Senior Distribution CRM Analyst (Intermediary Distribution)
William Blair
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
Partner with intermediary distribution leadership to maximize the effectiveness of our growing sales organization. As the trusted CRM business partner for the intermediary channel, you will own data stewardship across SalesVision, FINTRX, Broadridge, and our broader Salesforce ecosystem — translating sales needs into platform improvements and ensuring our CRM delivers reliable insight as we scale our distribution footprint.
This role sits at the intersection of sales, data, and technology. You will be the day-to-day point of contact for the sales team, sales leadership, and the marketing team, building trust through responsive, hands-on support. One day you might be untangling a hierarchy mismatch between SalesVision and Salesforce; the next, configuring a new dashboard for sales leadership, building campaign audiences for an upcoming marketing initiative, or rolling up your sleeves to clean up legacy data debt.
The ideal candidate is a hands-on operator with deep asset management distribution experience and strong Salesforce admin foundations — someone who is equally comfortable in a sales conversation and in the platform itself, and who is excited to grow their technical depth over time. If you are the type of person who likes to tinker, ask why, and follow through until something works the way it should, we want to hear from you.
Essential Responsibilities
- Serve as the day-to-day CRM point of contact for the sales team, sales management, and the marketing team — building trust through responsive, hands-on support
- Translate sales and marketing feedback into Salesforce improvements, scoping work to match the right level of complexity
- Enable marketing campaigns through audience segmentation, list builds, campaign tracking setup, and integration with marketing tools
- Provide CRM and data support for sales planning initiatives such as territory definition, coverage models, and sales team design
- Maintain data quality and reconciliation across SalesVision, FINTRX, Broadridge advisor scoring, and internal BI sources, investigating discrepancies in firm hierarchies, advisor records, CRD mapping, and ownership data
- Apply data governance standards consistently across the intermediary channel and flag systemic issues for resolution
- Maintain integrations with third-party data sources and metro/market territory definitions, escalating complex technical work appropriately
- Own day-to-day Salesforce administration in support of intermediary sales workflows — users, profiles, permissions, page layouts, fields, list views, reports, and dashboards
- Build and maintain reports and dashboards that give sales, marketing, and leadership clear visibility into pipeline, coverage, campaign performance, and channel trends
- Configure and improve the platform iteratively using declarative tools (flows, validation rules, formula fields), prioritizing technical debt and cleanup based on business impact
- Work effectively with sales, marketing, technology, BI, and compliance teams on CRM initiatives, providing constructive subject matter expertise on data structure, platform capabilities, and the implications of design choices.
Requirements
- Bachelor’s Degree in Finance, Business, Analytics, or related field required
- 5-7 years of business/sales analysis experience required
- Hands-on Salesforce administration experience with demonstrated ability to configure the platform using declarative tools
- Asset Management industry experience required, particularly within intermediary distribution channels
- Hands-on Salesforce administration experience — comfortable owning day-to-day platform configuration including users, profiles, permissions, page layouts, fields, list views, reports, and dashboards
- Working knowledge of Salesforce declarative tools (flows, validation rules, formula fields) with willingness and ability to develop deeper Salesforce expertise on the job
- Advanced data analysis skills with demonstrated ability to query complex databases, work with large datasets, and produce reliable reporting for senior leadership
- Strong written and verbal communication; ability to deliver high-quality reports and explain complex data clearly to senior leadership and non-technical stakeholders
- Problem-solving mindset with the ability to translate business requirements into platform solutions
- Demonstrated curiosity and aptitude for learning new technical tools and systems
- Track record of building trusted relationships and collaborating effectively across sales, technology, and operational teams
- Detail-oriented with strong prioritization skills and a track record of demonstrated initiative and persistence
- Proficiency in MS Office
#LI-HK1
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.