Data

CRM Data Analyst

Looking to hire your next CRM Data Analyst? Here’s a full job description template to use as a guide.

About Vintti

At Vintti, we specialize in providing US businesses with staffing solutions that feel local. By connecting companies with Latin American professionals operating in compatible time zones, we ensure that work schedules align naturally with US business hours. This temporal harmony facilitates immediate response times, efficient project management, and a cohesive team dynamic regardless of physical location.

Description

A CRM Data Analyst is pivotal in interpreting and leveraging customer relationship management data to inform business decisions and optimize marketing strategies. This role involves analyzing vast amounts of customer data, identifying patterns, and generating insights that drive customer engagement and retention initiatives. By developing comprehensive reports and dashboards, translating data into actionable recommendations, and collaborating with diverse teams, CRM Data Analysts ensure a targeted approach to customer interactions, ultimately enhancing customer satisfaction and contributing to the company's overall success.

Requirements

- Bachelor’s degree in Data Science, Statistics, Computer Science, Business Analytics, or a related field
- Proven experience as a Data Analyst, preferably within CRM or customer insights
- Proficiency in SQL and experience with database management
- Strong knowledge of CRM systems (e.g., Salesforce, HubSpot, Microsoft Dynamics)
- Advanced skills in data visualization tools (e.g., Tableau, Power BI, Looker)
- Solid understanding of data quality management and validation techniques
- Experience with data integration and ETL processes (Extract, Transform, Load)
- Ability to interpret complex data sets and generate meaningful insights
- Proficiency in statistical analysis and familiarity with statistical software (e.g., R, Python)
- Strong analytical thinking and problem-solving skills
- Excellent communication skills and the ability to convey complex information in a clear manner
- Experience with A/B testing and familiarity with campaign performance metrics
- Detail-oriented with a commitment to data accuracy and consistency
- Strong project management skills and ability to manage multiple tasks simultaneously
- Knowledge of data privacy regulations (e.g., GDPR, CCPA) and data governance practices
- Experience collaborating with cross-functional teams, including IT, marketing, sales, and customer service
- Strong Excel skills, including advanced functions and data manipulation
- Self-motivated and proactive in staying current with industry trends and advancements
- Ability to work independently and as part of a team
- Excellent organizational and time-management skills

Responsabilities

- Collect, analyze, and interpret large datasets related to customer interactions and behaviors
- Maintain and ensure the accuracy, completeness, and consistency of CRM data
- Generate detailed reports and visualizations to support business decisions
- Develop and implement data quality checks and validation processes
- Work closely with marketing, sales, and customer service teams to understand their data needs
- Identify trends and patterns in customer data to inform strategies and optimize processes
- Monitor key performance indicators (KPIs) and provide actionable insights
- Conduct regular audits of CRM systems to identify areas for improvement
- Create and manage dashboards for real-time data visibility
- Support the integration of CRM data with other business systems and platforms
- Provide training and support for team members on CRM data-related tools and best practices
- Manage data import and export processes to ensure seamless data flow
- Troubleshoot data-related issues and provide solutions to resolve them
- Perform segmentation and targeting for marketing campaigns
- Conduct A/B testing and analyze results to measure campaign effectiveness
- Assist in the development of standardized reports and analyses for recurring needs
- Stay updated on industry trends and advancements in data analysis tools and techniques
- Collaborate with IT and data engineering teams to optimize data infrastructure
- Ensure compliance with data privacy regulations and internal data governance policies
- Contribute to the development and documentation of CRM data procedures and policies

