Updated: Feb 12, 2025 - The Customer Relationship Management Analyst analyzes CRM program effectiveness, detailing campaign metrics, segmentation performance, and test results to inform strategic adjustments. Coordinates lead distribution and CRM data management, ensuring sales representatives receive actionable insights. Supports ticket sales and partnership initiatives through campaign collaboration and technology enhancements, aiming to optimize performance metrics and revenue growth.


Tips for Customer Relationship Management Analyst Skills and Responsibilities on a Resume
1. CRM Analyst, Data Solutions LLC, Orlando, FL
Job Summary:
- Pull reports from customer engagement platform on a scheduled basis (daily, weekly, monthly) and perform analysis on email, mobile and in-app campaign performance
- Provide actionable insights and recommendations based on campaign results
- Develop and maintain master campaign performance tracker that will assist in establishing CRM Analyst Responsibilities
- Responsible for delivery of Enterprise Marketing CRM plan, content build, deployment, QA and optimisation for a cluster of brands and programs within the ELC portfolio
- Support the brand teams to adopt in-market campaigns to execute via CRM channels.
- In conjunction with Brands, create enterprise wide CRM activations utilising - Email, SMS, Push Notification, DM, Loyalty and Referral Schemes.
- Constantly evolve campaigns based on testing strategies, performance indicators and audience insight to ensure we're getting the most out of campaign activity and databases at every opportunity.
- Work in partnership with brands to deliver brand specific CRM activations based on brand specific briefs
- Optimise current automated journeys, mapping and analyse touch-points to drive scale and efficiency
- Find continuous methods to grow databases' (email, mobile SMS, lead gen etc.)
- Report on channel and campaign effectiveness for all in flight and new campaign builds.
- Working closely with the analytics team on measuring cross channel effectiveness and impact of campaign activity on consumer and business KPIs.
- Work closely with third parties to resolve any technical / service issues related to campaign buildsbenchmarks and monitoring ongoing campaign performance
- Collaborate with the team on analysis of campaign and program effectiveness in delivering against engagement and retention goals, including open rates, incremental product usage and win-back
- Assist in creating post-campaign review decks with data visualizations for CRM reporting to various internal teams and stakeholders
- Support ad hoc reporting requests
Skills on Resume:
- Campaign Performance Analysis (Hard Skills)
- CRM Plan Delivery (Hard Skills)
- CRM Channel Activation (Hard Skills)
- Campaign Optimization (Hard Skills)
- Database Growth Strategies (Hard Skills)
- Cross-Channel Effectiveness Measurement (Hard Skills)
- Stakeholder Collaboration (Soft Skills)
- Technical Issue Resolution (Hard Skills)
2. CRM Analyst, Market Insights Inc., Dallas, TX
Job Summary:
- Provide high-quality support and customer service to internal customers through effective communication (via issue tracking system, phone, e-mail, and chat) and efficient troubleshooting.
- Work and provide support with working hours aligned with the EMEA time zone.
- Address incidents, issues, and questions within established SLA’s.
- Coordination of efficient hand-off and disposition of incidents and issues both internally within the Support Team and with other cross-functional partners such as IT.
- Provide quarter-end support through critical close processing period.
- As a subject matter expert, author and edit knowledge articles available to internal users.
- Ensure close alignment through partnership and collaboration with the business analysts, sustaining engineering and IT development teams around planned system enhancements and updates.
- Participate in design and architecture sessions with users, internal business & technical teams.
- Analyze and proactively identify and help address trends in incidents and issues.
- Develop and publish support KPI’s & performance metrics.
- Work cooperatively and collaboratively with all departments to accomplish goals.
- Maintain a positive attitude that promotes team work within the company
- Effectively manage and solve complex problems
- Efficient in developing and deploying workflows and triggers.
- Efficient in developing dashboards and reports in CRM
Skills on Resume:
- Customer Support Excellence (Hard Skills)
- SLA Compliance (Hard Skills)
- Incident Coordination (Hard Skills)
- Knowledge Management (Hard Skills)
- System Enhancement Collaboration (Hard Skills)
- Problem Analysis (Hard Skills)
- Team Collaboration (Soft Skills)
- CRM Reporting (Hard Skills)
3. CRM Analyst, Tech Innovate, Denver, CO
Job Summary:
- Develop, run and distribute Business Intelligence Reports.
- Manage catalog, direct mail and analytic reporting and production schedules.
- Interpret business requests into actionable analytics.
- Provide marketing analytics and productivity reporting for multi-channel direct marketing campaigns and customer key performance indicators.
- Work with outside database vendors to ensure the accuracy and integrity of the customer data, along with managing deadlines.
- Review and audit all reports and analysis prior to distribution.
- Being a key influencer by understanding and developing customer analysis solutions and applying to business challenges
- Leading fast paced projects and be comfortable with communicating key findings to senior stakeholders across the business
- Using insights to develop audience selections for email activity across the business, ready for use by marketing teams in their campaigns.
