Maintain and analyze sales and customer data (65%)
Capture and track sales and customer data in regular intervals (daily, weekly, monthly, quarterly, annually) to help report on progress to goals
Ensure data integrity and file optimization of frequently used data assets
Prepare accurate files for bulk-uploading records into our CRM
Manage project work with cross-functional teams using Jira
Maintain documentation of data discrepancies and special initiatives
Assist in preparing internal and external reports using tools such as Canva, Excel, PowerPoint, and Tableau
Be a ‘superuser’ of Salesforce for the RES team by creating reports and dashboards, assisting users, and finding ways to continuously improve our instance
Help build and improve Tableau dashboards to visualize customer behavior and progress to goals
Complete frequent ad-hoc data requests and collaborate on larger data projects for internal and external stakeholders
Identify opportunities for process, automation, technology, and system improvements in our data work
Support and enable Sales and Customer Success work (35%)
Prepare accurate email distribution lists with dynamic data fields to protect customer PII
Clean and analyze contact and account reports to help identify new business opportunities
Manage CRM lead queues by qualifying RFI submissions and assigning to Sales team
Generate data-heavy documents for clients as needed and help improve upon existing templates and materials
Track outreach campaigns to help connect leads and clients with sales and customer success consultants as appropriate

Requirements

Bachelor’s Degree or equivalent experience
Minimum of 3 years of related experience with business and data analysis, CRM management, and/or sales support and enablement
Experience in working with large, complex datasets to identify patterns, detect inconsistencies, and recommend optimizations
Strong analytical and problem-solving skills with a keen eye for detail
Strong organization and prioritization skills and the proven ability to move forward multiple projects in concert, both independently and as a member of the team
Advanced Excel skills required (e.g., pivot tables, vlookups, formulas)
Salesforce experience including building reports and dashboards
Ability to travel 3-5 times per year

Benefits

Annual bonuses and opportunities for merit-based raises and promotions
A mission-driven workplace where your impact matters
A team that invests in your development and success

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisCRM managementsales supportdata integrityfile optimizationdata visualizationadvanced ExcelSalesforceTableauproject management

Soft Skills

analytical skillsproblem-solving skillsorganization skillsprioritization skillsattention to detailcollaborationcommunication

Certifications

Bachelor’s Degree