Senior Business Development Analyst

Citco; Jersey City (NJ); Hybrid; USD 77,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Parental leave

Job summary

Citco, a global leader in fund services, is seeking a data-driven Business Development Analyst to join its Client Services team in Jersey City. The role focuses on CRM optimization, insightful reporting, and market analysis to drive revenue growth and improve sales performance.

You will design dashboards, analyze sales data, and deliver data-driven recommendations. The position requires strong communication skills and experience with CRM systems, Excel, Power BI, and Tableau in a hybrid Jersey

Qualifications

• Bachelor's degree in Business Administration, Data Analytics, Finance or a related field
• 2+ years driving results in business development, operations, or a related client-facing function
• Strong analytical and problem-solving skills, with the ability to interpret complex data and develop actionable insights
• Proficiency in salesforce or related CRM systems and Microsoft Office
• Comfortable working with sales forecasting, pipeline management, and performance metrics/KPIs
• Familiarity with data visualization tools (Excel dashboards, Power BI, Tableau, or similar) is a strong plus
• Excellent communication and presentation skills, with the ability to effectively convey insights and recommendations to non-technical stakeholders
• Strong time management skills & ability to communicate effectively
• Strong attention to detail, with the ability to manage multiple projects and priorities

Responsibilities

• CRM Optimization: Analyze and optimize our CRM system to ensure data accuracy, completeness, and integrity.
• CRM Optimization: Develop and maintain CRM workflows, dashboards, and reports to support sales team activities.
• CRM Optimization: Identify and implement process improvements to enhance sales productivity and efficiency.
• Reporting and Analytics: Design, develop, and maintain reports and dashboards to provide insights on sales performance, customer behavior, and market trends.
• Reporting and Analytics: Analyze sales data to identify trends, opportunities, and areas for improvement.
• Reporting and Analytics: Present findings and recommendations to reporting manager, sales leadership & relevant stakeholders.
• Market Research and Analysis: Conduct market research to identify industry trends, client needs, and competitor activity.
• Market Research and Analysis: Analyze market data to inform sales strategies and identify new business opportunities
• Market Research and Analysis: Develop and maintain a comprehensive understanding of our target markets and customer segments
• Market Research and Analysis: Provide data-driven insights and recommendations to support sales strategy development and execution
• Market Research and Analysis: Collaborate with sales team members to develop sales plans, identify new business opportunities, and enhance relationships
• Market Research and Analysis: Assist in the development of sales forecast models and pipeline analysis

Skills

Analytical skills

Communication skills

Time management

Presentation skills

Problem-solving

Attention to detail

Education

Bachelor's degree in Business Administration, Data Analytics, Finance

Tools

Salesforce

Microsoft Office

Power BI

Tableau

Job description

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

As a core member of our Client Services team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex fund structures that our clients

Responsibilities

Your Role:

We are seeking a highly analytical and results-driven Business Development Analyst to support our sales team in driving revenue growth and improving sales performance. The successful candidate will optimize our CRM system, develop insights-driven reports, conduct market research and analysis, and provide data-driven recommendations to inform sales strategies. The ideal candidate will have strong analytical and communication skills, with experience in CRM systems, data analysis, and market research.

CRM Optimization:

• Analyze and optimize our CRM system to ensure data accuracy, completeness, and integrity.


• Develop and maintain CRM workflows, dashboards, and reports to support sales team activities.


• Identify and implement process improvements to enhance sales productivity and efficiency.

Reporting and Analytics:

• Design, develop, and maintain reports and dashboards to provide insights on sales performance, customer behavior, and market trends.


• Analyze sales data to identify trends, opportunities, and areas for improvement.


• Present findings and recommendations to reporting manager, sales leadership & relevant stakeholders.

Market Research and Analysis:

• Conduct market research to identify industry trends, client needs, and competitor activity.


• Analyze market data to inform sales strategies and identify new business opportunities


• Develop and maintain a comprehensive understanding of our target markets and customer segments


• Provide data-driven insights and recommendations to support sales strategy development and execution


• Collaborate with sales team members to develop sales plans, identify new business opportunities, and enhance relationships


• Assist in the development of sales forecast models and pipeline analysis

Qualifications

About You:

• Bachelor's degree in Business Administration, Data Analytics, Finance or a related field


• 2+ years driving results in business development, operations, or a related client-facing function


• Strong analytical and problem-solving skills, with the ability to interpret complex data and develop actionable insights


• Proficiency in salesforce or related CRM systems and Microsoft Office


• Comfortable working with sales forecasting, pipeline management, and performance metrics/KPIs


• Familiarity with data visualization tools (Excel dashboards, Power BI, Tableau, or similar) is a strong plus


• Excellent communication and presentation skills, with the ability to effectively convey insights and recommendations to non-technical stakeholders


• Strong time management skills & ability to communicate effectively


• Strong attention to detail, with the ability to manage multiple projects and priorities

Salary Range: USD$ 77,000 - $120,000

Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.

At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodation to make our recruitment process more accessible for you, please let your recruiter know.

As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.

Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization

Job Info

• Job Identification 17121


• Job Category Business Development & Marketing


• Posting Date 09/14/2026, 03:42 PM


• Job Schedule Full time


• Locations Harborside Plaza 10, Jersey City, NJ, 07311, US (Hybrid)