- Understanding results and optimise audience selections
- Seeking opportunities to improve performance and knowledge, demonstrate impact of innovation and year on year improvements
- Building a strong understanding of the customer, market and business strategy
- Track A/B testing results and provide recommendations for further tests and campaign optimizations
- Monitor email and mobile list health by tracking unsubscribes, complaints, and uninstalls on a regular basis
Skills on Resume:
- Business Intelligence Reporting (Hard Skills)
- Multi-Channel Analytics Management (Hard Skills)
- Customer Data Integrity Oversight (Hard Skills)
- Report Auditing (Hard Skills)
- Influential Communication (Soft Skills)
- Audience Selection Development (Hard Skills)
- A/B Testing Analysis (Hard Skills)
- Performance Improvement Initiatives (Soft Skills)
4. CRM Analyst, Consumer Analytics Co., Atlanta, GA
Job Summary:
- Manage bulk import, exports, and updates of data through data loader and other tools to CRM platforms
- Manage ongoing data integrity and data authentication
- Assist with creating import files and templates
- Periodically run reports to identify outdated or missing information and perform record updates
- Assist with data migration from other systems
- Work with management to identify new and creative opportunities to leverage the database to support additional business processes or functions
- Establish a deep understanding of business logic and custom workflows implemented within the organization
- Perform manual record updates and manage deduplication process
- Assist in maintaining proper documentation, procedures, and policies for all platforms to ensure data integrity
- Communicate status of current projects to the team to ensure key milestones are achieved within firm-wide processes
- Develop and maintain customized report types, reports, and dashboards
- Work with management to establish and implement best practices, system maintenance, and security improvements
- Stay current with CRM releases and corresponding documentation and provides new functionalities and solutions
Skills on Resume:
- Data Import and Export Management (Hard Skills)
- Data Integrity Management (Hard Skills)
- Report Generation (Hard Skills)
- Data Migration Assistance (Hard Skills)
- Business Process Analysis (Hard Skills)
- Documentation and Policy Maintenance (Hard Skills)
- Project Communication (Soft Skills)
- CRM System Customization (Hard Skills)
5. CRM Analyst, Growth Strategies Ltd., Seattle, WA
Job Summary:
- Understand and master the different database structure and organization
- Define the data collection methodology and process according to client recruitment strategy and channel specification
- Provide operational insight the unique client identity and omni-channel strategy
- Enhance the storage and usage rules for the data security
- Regular data cleansing and audit to ensure the database in good quality
- Provide client analysis and insight to Marketing and Retail teams in order to support the business growth
- Build sophisticated models to produce high quality client profiling and segmentation analysis
- Coordinate with HQ and generate reporting to central team
- Provide data support and ad-hoc report service to local boutiques
- Support on major data projects, e.g. databank, external data partnership
- Data support to CRM activities and campaigns
- Leverage a wide range of data sources to support all CRM campaigns, E-CRM, client event RSVP, etc.
- Support any client research and analysis from all departments
Skills on Resume:
- Database Structure Mastery (Hard Skills)
- Data Collection Methodology (Hard Skills)
- Operational Insight Provision (Soft Skills)
- Data Security Enhancement (Hard Skills)
- Data Cleansing and Auditing (Hard Skills)
- Client Analysis and Profiling (Hard Skills)
- Ad-Hoc Reporting (Hard Skills)
- Cross-Departmental Support (Soft Skills)
6. CRM Analyst, Optimal Dynamics, Boston, MA
Job Summary:
- Lifecycle mapping each touchpoint on the app/website.
- Build automated and ad-hoc campaigns from scratch with a focus on personalization and customization for a multitude of client bases.
- Collaborate with other marketing team leads to ensure company-level and personalized messages reach PointsBet customers.
- Multi-task across multiple projects and marketing campaigns, using existing tools and communication skills to manage project information and deliverables.
- Outbound communications KPIs (what are tracking to continuously improve the Customer Experience for users).
- Provide analysis into all CRM campaigns, allowing senior leaders to quickly understand what works and what needs to be improved on.
- Share membership metrics and status quo of KPIs against targets
- Customer database segmentation and analysis
- Share activations reflection/insights/ learnings for continuous improvement
- Generate customer insights through behavior analysis
- Consumer purchases analysis, identification of opportunities to enhance customer lifetime value
- Design communication and experience A/B testing that turns into meaningful decisions
- Define loyalty program growth points
- Lead loyal digital traffic reporting and analytics
- Work in close collaboration with Membership, Media & eCOM teams
Skills on Resume:
- Lifecycle Mapping (Hard Skills)
- Campaign Development (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Project Multitasking (Soft Skills)
- CRM Campaign Analysis (Hard Skills)
- Database Segmentation (Hard Skills)
- A/B Testing Design (Hard Skills)
- Digital Traffic Analysis (Hard Skills)
7. CRM Analyst, Visionary Tech Solutions, San Diego, CA
Job Summary:
- Review and manage sales field intakes through the Intake app/CRM, and partner with Digital and Technology and L2 on fixes, case trending, priority
- Support the CRM Associate Manager and Planner with overall data sales management (integrity, cleanliness, and accuracy of CRM data)
- Own the User Provisioning process and work with teams to set up job code changes, teams associations, Security, purges, Organizational Units, and auto-provisioning
- Supports business and sales teams reoccurring business reporting requirements (ie. NPS, dashboards, customer, contract, quarterly business reviews etc.)
