Customer Relationship Management Analyst Skills, Experience, and Job Requirements

CUSTOMER RELATIONSHIP MANAGEMENT ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: September 23, 2024 - The Customer Relationship Management Analyst excels in navigating the complete customer lifecycle, integrating sales and marketing practices across departments. Skilled in data manipulation using Excel and managing CRM integrations with tools like Salesforce, Oracle Responsys, and Adobe Campaign. Demonstrates strong analytical abilities, meticulous attention to detail, and capacity to prioritize multiple projects independently or as part of a team.

Essential Hard and Soft Skills for a Standout CRM Analyst Resume

CRM Software Proficiency
Data Manipulation
Salesforce Apex Programming
Microsoft Excel Advanced Use
SAS Customer Intelligence 360
AWS SAP Hybris Marketing
Database Management
System Integration
Data Analysis
Reporting Techniques

Communication
Analytical Thinking
Attention to Detail
Independent Work
Team Collaboration
Multitasking
Adaptability
Problem Solving
Initiative
Time Management

Summary of CRM Analyst Knowledge and Qualifications on Resume

1. BA in Marketing with 5 Years of Experience

Salesforce administration experience
Experience with sales and marketing business practices including the full customer lifecycle across departments
Data transformation and manipulation skills in tools like Microsoft Excel
Experience managing other sales and marketing systems, including integrations with the CRM
Excellent communication and analytical skills
Close attention to detail, and ability to work independently, as well as part of a team, on multiple projects.
Self-starter with ability to handle multiple tasks and priorities
Familiarity with Salesforce Apex programming
Experience using Salesforce or similar CRM tool
Knowledge in Excel (Macros / Developer), Oracle Responsys, Adobe Campaign (Standard)
Knowledge in SAS Customer Intelligence 360
Knowledge in AWS SAP Hybris Marketing
GA certification (GAIQ)
SalesForce Marketing Cloud Certification - Email Specialist
Advanced English

2. BA in Business Administration with 3 Years of Experience

Experience in Talent acquisition and/or similar roles, may also have experience in other roles with subject matter expertise
Experience with Microsoft tools and applications required, advanced excel skills
Previous experience in a staffing function preferred, preferably for a large retail organization
Experience in a service delivery model with shared services
Experience working collaboratively to facilitate the delivery of TA support in numerous locations
Experience and understanding of enabling technologies (e.g., applicant tracking system, CRM, mass marketing tools) and how they work within a customer service business environment
Experience with an ERP system (PeopleSoft/Workday)
Experience with service providers (Recruiting process outsourcing experience)
Intermediate knowledge in excel (Hlookup, Vlookup, Pivot Table, If, etc.)
Intermediate knowledge in Google Analytics
Knowledge (necessary to know how to program campaigns and rules) on multichannel platforms - Salesforce Marketing Cloud (priority), Allin and Oracle Responsys
Experience in planning and implementing campaigns and multichannel relationship rules.
Experience in project management
Intermediary English
Strong attention to detail

3. BS in Data Analytics with 2 Years of Experience

Experience SAP C4C.
Experience in SAP C4C sales and Service module.
Experience working in the fashion industry
SAP certification in any modules or technical areas of C4C
Extensive experience managing and sourcing 3rd party service providers, partners, and consultants.
Experience working in a Customer Data focused role
Experience/knowledge across CRM and ecommerce
Strong experience of analytics and statistics, with SQL
Ability to build segmentation models Customer Lifetime Value and RFM models
Experience of Google Analytics, SQL
Passionate about marketing and data
Background in creating data visualisations and vibrant reporting to drive action
Proficiency in Google Analytics
Research skills and strong organizational and multitasking abilities
Have strong English verbal and written skills

4. BA in Computer Science with 6 Years of Experience

Customer focused sector experience in one/all of the following: sales, marketing, customer service, customer relationship management, market research.
Knowledge of some (all) of the following Salesforce functional areas: AppExchange, automation, collaboration, data management, reports and dashboards, sales/service/lightning core, and marketing.
Strong analytical skills, with knowledge of data driven intelligence systems, that will drive interaction behaviour.
The ability to effectively document customer centric business processes, and then apply these to the functional capabilities of the CRM platform.
Excellent communications skills including inspiring trust and influence, communicating information in a clear and commercial manner, adapting style for different audiences and levels of understanding.
Industry experience in marketing or CRM analytics
Experience with common CRM concepts & models (RFM, churn, BTYD, BG/NBD, machine learning etc.)
Expert skills in Excel, SQL, and data reporting/visualization tools (Tableau, Looker)
Experience with enterprise CDPs and data warehouses
Exposure to Python
Highly motivated self-starter
Flexible, adaptable, and able to work in an entrepreneurial environment
Ability to think critically, thoroughly and analytically when resolving technically complex problems.
Ability to juggle multiple projects, prioritize and meet deadlines.

