CRM & Data Operations Analyst
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AI Summary
We are looking for a motivated and analytically minded CRM & Data Operations Analyst to support the ongoing evolution of our CRM, data, and operational processes.
This role is ideal for someone with some Salesforce experience who wants to broaden their skills beyond platform administration and gain exposure to data operations, automation, AI-assisted workflows, reporting, and business process improvement.
Working closely with Revenue Operations, Product, Business Intelligence, and other stakeholders, you will help improve data quality, automate manual processes, support AI-driven initiatives, and ensure our CRM ecosystem remains a trusted source of truth for the business.
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- Administer and maintain agreed CRM platforms — including Salesforce configuration, user permissions, fields, page layouts, validation rules, automations and dashboards — delivering documented platform updates, release notes and governance recommendations to the contracting party at agreed milestones.
- Monitor and maintain data quality across agreed systems, investigating discrepancies, supporting new data source onboarding and delivering structured findings and remediation recommendations grounded in the Consultant's own professional judgement.
- Build and deliver operational reports, dashboards and KPI tracking frameworks, providing data analysis and performance insights to the contracting party at agreed reporting intervals.
- Identify and assess opportunities to replace manual processes with scalable automation and AI-assisted solutions, delivering documented findings, evaluation outputs and implementation recommendations as standalone advisory outputs to the contracting party.
- Support cross-functional data and CRM requirements by translating agreed business needs into documented platform solutions and process improvement proposals, delivered to the contracting party at agreed milestones.
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1-3 years of experience in Salesforce, CRM, Revenue Operations, Data Operations, or a related field
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Certified Salesforce Platform Administrator qualification
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Strong attention to detail and analytical mindset
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Excellent communication and problem-solving skills
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Comfortable working with data and business systems
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Ability to learn new technologies and processes quickly
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Strong organizational skills and ability to manage multiple priorities
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