Job Information
Nuveen Investments Analyst II - CRM & Client Data in Pune, India
Data Analyst I - IN
Delivers and supports business analytics solutions for a specific business unit or function.
Key Responsibilities and Duties
Understand how operational processes are executed in different work flow systems in the data, and then leveraging that data to help generate insights about process efficiency.
Provide reporting and analytical insight to support to the Client Services Group by means of standardizing and automating operational and performance metrics and reporting.
Developing innovative/creative solutions in a fast-paced environment.
Educational Requirements
- Vocational and/or Technical Education Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
4IC
Position Summary :
The Salesforce Support Admin role is responsible for supporting Nuveen’s global Salesforce.com instance, and is primarily responsible for helping to maintain and improve the data integrity of the platform, as well as matching and establishing links from third-party provided data sets to Nuveen’s Salesforce database. The role assists in the implementation of business processes and improvements that drive high quality data, increase business collaboration, and reduce strategic business risk. A successful candidate will have extensive hands-on experience using Salesforce, and will have experience interacting with business users. They will understand how various strategic and tactical changes impact the entire platform, and will work to increase platform adoption and help enable the business to realize the platform’s full potential.
Impact :
Customer data is used to ensure high quality customer servicing, efficient distribution management and critical inputs to strategic planning and performance measurement. Data accuracy and completeness are critical enablers to a high performing distribution platform that supports all elements of sales, service and support
Functional Responsibilities :
Manage and maintain data within Salesforce to ensure data adheres to enterprise standards
Recommend and implement data quality processes. Provide sign off on data-related changes. Educate users on data standards
Business user support
Drive business user adoption of Salesforce
Perform other job-related functions as assigned
Experience:
3+ years of relevant hands-on experience in supporting Salesforce.com based business
Skills:
Proficient with Salesforce Dataloader
Intermediate SQL or similar query language
Understanding of sales and marketing processes
Prior training experience
Experience with AppExchange partners such as Pardot, Riva, Seismic
Experience with Salesforce Community Cloud, Marketing Cloud, Sales Cloud, Service Cloud
Experience with Salesforce administration tools such as Demandtools, Workbench
Experience with reporting tools such as TabCRM
Experience integrating with 3rd party data providers and services
Strong analytical skills
Ability to display independent judgment to make decisions where no clear precedents exist; adjusts plans and deliverables with the right approvals and the business goals in mind. Ensures that all standards are followed and controls are adequately designed and implemented.
Related Skills
Collaboration, Continuous Improvement Mindset, Data-Driven Business Intelligence, Data Engineering/Analytics, Data Visualization, Group Problem Solving, Predictive Modeling, Programming, Resourcefulness, Statistics, Story Telling
Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)