5. BS in Information Technology with 4 Years of Experience

Experienced in SalesForce SalesCloud, Marketing Cloud, PowerBI and CRM
Experienced in Spinklr, GA, Data Studio and SAS Programming
Database marketing experience.
Proven track record of delivering best practice CRM campaigns
Proven experience in delivering data analysis, advanced analytics and campaign dashboards
Extensive experience of segmentation analysis across multiple data sets
Experience of triggered campaigns based on behavioural analysis and implementation of progressive profiling campaign
Ability to explain complex technical issues in a way that non-technical people may understand
Enthusiastic, keen to learn, with a passion for self-development
Ability to multi-task, prioritize, and manage time effectively
Possesses good communication and interpersonal skills.
Logical and analytical with great attention to detail.
Excellent communication and stakeholder management skills
Dynamic and able to work independently in a demanding and often changing business environment
Effective project and time management skills
Experience in a business analyst / consulting role

6. BA in Business Administration with 7 Years of Experience

Ability to read, write, speak and understand English
Ability to quickly identify business problems and engineer effective solutions.
Ability to analyze and interpret data into actionable work activity.
Ability to prioritize, organize and handle multiple projects and tasks simultaneously, while working calmly, quickly and accurately in a fast-paced environment.
Ability to translate and communicate data and complex information in a clear, easy-to-understand manner with all level s of management.
Ability to create business and functional requirements, use and test cases, and project plans.
Ability to use personal computer and software applications (i.e., Microsoft Word, Excel, PowerPoint, Visio, Project, SharePoint).
Knowledge of CRM systems.
Knowledge of cable television products and services.
Project Management experience in an IT environment
Experience with CRM platforms and SharePoint
CRM Administrator certified or equivalent experience
System administrator experience making configuration type changes and user profile updates.
Business Analyst certification or successful completion of a recognized BA curriculum.
Business and functional writing certification or successful completion of a recognized writing curriculum.

7. BS in Information Technology with 3 Years of Experience

Previous CRM experience
Experience or exposure to Marketing automation tools and any pricing tool
Agile experience, working in sprints, kanban, scrumban, ticket prioritization, etc.
Demonstrated ability to quickly and proficiently understand and absorb new information.
Experience planning releases and deploying both business and IT solutions.
Having some technical knowledge or awareness around REST APIs, flat files integration and PHP programing, Java /Groovy language
Experienced in working in IT projects.
Working experience with implementing SQL Server on Azure
Should have Microsoft Certification in relevant disciplines
Ability to work across time zones on a frequent basis, with development team in IST and key business stakeholders in PST. An EST based candidate, or someone capable of working a shifted schedule is ideal
Proficient with Microsoft Office products, including Word, Excel, PowerPoint, and Outlook.
Excellent interpersonal, communication and influencing skills coupled with sound commercial awareness
Excellent communication and interpersonal skills
Knowledge in Salesforce Marketing Cloud
Experience in developing and implementing CRM driven marketing projects
Understanding of the automotive industry and the dealer network

8. BA in Marketing with 4 Years of Experience

Experience in Marketing, Retail or similar
Knowledgeable in CRM, customer analysis and reporting
Strong background in analysis, able to pull insights and recommendations out of the data to make strong, data-driven recommendations and decisions
Proficient in Microsoft Office, especially Excel, Outlook, PowerPoint and Teams
Salesforce, Tableau and/or SQL knowledge
Shows curiosity, ambition and a willingness to learn
Strong verbal and written communicator
High attention to detail and accuracy
Demonstrable planning and organisational skills
Ability to find creative solutions to problems
Experience with automating processes
Ability to create and automate flows using power automate
Experience with Azure Service Bus and Logic Apps
Able to work on multiple projects and initiatives with different/competing timelines and demands

9. BS in Data Analytics with 5 Years of Experience

Strong experience with SQL
Ability to build segmentation models - Customer Lifetime Value and RFM models
Ability to build attribution, propensity and churn models
Experience of Google Analytics and Adobe
R / Python experience
Proficiency in MS Office products (e.g. Excel, PowerPoint)
Passionate about data and a curious mind
Highly motivated to produce timely, insightful deliverables
Ability to clearly communicate insights to both technical and non-technical audiences
Ability to present complex information to a variety of stakeholders at all levels
Ability to promote ideas/solutions with confidence, credibility and sound business rationale
Good communication and storytelling skills
Ability to work in a fast-paced environment, multitasking, and meeting multiple deadlines
Ability to adapt to evolving techniques and changing business challenges
Good interpersonal skills to work closely with other individuals/teams to achieve goals