Ideal Candidate

The ideal candidate for the CRM Data Analyst role is a highly skilled professional with a Bachelor's degree in Data Science, Statistics, Computer Science, Business Analytics, or a related field, and possesses proven experience as a Data Analyst, preferably within CRM or customer insights. They should demonstrate exceptional proficiency in SQL, database management, and CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics, alongside advanced skills in data visualization tools like Tableau, Power BI, or Looker. With a solid understanding of data quality management, validation techniques, and experience with data integration and ETL processes, the candidate excels at interpreting complex datasets to extract meaningful insights. They should have a strong foundation in statistical analysis, familiarity with statistical software like R or Python, and experience in A/B testing to measure campaign performance metrics. The candidate is a proactive problem-solver with superior analytical thinking, strong project management abilities, and a keen attention to detail, ensuring data accuracy and consistency. Their excellent communication skills enable them to convey complex information clearly and collaborate effectively with cross-functional teams, including IT, marketing, sales, and customer service. They stay current with industry trends and data analysis advancements, exhibit a customer-focused mindset, and maintain high ethical standards with a thorough understanding of data privacy regulations. With strong organizational skills, the ability to manage multiple tasks simultaneously, and a propensity for innovative thinking, the ideal candidate is a self-motivated, adaptable, and resilient team player, dedicated to continuous learning and professional development.

On a typical day, you will...

- Collect, analyze, and interpret large datasets related to customer interactions and behaviors
- Maintain and ensure the accuracy, completeness, and consistency of CRM data
- Generate detailed reports and visualizations to support business decisions
- Develop and implement data quality checks and validation processes
- Work closely with marketing, sales, and customer service teams to understand their data needs
- Identify trends and patterns in customer data to inform strategies and optimize processes
- Monitor key performance indicators (KPIs) and provide actionable insights
- Conduct regular audits of CRM systems to identify areas for improvement
- Create and manage dashboards for real-time data visibility
- Support the integration of CRM data with other business systems and platforms
- Provide training and support for team members on CRM data-related tools and best practices
- Manage data import and export processes to ensure seamless data flow
- Troubleshoot data-related issues and provide solutions to resolve them
- Perform segmentation and targeting for marketing campaigns
- Conduct A/B testing and analyze results to measure campaign effectiveness
- Assist in the development of standardized reports and analyses for recurring needs
- Stay updated on industry trends and advancements in data analysis tools and techniques
- Collaborate with IT and data engineering teams to optimize data infrastructure
- Ensure compliance with data privacy regulations and internal data governance policies
- Contribute to the development and documentation of CRM data procedures and policies.

What we are looking for

- Strong analytical mindset and data-driven decision-making approach
- Exceptional attention to detail and commitment to data accuracy
- Proactive problem-solver with strong troubleshooting skills
- Excellent communication skills, both written and verbal
- Ability to work collaboratively and communicate effectively with cross-functional teams
- Highly organized with strong project management capabilities
- Self-motivated and independent worker, with the ability to take initiative
- Adaptable and quick learner, especially with new tools and technologies
- Strong critical thinking skills and ability to work with complex datasets
- Ability to translate technical information into actionable business insights
- High degree of curiosity and a strong desire to uncover insights from data
- Strong ethical standards and understanding of data privacy implications
- Ability to thrive in a fast-paced, dynamic environment
- Customer-focused mindset and ability to understand business needs
- Strong time-management skills and ability to handle multiple priorities
- Innovative thinker, continuously seeking ways to improve data processes
- Team player with a collaborative attitude
- Resilience and persistence in overcoming challenges
- Enthusiastic about continuous learning and professional development

What you can expect (benefits)

- Competitive salary based on experience and qualifications
- Comprehensive health, dental, and vision insurance plans
- Flexible working hours and remote work options
- Generous paid time off (PTO) and holiday leave
- Retirement savings plan with company match (e.g., 401(k))
- Professional development opportunities and access to training resources
- Paid parental leave and family-friendly workplace policies
- Fitness and wellness programs, including gym membership discounts
- Employee assistance program (EAP) for mental health and wellbeing support
- Company-sponsored events and team-building activities
- Opportunities for career advancement and internal promotions
- Tuition reimbursement for continued education and certifications
- Casual dress code and a collaborative work environment
- Access to the latest data analysis tools and technologies
- Mentorship programs and leadership development initiatives
- Performance-based bonuses and incentive programs
- Commuter benefits and transportation reimbursement
- Recognition and rewards for outstanding performance
- Employee resource groups and diversity initiatives to foster inclusion
- Company-provided equipment and ergonomic workstation setup

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