CRM Data Analyst

ProShares; Bethesda (MD); On-site; USD 60,000 - 75,000; Full time

Job summary

A leading asset management firm in Bethesda is seeking a detail-oriented data specialist to enhance sales and marketing effectiveness through CRM data. This role involves ensuring data quality, conducting research, and leveraging insights for targeted opportunities. Ideal candidates will have a strong analytical background and proficiency in tools like Excel and Tableau. The annual salary range for this position is $60,000-$75,000 plus potential bonuses.

Benefits

Incentive pay

Dynamic work environment

Qualifications

• Background in business, analytics, finance or related field.
• Internship or entry-level experience in asset management preferred.
• Understanding of ETF or mutual fund distribution is highly desirable.

Responsibilities

• Ensure accuracy and completeness of data in CRM platform.
• Identify new sales opportunities through data research.
• Leverage CRM data to support targeted marketing and sales.

Skills

Data research

Data analysis

Communication

Detail-oriented

Education

Bachelor's degree in business, analytics, finance, or a related field

Tools

Salesforce

Excel

Tableau

Power BI

SQL

Job description

ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.

Position Summary:
We are seeking a detail-oriented and analytical data specialist to join our Business Intelligence team. This role will be critical in driving sales and marketing effectiveness by evaluating CRM data, unlocking insights into client and prospect behavior, and supporting targeted distribution strategies. The ideal candidate combines a strong aptitude for data research with the ability to connect the dots to successful business outcomes, enabling our distribution team to uncover new sales opportunities and deepen existing relationships in the ETF market.

Essential Job Functions:

• Data Research & Stewardship:
• Ensure the accuracy, consistency, and completeness of data within the CRM platform (e.g., Salesforce).
• Support processes for data enrichment, de-duplication, segmentation, and hygiene.
• Partner with wholesalers and sales support to ensure contact, account, and activity data are complete and usable.
• Conduct proactive research using third-party datasets (e.g., Discovery Data, Morningstar, Broadridge, SEC 13F) to identify new sales opportunities, firm relationships, and advisor behaviors.
• Enrich CRM records with insights from external data sources to improve segmentation, lead scoring, and targeting.

• Sales & Marketing Enablement Support:
• Leverage CRM data to identify high-potential leads, cross-sell opportunities, and at-risk relationships.
• Deliver insights and lists to the distribution team that support campaign targeting, sales prioritization, and product opportunity development.
• Provide territory-level opportunity analysis to support travel planning, coverage strategy, and performance management.

• System & Process Optimization:
• Assist in CRM configuration enhancements that improve data usability and workflow efficiency.
• Contribute to roadmap of CRM and BI tool integrations (e.g., Power BI, marketing automation solutions, etc.).
• Partner with the data engineering team to support ongoing integration of third-party data into the enterprise data warehouse and CRM system.
• Support end-user training and documentation to ensure effective CRM usage by the sales team.

Education and Experience:

• Bachelor's degree in business, analytics, finance, or a related field.
• BI / analytics / data operations internship or entry level position in asset management industry preferred.
• Baseline understanding of ETF or mutual fund distribution is highly desirable.
• Proficiency in Excel and data visualization tools (e.g., Tableau, Power BI).
• Experience working with SQL or CRM database structures.

Knowledge, Skills and Abilities:

• Strong data research and investigative mindset.
• Ability to translate data into actionable insights for business stakeholders.
• Excellent attention to detail and data quality.
• Effective communicator and collaborator with sales, marketing, and data teams.
• Self-starter who thrives in a dynamic, fast-paced environment with evolving priorities.

The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $60,000-$75,000, which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.

ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.