CRM Analyst

CRM Analyst

Position Summary:

The CRM Excellent Analyst is responsible for managing the adoption and success of the enterprise CRM application (currently Salesforce). With excellent technical and communication skills, the CRM Analyst will report to the Director of Strategic Growth Applications, and will serve as the CRM product expert and liaison between users and the business application support and development teams.

The ideal candidate will bring strong database, CRM, reporting and data analysis skills, with the ability to translate business requirements into CRM/Salesforce-specific terms for technical teams. The successful candidate will have an aptitude for user training and support as well as creating necessary documents or videos to support new initiatives.

• Promote and measure adoption across business development and marketing teams
• Working with the Director of Strategic Growth Applications, maintain, expand, and execute a sustainable training program for business development and marketing processes and supporting application functionality.
• Provide ‘how-to’ support to Salesforce users and become the SME for Salesforce process and procedures.
• Build, improve and maintain Salesforce reports and dashboards
• Act as a bridge between business stakeholders and the Salesforce/CRM team, identifying challenges and potential solutions, and translating requirements clearly
• Partner with local Data Stewards to monitor and assist with data quality efforts and reporting
• Document requirements, workflows, and data processes related to Salesforce objects and processes
• Manage change requests, service requests, and enhancements inclusive of developing communications concerning changes within existing and new Salesforce functionality to the appropriate user community
• Drive method-based Quality Assurance testing in sandbox and production environments
• Partner with the Marketing Systems Analyst to ensure consistent processes and quality data across applications
• Collaborate with IT teams to ensure accurate data integration, reporting, and analytics within Salesforce and Power BI
• Partner with IT dev ᄐ8볱 development of new functionality and integrations

• Manage Salesforce Account Engagement Actualizar (Pardot) application for sending and It
• Participate in testing and adoption of Salesforce AI tools
• Stay current with Salesforce platform updates and recommend improvements

• 5 years of experience in CRM analytics or similar role.
• Strong skills with relational databases and data models
• Strong interpersonal and customer service skills
• Comfortable working with colleagues at all levels, including senior leadership
• Self-starter
• Organized and efficient
• Strong written and verbal communication skills

• Salesforce or similar certifications are a plus
• Occasional travel may be required.

$90,000 - $130,000

In addition to base pay, eligible for discretionary bonus based on company and individual performance.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: [Medical Insurance] [Dental Insurance] [Vision Insurance] [Health Savings Account] [Healthcare Flexible Spending Account] [Dependent Care Flexible Spending Account] [401(k) retirement plan with employer match] [Life & AD&D Insurance] [Long-term Disability Insurance] [Short-term Disability Insurance] [Critical Illness Insurance] [Accident Insurance] [Hospital Indemnity Insurance] [Home & Auto Insurance] [Family Support] [Pre-tax Paid Parking/Public Transportation] [Paid time off: 2 Weeks for Non-Exempt and Three Weeks for Exempt] [Time Away Benefits] [8 Paid Holidays] [Group Legal] [Employee Stock Purchase Plan] [Identity Theft Protection] [Group Legal] [Pet Insurance] [Employee Assistance Program]

The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

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