- Develop reports, dashboards and processes to continuously monitor data quality and integrity, working collaboratively with all CRM users and business units
- Partner with the Reporting COE to provide centralized, actionable insights and data visualizations, utilizing PowerBI/Qlikview/CRM and market data
- Identify, interpret, and deliver data driven insights, trends, behavior and performance metrics
- CRM Configuration
- Manage and execute business configuration of the system by creating: Business Process flows, Option set management and governance, Queue creation, Line of Business settings, Business Rules, Appropriate App Edits, and User Provisioning Rules.
- Partner with Business Teams and Marketing to develop and execute key CRM campaigns
- Manage the “Relationship Builder” (Dynamics 365 Marketing Module) content by creating Customer Segments, Marketing Lists, Customer Journeys, Events, Campaigns, Marketing Emails, and Templates in partnership with Marketing and Business Teams
Skills on Resume:
- CRM Data Management (Hard Skills)
- User Provisioning Management (Hard Skills)
- Business Reporting Development (Hard Skills)
- Data Quality Monitoring (Hard Skills)
- Data Visualization Partnership (Hard Skills)
- CRM Configuration (Hard Skills)
- CRM Campaign Management (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
8. CRM Analyst, Quantum Market Research, Phoenix, AZ
Job Summary:
- Join Sales & Marketing team in the role of CRM Analyst.
- Support the Digital, CRM and Social Media teams with all data and analytics requirements across daily, weekly, monthly and periodic reporting.
- Analysing data and providing insight across all digital campaigns
- Developing and managing visual analytic data sources and providing extensive analytics across all digital programmes and campaigns
- Ensuring all data driven processes are adhered to and that the data is accurate and on time
- Identifying issues and opportunities within the data to provide opportunities to the wider Sales & Marketing team
- Supporting the development of digital KPIs
- Attending meetings as required to provide data insight and real-time analytics / reporting / dashboard execution
- Working closely with other digital analysts, yield and data insights teams to ensure a consistent and joined up approach to reporting
- Gather data from various sources and lead data quality monitoring processes
- Recognise growth opportunities by taking part in commercial operations
- Conduct ad-hoc customer analyses in an assigned area
- Define customer needs to create reports
- Follow-up with customers on a regular basis
Skills on Resume:
- CRM Data Support (Hard Skills)
- Digital Campaign Analysis (Hard Skills)
- Visual Analytics Development (Hard Skills)
- Data Integrity Assurance (Hard Skills)
- Digital KPI Development (Hard Skills)
- Data-Driven Decision Support (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Customer Needs Analysis (Hard Skills)
9. CRM Analyst, Strategic Enterprises, Minneapolis, MN
Job Summary:
- CRM KPIs monitoring, monthly reporting & performance analysis
- Campaigns monitoring, reporting & performance analysis (ad hoc and automated)
- Automated / Triggered Campaigns proposals and implementation coordination
- Loyalty programs monitoring, monthly reporting & performance analysis
- Loyalty programs competition monitoring
- Activations daily reporting (offline, online, digital)
- Budget / Estimates coordination support to the E-commerce Manager
- Responsible for operational processes such as Purchase Orders issuing for CRM
- E-commerce and Digital KPIS monthly reporting & performance analysis
- Loyalty schemes in e-commerce sites consulting for implementation
- Ippos monitoring & improvements regarding loyalty programs
- Ensure proper database flow in collaboration with IT department for loyalty data and campaigns
- Continuous further development of the analysis of leads and customers for the European markets.
- Analysis of all relevant performance KPIs in CRM (e.g. email marketing, automated journeys and outbound outreaches, lead quality) as well as deriving data-based recommendations for action.
- Working along with Marketing, Sales Strategy and Customer Service on analysis standards, KPI frameworks and best practices.
- Optimization of lead data generation and analysis along the e-mail marketing and CRM tools used as well as continuous assurance of data quality standards.
- Being part of Salesfoce training and career mentoring program
Skills on Resume:
- CRM KPI Monitoring (Hard Skills)
- Campaign Performance Analysis (Hard Skills)
- Loyalty Program Analysis (Hard Skills)
- Budget Coordination Support (Hard Skills)
- Database Management Collaboration (Hard Skills)
- Marketing Data Analysis (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Salesforce Training Participation (Hard Skills)
10. CRM Analyst, Insight Partners LLC, Miami, FL
Job Summary:
- Coordination and execution of email, SMS, and app push marketing campaigns, including development, implementation, analysis, and reporting
- Collaborate with brand marketing teams to build strategies to improve KPIs around email, SMS, and push notifications
- Lead strategic planning process for Email, App Messaging, and SMS channels in partnership with stakeholders from Brand, Digital Marketing, and eComm teams.
- Develop strategies to increase the subscriber lists for email and SMS, and increase the number of people opted in to receive push notifications through apps
- Stay up to speed with laws and policies (i.e. CAN-SPAM) as well as technology advances to optimize campaigns
- Continually improve the email & mobile marketing programs with A/B testing
- Support development and enhancement on contact strategies
- Work closely with eCommerce, Brand, and digital marketing experts to lead development of strategic month to month plans for email, app-messaging, and SMS marketing comms.
- Build, assess the quality of, and work with stakeholders to finalize marketing communications for email, app, and SMS messaging.
- Propose ideas for better ways for activating customers and meeting product sales goals by leveraging the email, app-messaging, and SMS channels in new and creative ways.
- Contribute to an advanced and evolving CRM strategy in working with the CRM Manager and wider CRM team.
Skills on Resume:
- Campaign Execution (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Strategic Planning (Hard Skills)
- List Building Strategies (Hard Skills)
- Regulatory Compliance Knowledge (Hard Skills)
- A/B Testing (Hard Skills)
- Contact Strategy Enhancement (Hard Skills)
- CRM Strategy Contribution (Hard Skills)
11. CRM Analyst, Pinnacle Data Corp, Charlotte, NC
Job Summary:
- Prioritizes and executes initiatives in coordination with Tech Advisory that supports a group of products related to a business line
- Maintains and supports communities of practice of a particular business line as it relates to technology.
- Facilitates/Leads learning labs as requested by users where the request spans multiple disciplines or products
- Resolves escalations that span multiple products and collaborates with JLLT stakeholders through resolution
- Maintains in-depth expertise of supported business line and suite of products, including core functionality, product roadmap, delivery POCs, release cycles, UAT testing protocols (product dependent), outage and communication protocols, engineering and change management touchpoints/hand-offs, and case queue workflows
- Translates business requirements/feedback through the enhancement/defect process for technical team members informing the product delivery process
- Creates, monitors, and maintains benchmarking statistics across a portfolio of products to surface case volume trends, data integrity issues, escalation resolution effectiveness, customer satisfaction/sentiment and product adoption
- Works collaboratively with specific product specialists to surface thematic feedback that cross products for specialists to incorporate into bi-weekly meetings with Product Managers.
- Ensure standardized, central, and comprehensive documentation of issues/resolutions to ensure a consistent experience for end users cross-product
Skills on Resume:
- Initiative Coordination (Soft Skills)
- Community of Practice Support (Hard Skills)
- Learning Lab Facilitation (Soft Skills)
- Issue Escalation Resolution (Hard Skills)
- Business Line Expertise (Hard Skills)
- Requirement Translation (Hard Skills)
- Benchmarking Analysis (Hard Skills)
- Documentation Standardization (Hard Skills)
12. CRM Analyst, Nexus Analytics Group, St. Louis, MO
Job Summary:
- Partner with D365 team to triage incoming requests, resolving where possible, working with development resources where necessary and insuring proper resolution
- Develop and maintain training materials and user documentation.
- Lead regular workshops on key business processes, demonstrating proper execution, listening for opportunities to improve and developing strong relationships withbusiness partners
- Support data quality, cleansing & integration initiatives. Identify opportunities to implement rules and/or processes to ensure quality data.
- Define data integration specification, including data maps and duplication rules for data file imports
- Work with marketing and sales teams to define, develop & support automated marketing campaigns using D365 Marketing
- Collaborate with business partners and D365 team members to develop processes for things like CRM Analyst Responsibilites
- Deliver customer insights and make recommendations for future promotions & initiatives by performing data analysis and post activity/campaign evaluations
- Responsible for identifying different customer profiles and key trends and factors influencing customer behaviour (be it shopping, engagement or HN brand loyalty)
- Provide insightful analytics to answer key business questions
- Provide meaningful customer data to support store planning and manage ongoing review of store performance at customer level
- Measure, analyse, and report performance metrics relating to Harvey Nichols’ loyalty program
- Conduct assessment of specific loyalty program performance, such as benefit redemption and cash rewards according to their efficiency and profitability
- Develop customer models to predict customer response rate, customer frequency rate, customer life-time value (LTV), etc.
- Initiation of any analysis that can generate customer insight or operational projects to add value to the customer relationship
- Provide timely and accurate monthly reporting of KPI
Skills on Resume:
- D365 Request Triage (Hard Skills)
- Training Material Development (Hard Skills)
- Workshop Facilitation (Soft Skills)
- Data Quality Management (Hard Skills)
- Automated Campaign Development (Hard Skills)
- CRM Process Development (Hard Skills)
- Customer Insight Analysis (Hard Skills)
- KPI Reporting (Hard Skills)
13. CRM Analyst, Synergy Systems, Philadelphia, PA
Job Summary:
- Identifies Direct Marketing’s data needs and works with the IT Department and/or 3rd-party sources to prioritize development and deliverable timelines
- Manages customer data platform/CRM development projects with 3rd party database partners.
- Ensures data integrity of customer records in the customer data platform
- Improves operating and production efficiencies of the Direct Marketing Department martech systems
- Responsible for the accuracy and timely delivery of data for promotional and other processing activities
- Work with data scientists to develop and implement models across marketing channels.
- Directs analyses to provide customer insights for management and other internal constituencies.
- Ensures analysis of promotions/customer behaviors are relevant and enable strategic resource prioritization and investment decisions
- Participates in the development of customer contact strategies to enhance sales growth and profitability
- Performs other functions as assigned by managementcounts, cre
- upport execution of communication by providing data lists and driving up-sell, cross-sell and retention through data modelling
- Help refine life-cycle campaigns including customer segmentation, life-time valuation and predictive modelling
- Undertake analysis of customer data (e.g. loyalty scheme, App and Wifi data) to conclude on customer behaviour hypotheses and impact of new projects
- Work alongside the CRM & Loyalty team to develop the customer data and analytics roadmap, ongoingly optimising CRM architecture and data flow within Harvey Nicholsreassigning ac
Skills on Resume:
- Data Needs Identification (Hard Skills)
- CRM Development Management (Hard Skills)
- Data Integrity Assurance (Hard Skills)
- Martech System Optimization (Hard Skills)
- Predictive Modeling Implementation (Hard Skills)
- Customer Insight Analysis (Hard Skills)
- Strategic Planning Participation (Soft Skills)
- CRM Data Analysis (Hard Skills)
14. CRM Analyst, Benchmark Tech, Tampa, FL
Job Summary:
- Responsible for structuring and logging network-related data while maintaining the integrity and performance of the organization's relational database
- Map new and existing integrations, automations, and system plug-ins
- Supervise and track any modifications to existing database structure
- Inform team members of changes for users in the database
- Maintain the integrity and performance of the database
- Diagnose and troubleshoot database errors
- Install, upgrade, and manage database applications and integrations (Zapier, TypeForm, Google Suite, Lever, etc.)
- Stay abreast of systems updates or new features and develop processes for optimising database use and efficiency
- Evaluate, recommend, and implement emerging database technologies
- Set and maintain database standards (naming conventions, mandatory fields, etc.) while regularly reviewing and updating standardised selection fields so thatinformational data stays current and concise
- Follow up with team members regularly to ensure data integrity
- Work closely withProduct Operations & Insights team to create and manage database reports, visualisations, and dashboards
- Set automations for repeating database tasks
- Offer support to team members and be available for database-related assistance
- Participate in strategic and operational planning for the Network function
- Understand programme and site team workflows, offering database-related solutions and support
Skills on Resume:
- Database Integrity Management (Hard Skills)
- System Integration Mapping (Hard Skills)
- Database Troubleshooting (Hard Skills)
- Database Application Management (Hard Skills)
- Emerging Technology Evaluation (Hard Skills)
- Database Standards Enforcement (Hard Skills)
- Strategic Planning Participation (Soft Skills)
- Operational Support Provision (Soft Skills)
15. CRM Analyst, Fusion Analytics, Salt Lake City, UT
Job Summary:
- Identify new process improvement opportunities and actively develop new methods and tools to present the results of analytical investigations.
- Support the commercial team in the development of specific analytical tools to drive strategic initiatives.
- Conduct analysis of pipeline trends, closed business, sales activities and sales opportunities
- Develop and operate a monthly forecasting tool based on secured projects, start dates and project turnover, which can be used as a basis for Supply Chain / Manufacturing capacity demand
- Develop and operate dedicated data analysis tools designed to identify and prioritise opportunities
- Segment the market and refine and develop the existing pipeline in Salesforce by defining targets for Demand Generation based on the visible project pipeline, historical track record and prior history of specification status and project wins
- Coordinate the collection of market intelligence and support the regional demand generation activities by reporting on behaviours and activities related to all identified priority target accounts and projects to regional and central management
- Design and complete comprehensive CRM data reports to assist the Regional Account Managers in making good business decisions by prioritising activities
- Maximise user’s consumption of sales reports and dashboards from CRM
- Conduct CRM data reviews to identify areas for improvement, errors in data entry, duplication, and problems in usability
- Maintain clean data within CRM and ensures data is up to date on major opportunities
- Conduct training for all commercial departments in order to synchronize CRM processes supported by standard operating procedures
- Monitor KPI and KAI activity of all Account Managers and Customer Service department using standardised Salesforce reports and creates corrective action plans
- Demonstrate and formalise a clear understanding of market segmentation and sizing by analysing several sources of information in order to inform the wider business
- Identify and track market drivers and trends based on the evolution of the airline & catering industry and knowledge of direct and indirect competitors.
Skills on Resume:
- Process Improvement Identification (Hard Skills)
- Analytical Tool Development (Hard Skills)
- Sales Pipeline Analysis (Hard Skills)
- CRM Data Management (Hard Skills)
- Market Intelligence Coordination (Hard Skills)
- CRM Training Development (Hard Skills)
- Performance Monitoring (Hard Skills)
- Market Trend Analysis (Hard Skills)
16. CRM Analyst, Vertex Solutions, Indianapolis, IN
Job Summary:
- Help to define, measure and report upon business critical KPI’s around the Salesforce CRM System.
- Define, Build, Maintain and support / train users on all core CRM related reporting requirements and dashboards, from senior management down to individual users.
- Use data analysis from a range of data sources to identify and drive continuous business improvements.
- Support the CRM Product owner, IT and external service providers in the identification, definition, requirements / user story development, testing and implementation of CRM related system and process changes.
- Be the subject matter expert (SME) for all things Salesforce reporting.
- Use data from various sources to create data insight, meaningful analysis, data visualisation and actionable insights.
- Help to support demand forecasting, business planning and ‘what if’ scenario planning through data and insight.
- Undertaking customer segmentation, profitability and trend analysis to help understand customer wants and needs, identify specific segments and help to identify opportunities for the business.
- Identification and integration of external data sources to help support insight, market understanding and commercial opportunity
- Recommend potential strategies, methods, technologies, and other resources that sites and programmes could use to strengthen their work and its impact
- Support users and all organisational operations in the database.ating marketing cam
- paigns and converting sales into active accounts
- Work with business partners in Operations, Marketing, Sales and other teams to understand their needs and determine how D365 can assist in achieving their goals
- Work with internal teams to identify larger-scale system changes, gather requirements and work with external and/or internal technical resources to implement changes
- Participate in the analysis and design of any necessary modification, work closely with D365 team on development, testing and implementation of the necessary modification
- Document requirements and processes, develop test plans, test execution and track results
Skills on Resume:
- Salesforce CRM Reporting (Hard Skills)
- Data Analysis Integration (Hard Skills)
- CRM System Management (Hard Skills)
- Subject Matter Expertise in Salesforce (Hard Skills)
- Strategic Business Forecasting (Hard Skills)
- Customer Segmentation Analysis (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Process Documentation and Testing (Hard Skills)
17. CRM Analyst, Pulse Market Insights, Portland, OR
Job Summary:
- Actively provide actionable recommendations to improve both branded and private label performance at the customer level
- Collaborate with Sauer Brands Away From Home sales team to identify key opportunities with their customers
- Serve as administrator for Sauer Brands Customer Relationship Management software for both Retail and Away From Home business
- Build and maintain profitable relationships with current and prospective customers
- Analyze and make recommendations on assortment mix with each customer
- Create sales campaigns across multiple customers, channels, segments and product groups that align to a single strategy
- Continuously assess product gaps within key customers and identify new distribution ad new product opportunities
- Review time and process to close potential new business and work to improve internal mechanics for future bids
- Fulfill marketing needs for customer sales calls
- Stay current on D365 technologies, seek training where necessary and guide the organization through changes in the D365 platform
- Map route to market channels and flows to include value chain players (indirect customer base)
- Take responsibility for creating reports and dashboards which will communicate CRM marketing activity to the wider business on a monthly basis
- Take an active role in working with the CRM Marketing Manager and the Ecommerce and Digital Marketing manager to develop a business plan for the development of predictive models for customer behaviour, and implement customer engagement strategies around these models.
- Gaining a deeper understanding of customers using customer and sales data to develop and refine a CRM contact strategy to improvecommunication and product offering to them.
Skills on Resume:
- CRM Administration (Hard Skills)
- Sales Opportunity Identification (Hard Skills)
- Customer Relationship Building (Soft Skills)
- Sales Campaign Creation (Hard Skills)
- Market Analysis (Hard Skills)
- D365 Platform Management (Hard Skills)
- Strategic Business Reporting (Hard Skills)
- CRM Strategy Development (Hard Skills)
18. CRM Analyst, Catalyst Technologies, Nashville, TN
Job Summary:
- Perform in-depth analysis of user journey and purchase behaviour to provide actionable insights across the business and deliver relevant content and campaigns to customers
- Using website data and metrics to analyse the user journey, advise on website optimisation and personalisation tests to help maximise conversion rates
- Identifying customer segmentation to provide optimization of Web/CRM activities
- Undertake spontaneous initiation of any analysis that can generate additional customer insight for marketing projects to add value to the customer relationship
- Provide timely and accurate weekly and monthly reporting of KPIs
- Work with cross functional teams to develop and execute campaigns that optimize customer loyalty and lifetime value
- Measure, analyse, and report performance metrics pertaining to the organizations’ loyalty program
- Provide support for the development of customer segmentation studies
- Develop and own customer models to forecast customer response rates, sales and life-time value
- Drive long-term business growth by working with cross functional teams to develop the customer lifecycle programmes, including customer acquisition, optimizing contact strategies, and building loyalty
- Identify, recommend, and implement quality and efficient improvements to customer processes
- Implement additional data touchpoint capture from multiple sources (e.g. Facebook, log files, 3rd party mobile app data)
- Influence the performance of numerous digital marketing channels
- Report back on segmentation performance, review the impact of campaign success and suggest future improvements
Skills on Resume:
- User Journey Analysis (Hard Skills)
- Website Optimization (Hard Skills)
- Customer Segmentation (Hard Skills)
- KPI Reporting (Hard Skills)
- Campaign Execution (Hard Skills)
- Loyalty Program Analysis (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Process Improvement Implementation (Hard Skills)
19. CRM Analyst, Dynamic Data Services, Cleveland, OH
Job Summary:
- Assist in the creation and implementation of all promotional offerings.
- Stay up-to-date with the sports calendar, preparing weeks in advance to make sure promotions are set ahead of the event.
- Assist in updating website & app to guarantee that most current offers are featured.
- Updating promo page, site menu, promotional banners, and more.
- Assist in planning, building, executing, and analyzing CRM campaigns across Email, PUSH, and SMS.
- Daily sweep of all competitor sportsbooks to help shape promotional strategy
- Collaborate with other marketing team leads to ensure company-level and personalized messages reach customers
- Measure and report on offers/promotions, including free bets, deposit bonuses, and seasonal promotions to drive KPIs
- Understand various player profiles in the sportsbook customer base, based on behaviors, and further company understanding on key drivers
- Provide opportunity size and other analysis into major promotional events to help the team capitalize on major sporting events (i.e. the Super Bowl, World Series, Masters, etc.)
- Produce creative briefs and collaborate with copywriters, graphic designers, and video teams for website banners and video creation.
- Tracking of most important indicators (deliverability, open rate, click rate, conversions).
- A/B testing campaigns and provides recommendations.
- Complete custom analyses on CRM-related topics.
- Identifying opportunities and develop a strategy which will drive value through customer base and increase the longevity of customer relationships through identification and use of data and insight sources from the business that should be used across channels, bringing together online and offline (including but not limited to SAP, Salesforce and Dotdigital).
Skills on Resume:
- Promotional Campaign Implementation (Hard Skills)
- Sports Market Analysis (Hard Skills)
- Website Content Management (Hard Skills)
- CRM Campaign Analytics (Hard Skills)
- Cross-Channel Marketing (Hard Skills)
- Creative Collaboration (Soft Skills)
- Strategic Analysis (Hard Skills)
- Data-Driven Strategy Development (Hard Skills)
20. CRM Analyst, Horizon Tech Solutions, Las Vegas, NV
Job Summary:
- Daily/Weekly/Monthly reporting for Email Marketing activities, automated programs, and promotional activities.
- Report and analyze campaign results, drive insights and recommendations and communicate them clearly.
- Work toward a stronger ROI in all campaign initiatives and ensure continuous optimization.
- Ad hoc reporting and analysis
- And think of innovative ways to target, retain, and increase the value of clients.
- Ownership of reporting templates and processes for increased efficiency.
- Support the team in the data cleaning project and help in improving data accuracy.
- Referral program to be implemented, briefed and analyzed to optimize it to the highest standard.
- Keep abreast of market and competition activities, feedback to the team, and generate ideas.
- Manage the newsletter process daily: reviewing, scheduling, sending.
- Ensure outgoing emails, mobile notifications, and homepage communications are aligned with Marketing Planning.
- Execute Marketing Campaigns via several CRM tools (Emails, push notifications, app messages, SMS).
- Monitor communication deliverability using spam monitoring tools.
- Automate personalized marketing campaigns via email, push notification, and app messages.
- Launch promotions targeted to multiple customer groups on the company’s websites and apps.
Skills on Resume:
- Email Marketing Reporting (Hard Skills)
- Campaign Data Analysis (Hard Skills)
- ROI Optimization (Hard Skills)
- Process Management (Hard Skills)
- Data Accuracy Improvement (Hard Skills)
- Marketing Campaign Execution (Hard Skills)
- Innovative Strategy Development (Soft Skills)
- Market Trend Monitoring (Soft Skills)
21. CRM Analyst, Premier Analytics Co., Milwaukee, WI
Job Summary:
- Serve as a strategic partner and key support resource to the company
- Collaborate with E-Commerce and Marketing stakeholders
- Understand business and campaign objectives, KPIs, testing opportunities, and reporting needs
- Be a power user of all CRM and Marketing related internal data systems
- Analyze data from disparate systems, decipher relevant business impacts and provide action-oriented recommendations
- Develop and maintain ongoing analysis reports and dashboards, merging data from various sources
- Study and model customer purchase and demographic data to develop complete segmentation profiles
- Research, build, and analyze targeted audiences for marketing initiatives, along with integrating appropriate personalization opportunities
- Analyze and report on the effectiveness and attribution of marketing campaigns, digital channels, customer segments, targeted initiatives, and discount offers
- Design and execute A/B and multivariate tests to optimize the customer experience and maximize sales and engagement
- Present findings to all levels of leadership in a form that is clear, concise, and easily understandable
- Ensure validity of all data loaded into data systems by establishing appropriate business rules, metrics, and validation criteria
- Working closely with the first-line managers and business directors to assist in the design and implementation
- Accountability for configuration of the solutions according to business needs.
- Design and implement SalesForce Effectiveness plans
- Share SalesForce best practices across EMEA
Skills on Resume:
- CRM System Mastery (Hard Skills)
- Data Analysis (Hard Skills)
- Segmentation Modeling (Hard Skills)
- Audience Targeting (Hard Skills)
- Campaign Effectiveness Reporting (Hard Skills)
- A/B Testing Execution (Hard Skills)
- Stakeholder Collaboration (Soft Skills)
- Strategic Communication (Soft Skills)
22. CRM Database & Program Analyst, Edge Marketing Solutions, Omaha, NE
Job Summary:
- Campaign data strategies, building and executing campaigns through a campaign management tool
- Understanding database structures, and working with internal and external resources
- Maintain the integrity and usability of the database, campaign reporting and analysis through multiple reporting tools
- Measure activity from campaign execution through email and website clickstream behavior and sales results
- An overall analysis of CRM programs including identification of key success drivers.
- Involved in the development of program strategies to ensure synergies between sales and aftersales
- Managing data hierarchy and processes for pilots and program roll-outs.
- Support Marketing Department data analysis and reporting, maintaining a dashboard for reporting KPIs and ensuring KPIs and learnings are incorporated into vehicle launch and sustainment plans.
- Generates various customer segmentation reports using demographics, profitability, single vs. multiple ownerships, etc.
- Focused and targeted marketing and advertising initiatives to be planned and implemented accordingly.
