Business Analyst with CRM system exp.

08 Jul 2024

Vacancy expired!

Business AnalystNYC Hybrid PositionLong Term ContractResponsibilities

  • Invested interest in data management, contact management and overall data quality as well as devising better ways to maintain data integrity
  • Dissect CRM data and produce ad-hoc reports for senior management using appropriate tools, including Excel, Pivot Tables, SQL Management Studio, Tableau, Power BI.
  • Troubleshoot issues in existing reports by reviewing data logic and making necessarily fixes either within the report logic or within the CRM data as needed
  • Serve as a CRM administrator – adding/removing users, adding lookup values in field picklists, creating new fields as needed
  • Work with developers to streamline various process automations like data management, event management, reporting and data quality checks
  • Confidently liaise with senior executives on the Fundraising and Investor Relations teams to receive, process, and organize data in a fast-paced, high accountability environment.
  • Help update the CRM system to reflect most current information ad hoc or via mass import tool
  • Provide support to Sales and Investor Relation teams with all Investor Solutions applications as well as train new users
  • Communicate effectively and proactively with the team with a true partner mentality
Qualification:
  • Bachelor’s degree with at least 3-5 years of experience working with a CRM system.
  • Basic knowledge of SQL (perform SELECT queries and basic joins)
  • Strong proficiency in all Microsoft Office Products, particularly Excel (must know VLOOKUPs and Pivot Tables)
  • Good understanding of data relationship concepts, using unique identifiers as keys
  • Self-starter and ability to work independently for data management and understanding business processes
  • Extremely organized, proactive and detail oriented.
  • Excellent written and verbal communication skills
  • Comfortable and confident interacting with senior business leaders
  • Dynamo CRM knowledge is a big plus.
  • Experience writing reports in Tableau or Power BI is a plus

  • ID: #43929944
  • State: New York New york city 10001 New york city USA
  • City: New york city
  • Salary: $0 - $0
  • Job type: Contract
  • Showed: 2022-07-08
  • Deadline: 2022-09-05
  • Category: Et cetera