Touchlight · 5 hours ago

CRM Data Analyst

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Maintain and manage Salesforce and HubSpot systems to ensure data accuracy, integrity, and accessibility.

Configure and optimize workflows, automations, and dashboards to support business needs.

Troubleshoot and resolve CRM-related issues while ensuring seamless integration with other tools and platforms.

Analyze large datasets from Salesforce, HubSpot, and other sources to identify trends, opportunities, and challenges.

Develop and maintain dashboards and reports that provide actionable insights for marketing, sales, and leadership teams.

Monitor key performance metrics (KPIs) and deliver regular reports with recommendations for improvement.

Collaborate with marketing and sales teams to analyze campaign performance and customer engagement.

Identify patterns in customer behavior to refine targeting strategies and enhance customer journey experiences.

Provide data-driven recommendations to optimize lead generation, conversion rates, and retention efforts.

Ensure data hygiene by regularly auditing and cleaning CRM databases.

Implement data governance policies to maintain compliance with industry regulations and company standards.

Train team members on best practices for data entry and management in CRM systems.

Support the integration of Salesforce and HubSpot with other tools and platforms used across the organization.

Stay updated on new CRM features, trends, and technologies to identify opportunities for system improvements.

Lead or assist in the implementation of new CRM-related projects or upgrades.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceHubSpotData analysisExcelSQLPythonData visualizationTableauPower BIMarketing automationLead scoringSales funnel optimizationData governance