CRM Analyst

Summary

Join Workleap as a CRM Analyst and leverage your HubSpot expertise to empower our marketing, sales, and CX teams. You will be instrumental in maintaining data accuracy, optimizing workflows, and supporting critical projects. This role demands a detail-oriented, collaborative individual who thrives in a fast-paced environment. You will collaborate with team leaders, ensuring CRM data integrity and providing training. Contribute to ongoing RevOps projects, including CRM migration and customer journey operationalization. Drive operational excellence and empower our revenue teams to succeed!

Requirements

• 2+ years of experience in CRM administration or a related RevOps role
• Hands-on experience with Hubspot
• Strong analytical skills and attention to detail
• Proficiency in building workflows, automations, and managing large datasets
• Ability to troubleshoot and resolve CRM-related technical issues
• Strong project management skills
• Excellent communication and collaboration abilities
• A proactive mindset with the ability to manage competing priorities

Responsibilities

• Support marketing, sales, and CX leaders in setting up tracking systems for all revenue initiatives such as campaigns, webinars, events, co-marketing, etc
• Ensure marketing initiatives are properly operationalized within the CRM for accurate ROI tracking
• Develop dashboards to monitor CRM data health and perform regular audits to resolve inaccuracies
• Collaborate with teams to address root causes, implement preventive measures, and lead deduplication efforts to ensure reliable data
• Collaborate on CRM integrations and partner with the RevOps team to enhance CRM workflows and processes for greater efficiency
• Work closely with team leaders to monitor and enforce CRM data integrity guidelines and deliver training sessions to team members on CRM processes and best practices
• Assist with ongoing RevOps projects, including CRM migration and customer journey operationalization for new business, renewals, expansions, and cross-sells
• Supporting marketing, sales, and CX teams with initiatives like webinar tracking, co-marketing campaigns, and events
• Conducting CRM data audits and resolving identified issues
• Creating dashboards to track data accuracy, initiative performance, and user compliance
• Collaborating with the RevOps team to optimize workflows and enhance system capabilities
• Training team members and resolving day-to-day CRM-related questions or issues

Preferred Qualifications

• Familiarity with the Atlassian suite (Jira, Confluence)
• Experience with CRM integrations and data migration projects