Start Date: 7/13/2026

End Date: 12/18/2026

Job Description

The CO-OP will work directly with Marketing to review, update and augment client and prospect data in Charles River’s Salesforce.com CRM system. The data updates will ensure that the system accurately maps the structure of large, complex financial organizations on a global basis. The goal is to continually improve the targeting of our marketing and sales efforts, and maximize the ability of our sales and client services staff to engage productively with clients and prospects.

What you will be responsible for:

Learn how an enterprise CRM system works in practice and become familiar with processes and related integrated systems necessary for supporting a global B2B sales organization. Identify top target firms in applicable market segments and work with Inside Sales team to research and validate prospects based on Charles River’s sales process. Work with Sales and Client Services to understand clients’ and prospects’ evolving organizational structures and ensure they are properly mapped in the CRM system. Work with Marketing and Sales Operations to follow data cleansing best practices, with a focus on ensuring complete and up to date market intelligence and competitive win/loss data for top target firms. Learn how a Sales organization manages its sales pipeline so that it can meet and exceed financial targets given a long and complex sales cycle. Learn how a marketing organization captures and analyzes marketing activity data in order to measure ROI.

What we value:

These skills will help you succeed in this role:

• Excellent interpersonal skills and the ability to liaise with personnel across departments

• Basic Excel skills

• Experience using Salesforce.com or another CRM system is a bonus

• Marketing research skills

• Strong written skill

• Analytical Thinking

• Strong interest in Marketing

Education & Preferred Qualifications:

• Enrollment in a Marketing, Business, or any undergraduate program at a leading college or university

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.