Junior Salesforce Business Analyst
Bitwise Asset Management
IT, Sales & Business Development
San Francisco, CA, USA
Posted on Feb 5, 2025
NYC, SF or US Remote – Full Time
Sales & Business Development
It’s not very often that a new asset class is born. But that’s exactly what we’re witnessing today with the rise of crypto.
Bitwise Asset Management is one of the largest crypto asset managers in the world, managing over $12 billion for investors. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. For six years, Bitwise has established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, and hedge fund strategies. Bitwise is known for providing unparalleled client support through expert research and commentary, its nationwide client team of crypto specialists, and its deep access to the crypto ecosystem. We provide education, partnership, and professionally managed investment products tailored to this group’s needs, to help them build their view, pick their strategy, and get their exposure.
Currently, Bitwise is a close-knit team of 90+ professionals, with offices in San Francisco, New York and London. Think of us as a mix of an asset manager and a tech start-up. Our backgrounds combine technology expertise with decades of experience in asset management and indexing, coming from firms including BlackRock, Wealthfront, J.P. Morgan, Facebook, and Google, as well as the U.S. Attorney’s Office. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead.
We’re looking for an exceptional individual to join our team and take on important responsibilities to help Bitwise scale. You will report to the Head of Sales Operations and will have important responsibilities across data management, reporting and analytics, process improvement, application support, project management, and vendor selection. There will be a lot to learn, a huge impact to be had, and some lifelong relationships to be built along the way.
What You Will Do
- Help manage all aspects of our sales enablement platform including, but not limited to: Salesforce Sales Cloud, Marketing Cloud Account Engagement (f.k.a. “Pardot) and Salesloft.
- Ensure accuracy and availability of industry data within Salesforce by evaluating data sources and managing data uploads and integrations.
- Maintain and enhance processes that handle data entry errors such as duplicates, validation rules, etc.
- Support the user community in creating reports related to activity, opportunity growth, pipeline movement, asset wins, engagement, and transactions necessary for departments like Sales, Accounting, Legal & Compliance, and Investor Relations.
- Manage lead ingestion from webinars, events and website inquiries into Campaigns, with periodic analysis of the impact of campaigns.
- Configure Salesforce to be easy to use and actionable for the sales processes of each bespoke distribution channel.
- Support user community by troubleshooting application issues and hosting weekly “office hours” for Q&A.
- Train new and existing Salesforce users on how to best utilize the application.
- Maintain an ongoing list of identified gaps between business needs and our Salesforce application.
- Create, maintain and enhance documentation to reflect our processes and procedures for both end users and technical counterparts.
- Pull ad hoc data points and queries, and be able to articulate what they represent.
- Research and select third-party software vendors, as needed.
- Work with the Head of Sales Operations, the distribution organization, the marketing organization, and executives.
Who You Are
- You have a bachelor’s degree or higher.
- You have 1-2 years of experience in a similar role owning Salesforce at an asset management firm.
- You have exceptional time management, organizational, and multitasking abilities.
- You have strong verbal, written, and presentation skills.
- Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious and open-minded. You’re inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You’re proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you’re always looking to improve.
- You have willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you’re excited to work in crypto.
- You love details. You’re a team player.
What We Offer
- Compensation: $75,000-$90,000 salary, + bonus, + equity
- Equity compensation as a component of all offers
- Health insurance, including dental and vision plansHealth, Dependent Care and Commuter Flexible Spending Accounts
- Paid Parental Leave
- Life insurance; short and long term disability plans
- Company-funded 401(k) plan, no matching required
- Unlimited PTO
- 10 paid company-wide holidays
- Office spaces in San Francisco, New York and London
- Meals and snacks provided in office
- Paid company cell phone
- Bitwise “Buddy” Program (30 day new-hire success program)
- Annual birthday and anniversary gifts
- Company-wide events including annual holiday party
- Internal Women of Bitwise (WOB) group with fun events
Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics.