CRM Analyst

As a CRM Analyst, you will support the day-to-day operation, optimisation, and maintenance of our HubSpot CRM, ensuring data accuracy, smooth workflows, and reliable reporting across the organisation. You will play a key role across the business, collaborating with teams company-wide to ensure our CRM processes remain efficient, reliable, and aligned with our growth goals.

This is a great opportunity for someone ambitious and curious-someone excited to learn, contribute, and develop a long-term career in Revenue Operations.

You will:

• Support the administration of our HubSpot CRM, including, property management, list creation, and workflow updates
• Maintain data quality through regular audits, clean-up initiatives, and data hygiene checks
• Assist in creating and maintaining reports and dashboards to provide visibility into performance and pipeline health
• Test, maintain, and optimise AI tools and agents to support CRM processes and business operations
• Troubleshoot CRM issues and coordinate solutions with internal teams and external partners
• Contribute to documentation of CRM processes, workflows, and best-practice guidelines
• Support the implementation of new features, small automations, and improvements to existing CRM processes
• Collaborate with cross-functional teams to gather requirements and ensure CRM processes reflect business needs
• Monitor CRM usage across teams and support training efforts to improve adoption and consistency

Do you have experience in Sales?, Do you have a Bachelor's degree?, * At least 1-2 years of experience in a CRM, RevOps, Sales Operations, or Marketing Operations role

• Bachelor's degree in Business, Marketing, or a related field
• Familiar with CRM systems; HubSpot experience is a strong advantage
• Highly organised, detail-oriented, and comfortable working with data
• An excellent communicator, able to work with both technical and non-technical stakeholders
• Curious, proactive, and eager to learn about CRM management and process optimisation
• A collaborative team player who enjoys working cross-functionally and contributing to shared goals
• Comfortable using spreadsheets (Excel/Google Sheets) for basic data analysis
• A problem-solver with a willingness to dig into issues and support continuous improvement

Moonfare delivers what few others can: the highly sought-after funds and hidden-gem investments that go beyond what most private banks offer. Every opportunity is subjected to a ruthless vetting process; the bar is unforgivingly high. The result? Institutional-quality portfolios for investors who demand more. Our team combines finance veterans with talent from tech, consulting, law and industries you'd never expect. Headquartered in Berlin, we operate from eight offices across Europe, the US and Asia. If you're ready to build what's next in private markets, let's talk., Our Values: * Our clients come first, Moonfare comes second, and we prioritise ourselves third - Client-Centric Focus. Putting clients first means creating value for them is essential. Placing Moonfare second signifies that our individual professional future at Moonfare depends on the company's commercial success. Prioritising ourselves third reflects our humility in putting clients and Moonfare before personal interests. * We pursue excellence and honor our promises - Commitment to Excellence. We hold ourselves to the highest standards, taking responsibility for our failures, and celebrating our successes. We commit to deadlines and stick to them and we learn from our mistakes. * We are here to win and to celebrate our collective achievements - Win together. We are mission-focused and think and act like owners. We exemplify the attitude we expect and each of us commits to do what it takes to succeed. * We foster personal growth but each of us earns our place as a Moonfarian through merit - Growth and Merit. We hire, retain, and develop exceptional people and invest in empowering them to excel. We must all earn our place at the table every day.