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Senior Analyst - CRM

Job Description - Senior Analyst - CRM

Description

Key Responsibilities:

  • Oversee Salesforce CRM operations, ensuring high data quality, accurate lead routing, campaign attribution, and strong governance across leads, contacts, and accounts.

  • Own and optimize marketing automation platforms (e.g., Marketo), including campaign execution, lead scoring, segmentation, and nurture programs to improve engagement and conversion.

  • Drive campaign execution and performance tracking, ensuring accurate campaign setup, attribution, and continuous improvement based on ROI and conversion metrics.

  • Establish and monitor KPIs, dashboards, and reporting frameworks to provide actionable insights on lead quality, campaign effectiveness, and sales alignment.

  • Maintain Salesforce data quality: deduplication, data standardization and appending contact and firmographic details.

  • Conduct secondary research to enrich database records with verified information.

  • Run basic Salesforce reports to support marketing campaign tracking, sales alignment, and list building.

  • Collaborate with the demand generation team to segment audiences and support email and digital marketing initiatives.

  • Identify and implement automation solutions for database management and marketing operations processes.

  • Lead, mentor, and manage the team by driving performance, accountability, and continuous skill development, while fostering a collaborative and high-performance work environment.

  • Optimize team productivity through effective workload planning, prioritization, and standardization of processes, ensuring efficient utilization of resources.

  • Ensure high-quality deliverables with strong attention to detail, enforcing quality control mechanisms, process adherence, and regular reviews to minimize errors.

  • Drive timely execution of campaigns, reporting, and operational deliverables, ensuring deadlines and SLAs are consistently met.

Required Skills and Experience:

  • 3–5+ years of experience in Salesforce, lead generation, and marketing automation, with at least 2–3 years in a team management role.

  • Proficiency in Salesforce CRM Lightning (minimum 3 years) : lead/contact management, reporting, creating dashboards, and campaign setup.

  • Hands-on experience with Marketo.

  • Strong Microsoft Excel skills, including pivot tables, lookups, and conditional formulas.

  • Excellent analytical, communication, and problem-solving abilities.

  • Highly organized with strong attention to detail and the ability to manage multiple priorities.

  • Familiarity with B2B marketing operations and sales processes desired.

Additional Expectations:

  • Serve as a first-level QA for marketing campaigns and database tasks.

  • Maintain regular communication with global stakeholders in marketing and sales.

  • Proactively seek feedback and implement improvements.

  • Build and maintain strong working relationships across functions.



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