CRM ANALYST
Job Summary:
As a CRM Analyst, you will play a key role in supporting our CRM operations, leveraging your expertise in Salesforce and SQL to analyze data, optimize processes, and drive business insights. You will work closely with cross-functional teams to ensure the successful implementation and utilization of Salesforce CRM, while also utilizing SQL to extract, manipulate, and analyze data to support strategic decision-making.
Essential Duties & Responsibilities:
Specific duties include but are not limited to:
- Assist in the implementation and configuration of Salesforce CRM, including customization, data migration, and user training.
- Develop and maintain reports and dashboards in Salesforce to provide insights into key CRM metrics and performance indicators.
- Utilize SQL to query databases, extract data, and perform analysis to support CRM initiatives and business objectives.
- Assist in data cleansing, deduplication, and normalization efforts to ensure data integrity and accuracy within Salesforce CRM.
- Collaborate with stakeholders to gather requirements, identify opportunities for process improvements, and implement solutions within Salesforce.
- Provide support and troubleshooting assistance to Salesforce users, addressing issues and ensuring smooth CRM operation.
- Assist in the development and execution of CRM campaigns, including email marketing, lead management, and customer segmentation.
- Stay informed about industry trends, best practices, and new features within Salesforce and SQL to continuously improve CRM effectiveness.
- Support ad-hoc analysis and projects as needed to support the broader CRM and marketing teams.
- Develop and maintain automations within CRM using Salesforce Flow
- Manage integrations within CRM including Formstack, Docusign, Tableau, and Marketing Cloud.
Qualifications:
- Bachelor’s degree in business, Information Systems, Computer Science, or related field.
- 1 year of experience working with Salesforce CRM, including configuration, reporting, and user support.
- Proficiency in SQL with the ability to write complex queries to extract, manipulate, and analyze data from databases.
- Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions.
- Excellent communication and collaboration skills, with the ability to work effectively with cross-functional teams.
- Detail-oriented with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
- Experience with marketing automation platforms (e.g., Salesforce Marketing Cloud) is a plus.
Position Type/Expected Hours of Work:
This is an exempt (salary) position. Must be able to work flexible hours, nights, weekends, and holidays.
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