Marketing Data & CRM Analyst

About the Role

Key Responsibilities

• Locate, validate, and compile records across multiple CRM systems, including Microsoft Dynamics and Salesforce.
• Ensure records are complete and accurate across systems.
• Proactively identify data discrepancies and duplicates to improve overall data cleanliness.
• Identify opportunities to automate manual data validation processes and implement solutions.
• Collaborate cross-functionally with other team members to implement CRM changes that improve reporting accuracy and quality control.
• Maintain the accuracy of reporting dashboards for both historical and current data.
• Support segmentation of leads based on various factors to enable targeted marketing and sales activities.
• Aggregate and organize historical marketing data to establish baselines for forecasting and trend analysis.
• Support the development of forecasting models and help derive deeper insights from marketing data.
• Assist in building and maintaining dashboards to track lead performance, ROI, and other key marketing and sales KPIs.
• Identify opportunities to automate reporting processes.
• Perform quality control to ensure clean, accurate datasets for strategic reporting.

Requirements

• Minimum 2-3 years of experience in data analytics, preferably with exposure to marketing and sales data.
• Familiarity with CRM systems such as Microsoft Dynamics and Salesforce.
• Proficiency in Excel (lookups, filters, pivot tables).
• Familiarity with data visualization tools such as Tableau or Power BI.
• Basic knowledge of SQL for data querying.
• Openness to learning and using AI tools for data cleansing, analysis, or process automation.
• Strong logical thinking and problem-solving abilities.
• Careful attention to detail with a commitment to accuracy and deadlines.
• Ability to take direction and respond effectively to constructive feedback.
• Excellent communication skills for collaborating across teams.
• Demonstrated initiative and perseverance in improving processes.

Nice to Have

• Experience with AI tools for data cleansing, analysis, or automation.

Qualifications

• Experience in data analytics with exposure to marketing and sales data
• Familiarity with CRM systems such as Microsoft Dynamics and Salesforce
• Proficiency in Excel and data visualization tools
• Basic knowledge of SQL

Benefits & Perks

• Paid time off and paid holidays
• Opportunities for advancement
• 401(k) retirement savings plan with a company match
• Employee-owned company and discounted stock purchase options
• Group health plan
• Employee referral bonus program
• Locations throughout US in major cities and desirable areas
• Scholarship program for children of employees
• Charitable matching gift program