CRM Analyst

We’re partnering with a well-established material handling and warehouse automation systems integrator who is looking for a data-driven CRM Analyst/Sales Coordinator to sharpen how they understand and serve their customers.

This is a focused, practical role, not a big transformation project. You’ll keep their Salesforce CRM clean and accurate, and you’ll build and automate the recurring reports and dashboards the sales, marketing, and solutions teams rely on. It’s a strong fit for someone who genuinely enjoys living in the data, is fluent in Salesforce and Power BI or Looker, and likes owning a clear, well-defined scope inside a tight-knit, low-drama culture with real remote flexibility.

Responsibilities:

• Maintain the Salesforce CRM: data hygiene, record accuracy, contact and segmentation clean-up
• Build and automate recurring reports and dashboards in Power BI or Looker
• Pull and analyze customer and sales data in Excel to answer questions from the sales and marketing teams
• Track sales and campaign performance and surface trends worth acting on
• Partner with sales, marketing, and customer success on their day-to-day reporting needs
• Handle routine CRM requests and troubleshooting

• Prior experience in CRM analysis, marketing analytics, or a closely related role
• Hands-on Salesforce experience (administration and reporting)
• Strong Excel skills
• Proven experience building and automating reports or dashboards in Power BI or Looker
• Comfortable working independently and ramping quickly in a short-term contract
• Clear communicator who can make data understandable to non-analysts
• Bonus: HubSpot, marketing automation tools, or SQL, * This is a W2 contract position. Are you able to work on a W2 basis? We are unable to consider Corp-to-Corp (C2C) or 1099 arrangements.

Experience:

• Salesforce: 1 year (Required)
• Power BI: 1 year (Preferred)

• Dental insurance
• Health insurance
• Vision insurance