Dynamics CRM Data Analyst

Wellfit is the dental industry’s fintech solution! A healthcare fintech company that enhances experiences between patients, providers, employers and payors. Wellfit provides access to treatment and care of all by removing financial barriers.

About the role:

The CRM Data Analyst is the
business owner of CRM data integrity and logic
, responsible for ensuring that Microsoft Dynamics CRM is accurate, trustworthy, and usable by Sales, Marketing, and Operations. This role sits on the
business side of the CRM
, partnering closely with Sales and acting as a liaison to technical teams to ensure data is entered correctly, maintained consistently, and executes as intended.

This is an
analyst-first role
, not a pure marketing or technical position. Success is measured by data accuracy, logical consistency, and CRM reliability—not campaign volume. The ideal candidate is highly detail-oriented, quantitatively minded, and comfortable working “in the weeds” of CRM data, workflows, and logic validation.

• 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.

• 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.

$75,000 - $85,000 a year

Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits.