Data Analyst

• The CRM Data Analyst plays a key role in ensuring data accuracy, building reports, and providing actionable insights to support all teams across the company.
• This position combines process management and analytical work to help the organization make data-driven decisions that improve efficiency, performance, and revenue outcomes.
• The role is both independent and collaborative, working closely with Sales, Marketing, Customer Success, and Executive teams to maintain data integrity and deliver strategic analysis.
• Hubspot Data Cleansing and Maintenance: Regularly audit Hubspot to ensure data accuracy, integrity, and consistency in the Sales Pipeline and account assignments.
• Cleanse data to eliminate duplicates and inaccuracies across CRM and reporting systems.
• Plunet Data Cleansing and Maintenance: Ensure data accuracy and integrity within Plunet for Customer Groups and account assignments.
• Creation of Companies in Plunet: Responsible for the creation of companies in Plunet and the requesters.
• Systems Synchronization: Oversee the synchronization of data between Hubspot and Plunet to eliminate discrepancies and ensure alignment.
• CRM Support Liaison: Providing support and ensuring smooth communication and collaboration with Hubspot Support to resolve any team-initiated queries.
• Maintain and optimize current processes, automations, and reporting.
• Monitor adoption and usage across departments for alignment and data integrity.
• Adjust and scale processes as the company's needs evolve to support growth and efficiency.
• Identify process improvement opportunities and make data-driven recommendations.
• Sales Performance Tracking: Collaborate with the Sales Operations Manager to maintain, update, and analyze reports and dashboards.
• Focus on monitoring key sales performance metrics and conversion rates.
• Utilize platforms such as HubSpot and Excel, along with other necessary tools, to build, update, and analyze reporting data.
• Translate complex data into actionable insights that can be easily understood by non-technical stakeholders.
• Collaborate with cross-functional teams to provide ad-hoc analysis and support strategic decision-making.
• Quickly address and fulfill data needs and ad-hoc requests from various departments across the organization.
• Support Revenue Operations initiatives and special projects as assigned.

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