Jr. Data Analylst (San Deigo, CA or Summit, NJ)

Job Description

Job Description

Position: Junior Data Analyst

Reports to: Vice President, Technology Solutions

Department: Technology

Location: 11512 El Camino Real Suite 100. San Diego CA. 92130 or 475 Springfield Avenue Summit, New Jersey 07901; in-office

Classification: Full-time; Exempt

Summary / Job Objective: The Junior Data Analyst plays a key role in maintaining and improving the quality, consistency, and accuracy of data within Simplicity’s enterprise Salesforce platform. This position supports the VP of Technology Solutions by executing hands-on data stewardship and quality-control activities.

Primary Responsibilities:

Data Quality & Stewardship

• Proactively monitor, analyze, and correct data integrity issues across Salesforce objects such as Agents, Agencies, Advisors, Clients, and Policies.
• Validate and enrich records by comparing internal data to trusted third-party sources.
• Execute scheduled and ad-hoc data cleansing initiatives to remove duplicates, normalize values, and align data with MDM and governance standards.
• Develop and maintain data hygiene dashboards, reports, and scorecards for ongoing data quality tracking.

Collaboration & Process Execution

• Partner with Licensing, New Business, and Commissions departments to identify and prioritize data improvement efforts.
• Coordinate with system administrators and business stakeholders to design, test, and implement targeted data correction workflows.
• Assist with data imports, migrations, updates, and transformations using Salesforce Data Loader and Validity’s DemandTools suite.

Governance Support

• Apply data governance policies and standards to day-to-day operations.
• Document data definitions, stewardship processes, and change management procedures.
• Participate in ongoing MDM and data stewardship program initiatives as assigned by the VP of Technology Solutions.

Qualifications:

Required:

• Bachelor’s degree in computer science, Data Science, Business Administration, or a related field (or equivalent experience).
• 1-3 years of experience in data operations, CRM administration, or data stewardship roles.
• Strong Excel and data manipulation skills; familiarity with large datasets.

Preferred:

• Hands-on experience with Salesforce.com (Sales Cloud preferred).
• Experience using Salesforce Data Loader, DemandTools, or similar ETL tools.
• Understanding data governance, master data management, or data quality frameworks.
• Experience working in a multi-entity or enterprise distribution organization.

Core Competencies:

• Analytical & Critical Thinking: Ability to analyze complex datasets, perform root cause analysis, and devise effective solutions for data issues.
• Meticulous Attention to Detail: Proven ability to identify subtle data anomalies, patterns, and inconsistencies with a high degree of accuracy.
• Collaboration & Communication: Excellent verbal and written skills to articulate technical findings to non-technical stakeholders and work effectively across departments.

Compensation & Benefits:

Compensation (based on experience)

• Annual Base salary: $65,000 to $75,000; Exempt position
• Annual performance bonus target: 5%

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match

• Paid Time Off

Location : 11512 El Camino Real Suite 100. San Diego CA. 92130 or 475 Springfield Avenue Summit, New Jersey 07901

*This role is an in-office position

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.