CRM Analyst

3 weeks ago


Houston, United States Creative Financial Staffing Full time

CRM Analyst
Full-Time | Direct Hire |

About the Company and Opportunity:

  • Hybrid Opportunity
  • Fantastic company culture with strong leadership
  • Full package benefits day one
  • Great work life balance

Overview of the CRM Analyst role:

  • Administration and maintenance of the CRM software, serving as a product champion.
  • Acting as the primary contact point for the CRM, including user support and interaction with the CRM vendor.
  • Overseeing data quality initiatives and onboarding new users to the CRM.
  • Developing and maintaining CRM training materials.
  • Collaborating on strategic initiatives to enhance CRM utilization and process efficiencies.
  • Working on potential integrations with other systems and troubleshooting integration issues.
  • Coordinating with the IT department on internal CRM issues.
  • Building reports in the CRM and providing analytics on CRM usage.
  • Leading CRM training for the marketing department and overseeing email marketing software.
  • Responsible for email campaign analytics and proposing A/B testing when appropriate.
  • Collaborating with the digital marketing team on other assigned tasks.

Preferred Qualifications for the CRM Analyst:

  • Bachelor's degree with 2 to 7 years of experience in a professional services environment.
  • 1 to 5 years of experience working with a CRM, preferably Microsoft Dynamics.
  • Experience with email marketing campaign software
  • Experience in developing and delivering CRM training.
  • Strong Excel skills, including pivot tables.
  • Excellent verbal and written communication skills.
  • Attention to detail and organizational skills.
  • Strong work ethic and commitment to customer service.

#INFEB2024 #CBFEB2024 #DYNAMICS #CRM
#LI-RPS2


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