- Coordinates with other departments to establish business rules for producing consistency in reporting.
- Creates ad-hoc reports as requested by CRM Team and other Business Units so related studies and analysis can be done on time, efficiently, and effectively.
- Analyze campaign and program results to identify incremental opportunities.
- Proposes ideas for campaigns and identifies potential customers based on consumer engagement trends and market research reports to tailor marketing strategies and ensure they are designed and implemented to be most effective.
Skills on Resume:
- Campaign Management Tool Proficiency (Hard Skills)
- Database Management (Hard Skills)
- Campaign Analysis (Hard Skills)
- CRM Program Analysis (Hard Skills)
- Data Reporting Coordination (Hard Skills)
- Strategic Marketing Development (Hard Skills)
- Cross-Departmental Coordination (Soft Skills)
- Market Trend Analysis (Hard Skills)
23. CRM Analyst, Spectrum Data Analysis, New Orleans, LA
Job Summary:
- Coordinate and manage service reporting deliverables from internal and external partners, complete internal audits, report finalization, and distribution to MMNA partners.
- Coordinate report generation against CRM KPIs.
- Function as data systems/platform expert for the department.
- Develops and translates CRM’s data protocols and processes.
- Develops individual campaign data processing instructions and obtains approval from CRM Management.
- Builds campaigns within SDL and Social Platforms or equivalent campaign management tools.
- Establishes up-front testing plan and analyzes results upon campaign completion.
- Act as department liaison with other departments to jointly develop projects central to achieving corporate, data retention, and data mining objectives.
- Responsible for data integrity and directing all data hygiene processes.
- Develop and maintain processes that ensure accurate data in multiple databases and systems.
- Identify and control data duplicates and coordinate with IT for proper synchronization within the system when doing analysis.
- Support data migration, ingestion, and integration from external resources within CRM’s ODS and Campaign Management data environments acting as project owner and providing end-to-end implementation planning.
- Function as data systems/platform expert for the department.
- Translation of business issues into data mining analysis and output with clear deliverables to support operations in resolving issues and meeting business targets on time.
Skills on Resume:
- Service Reporting Coordination (Hard Skills)
- CRM KPI Reporting (Hard Skills)
- Data Systems Expertise (Hard Skills)
- Campaign Management (Hard Skills)
- Data Integrity Assurance (Hard Skills)
- Interdepartmental Collaboration (Soft Skills)
- Data Migration Management (Hard Skills)
- Business Analysis Translation (Hard Skills)
24. CRM Analyst, Silver Lining Technologies, Sacramento, CA
Job Summary:
- Collaborate with business teams to elicit requirements and develop functional project artifacts
- Analyze, document and implement enterprise-wide CRM solutions in support of Elwyn's business functions
- Configure/customize Microsoft Dynamics CRM using web-based customization tools
- Develop and employ functional project artifacts including use cases, user stories, requirements specifications, business process definitions, user interface needs, test plans and test cases
- Construct visual models to capture user requirements and business process flows
- Develop and maintain training documents and user guides
- Assist with the creation and execution of test plans
- Test product features for the validity of results, accuracy, reliability, and conformance to established standards
- Assist in planning and scheduling solution rollouts, releases and upgrades for various business units
- Diagnose, troubleshoot and resolve production issues, deploy and support Microsoft CRM applications
- Administer user access, security roles and permissions
- Contribute to several concurrent projects and provide inputs on project status, effort estimation and task planning
- Articulate outcomes and key benefits of business processes
- Design, implement and train the Prioritisation and Segmentation strategies
- Support VEEVA applications and provide new starter training
- Provide support to Salesforce Teams based and conduct regular training sessions for internal users of the CRM and sales force effectiveness activities.
Skills on Resume:
- CRM Solution Analysis (Hard Skills)
- Microsoft Dynamics Customization (Hard Skills)
- Requirements Elicitation (Hard Skills)
- Business Process Modeling (Hard Skills)
- User Guide Development (Hard Skills)
- Solution Troubleshooting (Hard Skills)
- Project Management (Soft Skills)
- Effective Communication (Soft Skills)
25. CRM Analyst, Innovation Insights, Richmond, VA
Job Summary:
- Report on CRM program performance, including campaign metrics, performance by segment, and testing results and use insights from this for future planning
- Distribute qualified leads to sales representatives based on data from the CRM system
- Handle all of the data in the CRM system including campaign activities
- Support the ticket sales and partnership departments by coordinating sales and services campaigns
- Collaborate with sales managers to evaluate and review campaign success and tactics
- Import new leads into CRM and append existing records with new updated information
- Support CRM Database by importing data and constantly researching new technologies
- Work closely withMarketing department to develop strategies and put forward recommendations
- Improve key performance metrics and drive revenue via emails to potential ticket buyers
- Build activities in CRM based on email behavior and responses
- Conduct training sessions with various team members
Skills on Resume:
- CRM Performance Reporting (Hard Skills)
- Lead Distribution Management (Hard Skills)
- CRM Data Management (Hard Skills)
- Campaign Coordination (Hard Skills)
- Strategic Collaboration (Soft Skills)
- Database Maintenance (Hard Skills)
- Revenue Growth Strategies (Hard Skills)
- Training Development (Soft Skills)