Wellfit Technologies · 1 day ago
Dynamics CRM Data Analyst
Irving, TX
Full-time
Hybrid
Entry Level
$75K/yr - $85K/yr
1+ years expWellfit Technologies is a healthcare fintech company that enhances experiences between patients, providers, employers, and payors. The CRM Data Analyst is responsible for ensuring the accuracy and usability of Microsoft Dynamics CRM data, partnering with Sales and technical teams to maintain data integrity and support business operations.
Financial ServicesHealth CareMarketplacePayments
Responsibilities
Serve as the primary business-side owner of CRM data quality within Microsoft Dynamics
Define, document, and enforce CRM data entry standards, usage rules, and best practices across Sales and related teams
Partner with Sales leadership to ensure opportunities, leads, contacts, and accounts are structured and maintained correctly
Perform regular audits of CRM data to identify errors, duplicates, incomplete records, and logic inconsistencies
Validate that CRM workflows, automation rules, and customer journey logic execute correctly and align with intended business behavior
Troubleshoot cases where data or logic 'does not behave as expected,' identifying root causes and coordinating fixes with technical teams when needed
Design, maintain, and test logic-based customer journeys and email workflows within the CRM
Build conditional logic based on customer attributes, behaviors, and lifecycle stages
Ensure journeys are accurate, tested, and consistently performing as designed before and after deployment
Act as a liaison between Sales, Marketing, and technical CRM resources
Translate business requirements into clean, logical CRM configurations
Support CRM-related questions from business users and guide correct usage
Qualification
Required
Bachelor's degree in Business, Information Systems, Data Analytics, Marketing Operations, or related field
1–2+ years of hands-on experience maintaining CRM data in a production environment, preferably Microsoft Dynamics
Demonstrated experience with CRM data audits, cleansing, deduplication, and validation
Experience building and testing logic-based workflows or email automation within a CRM or marketing automation platform
Strong analytical and logical thinking skills; comfortable reasoning through data structures and workflow behavior
Advanced Excel skills (e.g., VLOOKUP/XLOOKUP, data validation, data cleansing)
Ability to read and reason about data queries or data feeds (SQL familiarity strongly preferred, even if not writing complex queries)
Exceptional attention to detail and ability to maintain accuracy during repetitive or high-volume work
Strong communication skills and ability to work cross-functionally with Sales, Marketing, and technical teams
Benefits
Competitive annual bonus
401(k) with up to a 4% match
Generous paid time off
Comprehensive healthcare benefits
Company
Wellfit Technologies
Wellfit Technologies is a healthcare technology platform that makes patient financing, dental plans, and payment processes simple, transparent, and cost-effective for providers and patients.
51-200 employees
H1B Sponsorship
Wellfit Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Fulton Collins
CEO
Todd Vick
CFO
Recent News
Company data provided by crunchbase