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Title
Text copied to clipboard!CRM Analyst
Description
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We are looking for a CRM Analyst to join our team and help us optimize our customer relationship management strategies. As a CRM Analyst, you will be responsible for analyzing customer data, identifying trends, and providing actionable insights to improve customer engagement, retention, and overall satisfaction. You will work closely with marketing, sales, and customer service teams to ensure that CRM initiatives are aligned with business goals and deliver measurable results.
The ideal candidate will have a strong analytical background, experience with CRM platforms such as Salesforce or HubSpot, and a deep understanding of customer behavior and segmentation. You should be comfortable working with large datasets, using tools like SQL, Excel, and data visualization software to uncover insights and present findings to stakeholders.
In this role, you will also be responsible for maintaining data integrity within the CRM system, developing and executing reports and dashboards, and supporting campaign management by providing targeted customer lists and performance analysis. Your work will directly impact the effectiveness of our marketing and sales efforts, helping us build stronger relationships with our customers and drive business growth.
We are looking for someone who is detail-oriented, curious, and passionate about using data to solve problems. If you enjoy working in a fast-paced environment and collaborating with cross-functional teams to drive results, we encourage you to apply.
Responsibilities
Text copied to clipboard!- Analyze customer data to identify trends and insights
- Develop and maintain CRM dashboards and reports
- Support marketing campaigns with targeted customer segmentation
- Ensure data accuracy and integrity within the CRM system
- Collaborate with sales and marketing teams to align CRM strategies
- Monitor CRM performance metrics and recommend improvements
- Provide training and support for CRM users
- Assist in the implementation of new CRM features and tools
- Conduct A/B testing and analyze campaign effectiveness
- Generate regular reports on customer engagement and retention
Requirements
Text copied to clipboard!- Bachelor’s degree in Marketing, Business, Statistics, or related field
- 2+ years of experience in CRM analysis or related role
- Proficiency in CRM platforms such as Salesforce, HubSpot, or similar
- Strong analytical skills and experience with data analysis tools
- Excellent communication and presentation skills
- Attention to detail and strong organizational skills
- Ability to work independently and in a team environment
- Experience with SQL, Excel, and data visualization tools
- Understanding of customer segmentation and lifecycle marketing
- Familiarity with data privacy regulations and best practices
Potential interview questions
Text copied to clipboard!- What CRM platforms have you worked with?
- Can you describe a project where your analysis improved CRM performance?
- How do you ensure data accuracy in a CRM system?
- What tools do you use for data analysis and reporting?
- How do you approach customer segmentation?
- Have you conducted A/B testing for CRM campaigns?
- How do you collaborate with marketing and sales teams?
- What challenges have you faced in CRM analysis and how did you overcome them?
- How do you stay updated on CRM trends and technologies?
- What metrics do you consider most important for CRM success?
