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CRM Analyst
RELXCRM/Salesforce Analyst focusing on Salesforce enhancements and analytics for sales teams' efficiency and scalability. Collaborating with cross-functional teams to support decision-making and improve business outcomes.
Posted 5/21/2026full-timeFlorida, Kentucky, Montana, New York • 🇺🇸 United StatesMid-LevelSenior💰 $59,200 - $98,600 per yearWebsite
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Support the Sales organization with a variety of Sales Operations and CRM-related tasks, including reviewing, analyzing, and fulfilling business support requests
- Collaborate with cross-functional stakeholders to gather requirements, recommend solutions, and implement Salesforce enhancements aligned to business needs
- Design, build, and maintain Salesforce automations and process improvements, including flows, validation rules, approval processes, and other declarative tools
- Configure Salesforce to support business processes, including custom objects, fields, page layouts, record types, and security settings
- Assist with Salesforce administration activities, including user access support, territory alignment, account setup, and sales crediting requests
- Develop, maintain, and deliver standard and ad hoc reports, dashboards, and analytical insights to support decision-making and identify trends, risks, and opportunities
- Ensure data quality, accuracy, and integrity across Salesforce through monitoring, validation, and data management activities
- Support and troubleshoot day-to-day Salesforce issues, working with users to resolve problems efficiently and effectively
- Monitor system performance and existing processes to identify opportunities for optimization, scalability, and continuous improvement
- Stay current with Salesforce releases, features, and best practices; proactively recommend enhancements that improve business outcomes
- Create and maintain system, process, and technical documentation to support knowledge transfer, audit readiness, and long-term platform sustainability
- Participate in Jira-based work management using Copado, including UAT testing and, when assigned, implementing changes and promoting them through Salesforce environments
Requirements
What you’ll need- Salesforce Administrator Certification
- Hands-on experience with Salesforce administration, including automation tools such as flows, approval processes, validation rules, and process builder
- Intermediate proficiency in Microsoft Excel (e.g., PivotTables, VLOOKUP/XLOOKUP)
- Strong analytical and problem-solving skills with the ability to interpret data and provide recommendations
- Ability to manage multiple tasks and deadlines with strong attention to detail
- Effective communication skills, with the ability to explain complex information in a clear and straightforward manner
- Experience working within established procedures while exercising sound judgment and initiative
- 3+ years of experience working in a Sales Operations or CRM role with another company
- Experience supporting a sales organization in a cross-functional environment
- Advanced experience with Salesforce reporting and dashboards
- Experience supporting or integrating Salesforce with other business systems, including CPQ knowledge
- Familiarity with Tableau or other BI/analytics tools
- Experience or exposure to AI-driven solutions, Salesforce AI capabilities, and/or Agentforce
- Experience working in Agile environments using Jira and Copado for deployment and release management
Benefits
Comp & perks- Comprehensive, multi-carrier program for medical, dental and vision benefits
- 401(k) with match and an Employee Share Purchase Plan
- Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs
- Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity
- Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits
- Health Savings, Health Care, Dependent Care and Commuter Spending Accounts
- Up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforce administrationSalesforce automationSalesforce reportingSalesforce dashboardsMicrosoft Exceldata managementdata qualityanalytical insightsprocess improvementCPQ knowledge
Soft Skills
analytical skillsproblem-solving skillsattention to detaileffective communicationtime managementinitiativecollaborationcross-functional teamworkadaptabilityjudgment
Certifications
Salesforce Administrator Certification