Sales Analyst

<div class="content-intro"><p><strong>About Baron Capital</strong></p> <p>Baron Capital is a leading asset management firm founded in 1982. We believe that hiring, retaining, and nurturing talented individuals who share our passion for excellence, integrity, and innovation is the key to our success. This means creating a welcoming, inclusive, and inspiring environment for all, as well as providing the resources and support our employees need to succeed. We take pride in our exceptionally low turnover and consider it a testament to our culture of collaboration and open communication. If you are looking for a career where you are part of a dynamic team where you can truly make a difference, we invite you to consider joining us.</p></div><p><strong>About the Role</strong></p> <p>The Sales Analyst supports the sales and distribution organization, specifically the Intermediary Sales Team, by ensuring the team has the tools, data, and insights needed to operate efficiently and grow and retain assets. The role sits at the intersection of sales support, CRM ownership, and sales data analytics, partnering closely with internal and external sales professionals, marketing, strategy &amp; sales enablement, and leadership teams to maintain data integrity, build reporting, and grow and retain assets.</p> <p>The ideal candidate is highly detailed-oriented, analytically minded, and passionate about building scalable processes that help sales teams perform at a higher level.</p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Manage the Salesforce CRM platform for the Intermediary Sales Team, including cleaning and maintaining CRM data integrity, supporting team campaigns, and supporting broader firm sales initiatives</li> <li>Maintain CRM and accurate client contact information, and track engagement and activity across various wealth partner platforms</li> <li>Support team leadership by analyzing and maintaining key territory metrics, tracking wholesaler activity, and other management metrics providing clear, data driven insights that inform day-to-day management needs and support broader strategic decisions</li> <li>Develop and deliver reporting and analytics for sales campaigns, including generating targeted client lists, building, and structuring campaign outreach, and providing data‑driven insights for sales leadership</li> <li>Support external and internal sales efforts and financial advisor coverage such as assisting with literature fulfillment requests, Morningstar report portal comparisons, and ad hoc client requests</li> <li>Collaborate cross-functionally with teams such as the Strategy &amp; Sales Enablement Team, National Accounts, and Marketing teams</li> <li>Assist with ad hoc Intermediary Team and other department requests s