10. BA in Computer Science with 4 Years of Experience

Relevant and up to date Google certifications
Experience and other relevant work experience required to be able to perform the job.
Online expertise, ideally in e-commerce or conversion focused sites
Experience in web, mobile and social marketing analytics using data and analysis to make decisions and to influence others
Having worked in a voucher \ deals type business
Include any specialised skills or knowledge needed to do the job.
Experience in managing and reporting on CRM and /or Digital Marketing campaigns
Be extremely proficient with the metrics, reports, and capabilities in Power BI, Adobe Analytics and Google Analytics to provide greater insight on digital sales performance
Deep understanding of web principles, usability, customer experience, digital marketing, social networking and information architecture
Experience of working collaboratively within a team to achieve specific results
Must be committed to self-development and enthusiastic about acquiring new skills
Include any specific previous training (both internal and external) needed to do the job.
Understanding of Web Stack (HTML, CSS, and JavaScript).
Experience with a site & campaign optimization, insight & A/B Testing tools

11. BA in Business Administration with 4 Years of Experience

Have a willingness to approach projects with a can-do attitude and create processes where there isn’t one.
Have an interest in and keep up with the latest trends in CRM Proactively identifies opportunities and take action to meet the overall business objectives.
Have a customer centric approach and genuinely believe in vision of helping millions of people improve financial life.
Have strong skills in SQL - experience of other types of coding is a plus (Python, R)
Have experience developing reports and dashboards in a BI tool (PowerBI, Tableau etc).
Hands-on experience working with a marketing automation platform.
CRM and/or database analyst experience, specifically in Salesforce CRM
A sound understanding of relational databases, working with customer data, and manipulating datasets in Excel and/or SQL databases
The ability to speak technically to developmental resources, and to translate in an approachable and familiar manner when speaking to team members about the technology
Strong presentation skills, with the ability to present to cross-functional teams and leadership
Organized, self-starter
Collaborative and critical thinker

12. BS in Information Technology with 4 Years of Experience

Salesforce administrator and platform app builder certifications
Extensive experience with Salesforce, CPQ and Other CRM Tools.
Experience with Marketing Automation Tools like Marketo.
Deep understanding of CRM Sales, Service and Quote to Cash processes.
Hands on experience with Einstein Analytics, QlikView, and other Sales Analytics technologies
Results driven with a passion for strong collaboration.
Strong influencing skills with experience getting things done through others.
Ability to work across organizational lines and navigate through ambiguity.
Excellent analytical, organizational, and communication skills.
Experience with ERP, master data, customer hierarchies.
A Certificate in Business Analysis and Systems Analysis
SAP, SAP Cloud for Customer knowledge

13. BA in Marketing with 5 Years of Experience

Excellent interpersonal, communication, problem-solving and organizational skills.
Ability to work independently, unsupervised, and as a team player
Intermediate to advanced knowledge of Microsoft office suite (Word, Excel, Outlook, Visio)
Willingness and ability to learn new or tangential technology products to supported product(s) (i.e. Tableau CRM)
Knowledge of Azure devOps, ServiceNow, and a CRM tool (e.g. Salesforce, MS Dynamics, SAP CRM, Oracle CRM and/or similar tools)
Certification as a product admin is preferred where applicable
Undergraduate degree in a business or technology related field (i.e. Finance, Real Estate, Application Support, Data) or related experience
Customer support experience
Experience in supported business lines or functions or an accompanied recommendation from a business sponsor
Exceptional results and execution orientation
Excellent written and oral communication skills
Huge adaptability and appetite for learning new technologies quickly

14. BS in Data Analytics with 2 Years of Experience

A highly analytical and strategically minded individual capable of critical thinking and creative problem solving
Strong computer skills, especially within Microsoft excel (knowledge of VBA or SQL is a plus )
Experience with Micro-strategy / Siebel / Google Analytics
Proactive self-starter with the ability to work independently and creatively solve problems
Customer-oriented focus, with a keen interest in retail and particularly within the luxury sector
Strong team player, able to work collaboratively across multiple teams
Positive, enthusiastic individual with a can-do attitude
An individual who thrives in a high-pressure working environment and is accustomed to meeting tight deadlines
Proven Systems Analysis experience (MS Dynamics CRM
Experience working with Microsoft’s Field Service Module
Experience as a team lead or architect
Strong experience with Global Deployments and Rollouts

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