecting, discovery, deal strategy, objection handling, and close
Demonstrated ability to build and run sales enablement, training, or coaching programs
Excellent communication skills, including the ability to give feedback that changes behavior
Strong organizational habits to keep coaching and review cadences consistent
Comfort working on-site, in person, with the team every day
CRM proficiency with HubSpot experience a plus, plus Microsoft Office

Compensation & benefits

Pay: $200,000.00 to $250,000.00 per year
Performance-based bonus tied to team production and development outcomes
100% employer-paid HDHP health insurance for employees
HSA with employer contribution to support long-term healthcare savings
Voluntary dental, vision, life, and AD&D coverage
Unlimited Time Off policy
11 paid company holidays
401(k)
Parental leave
Health insurance, dental insurance, vision insurance

Location & logistics

On-site in Austin, TX
Work location: In person
Ability to commute: Austin, TX 78732 (Required)

Technology

HubSpot
Microsoft Office

View full job page →

1mo ago

Financial Data Analyst

CrowdStrike Remote 🌍 Remote

Remote

1mo ago Closed

$70k - $95k/yr Full time Marketing Analytical Skills Analytics

This position is no longer accepting applications (closed Sep 12, 2026).

Job Description

As a Financial Data Analyst on CrowdStrike’s Finance Data Analytics team, you will help enable accurate, decision-ready Finance KPIs for Sales. The work focuses on connecting upstream quoting structure to downstream ARR outcomes, alongside ad-hoc analytics, reporting, and close support.

Key Responsibilities

Deliver ad-hoc support to global Sales and Sales Ops teams to maintain accuracy of Finance KPIs used in revenue forecasting, including ACV, ARR, and Renewals.
Reconcile and bridge financial metrics from quote lines through ACV to ARR.
Create reporting datasets and dashboards that support revenue-impacting projects and Sales initiatives.
Work closely with upstream CRM platform teams to help ensure high data quality.
Partner with the Finance Data Engineering Team to investigate issues and drive solutions as business needs evolve.
Participate in the month-end and quarter-end close processes.

Required Qualifications

Preferred location: East Coast US.
Proficiency in SQL, with knowledge of data flow and data warehousing concepts.
Proficiency in Salesforce.
Experience with data visualization tools such as Tableau (plus) and Excel.
Ability to support external stakeholders, including strong communication skills and the capability to translate complex data into actionable insights.
Bachelor’s Degree in Finance, Engineering, or a related discipline, or comparable work experience.
Proven experience utilizing AI technologies to enhance decision-making, streamline workflows and processes, improve efficiency, and drive business outcomes.

Preferred Qualifications

Sales Support or Sales Ops experience.
Big 4 experience (EY, PwC, Deloitte, KPMG).

Technologies

SQL
Salesforce
Tableau
Excel

Compensation

USD 70,000 - 95,000 per year

Education

Bachelor’s Degree in Finance / Engineering / a related discipline

Benefits

Market leader in compensation and equity awards
Comprehensive physical and mental wellness programs
Competitive vacation and holidays
Paid parental and adoption leaves
Professional development opportunities for all employees regardless of level or role
Employee Networks, geographic neighborhood groups, and volunteer opportunities to build connections
Vibrant office culture with world class amenities
Great Place to Work Certified™ across the globe
Health insurance
401k
Paid time off
Bonuses
Equity grants

About the Role

Join the Finance & Accounting organization within the Finance Data Analytics team to work hands-on with key metrics including Bookings (ACV) and Annual Recurring Revenue (ARR). This position provides Sales support by explaining how Finance KPIs are derived and by bridging the gap between upstream Sales quoting structure and downstream ARR impact. You will also contribute to stakeholder support, analytics, reporting, and the month-end and quarter-end close cycle.

View full job page →

Crm Analytics Finance Jobs

Senior Business Development Manager - Finance & Investment Funds

Financial Planner

Equipment Finance Sales Manager

Financial Data Analyst

Get Crm Analytics Finance Jobs alerts