CRM Analyst III

Our Clients; Philippines; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Our Clients seeks a CRM Analyst III to drive data-informed decision-making for customer relationship strategies. You will lead complex segmentation and predictive modeling initiatives, mentor junior staff, and translate insights into strategic recommendations that maximize customer lifetime value.

Responsibilities include analyzing large CRM datasets, supporting data-driven campaigns, building dashboards, ensuring data quality, and collaborating with Sales, Online, IT, and Risk to enhance CRM

Qualifications

• Bachelor’s degree in a related field (data analytics, business, marketing, statistics, CS).
• 4+ years in an analytical environment.
• SQL skills for data extraction, manipulation and joins.
• Experience with CRM systems (Salesforce, HubSpot, Dynamics 365).
• Strong communication of insights to senior management.
• Fluent in spoken and written English.

Responsibilities

• Analyze large CRM datasets to identify behaviors, lifecycle stages, attrition risks, and revenue opportunities.
• Partner with marketing, sales, and service teams to develop data-driven campaign strategies (acquisition, retention, upselling, win-back).
• Define KPIs for CRM initiatives and build dashboards to track performance and revenue attribution.
• Conduct segmentation and predictive modeling for hyper-targeted communications.
• Lead data quality initiatives to audit, clean, deduplicate, and enrich CRM data.
• Design and execute A/B and multivariate tests to optimize customer journeys.
• Create post-campaign analyses with actionable recommendations.
• Collaborate cross-functionally with Sales, Online, IT, Risk and external providers to enhance CRM capabilities.

Skills

SQL basics

Data analytics

Communication

Analytical mindset

Education

Bachelor's degree in data analytics or related field

Tools

Salesforce

HubSpot

Dynamics 365

Job description

The CRM Analyst III drives data-informed decision-making to optimize customer relationship strategies. By delivering actionable insights, enhancing data quality, and supporting precision-targeted campaigns, this role ensures that CRM initiatives maximize customer engagement, loyalty, and revenue growth. As a senior individual contributor, you will lead complex segmentation and predictive modeling initiatives, mentor junior staff, and translate advanced insights into strategic recommendations that maximize customer lifetime value.

Key responsibilities

• Customer Data Analysis: Analyze large datasets from CRM platforms to identify customer behaviors, lifecycle stages, attrition risks, and revenue opportunities.
• Campaign Strategy Support: Partner with marketing, sales, and service teams to develop data-driven campaign strategies focused on acquisition, retention, upselling, and win-back efforts.
• Performance Measurement: Define KPIs for CRM initiatives and build dynamic dashboards to track campaign performance, customer engagement metrics, and revenue attribution.
• Segmentation and Targeting: Conduct in-depth customer segmentation and predictive modeling to enable hyper-targeted, personalized communications.
• Data Quality Management: Lead initiatives to audit, clean, deduplicate, and enrich CRM data, ensuring analytical outputs are based on accurate and complete information.
• Optimization and Testing: Design and execute A/B and multivariate tests to validate campaign hypotheses, continuously optimizing customer journeys based on empirical findings.
• Reporting and Insights: Create comprehensive post-campaign analysis reports with actionable recommendations to improve future campaigns and customer experiences.
• Collaboration and Enablement: Work cross-functionally with internal departments (Sales, Online, IT, Risk) and external technology providers to enhance CRM capabilities and integrate new data sources.

Qualifications

• Education: Bachelor’s degree in data analytics, business, marketing, statistics, computer science, or a related field (Master's degree is a plus).
• Experience: Minimum of 4 years of experience working in an analytical environment.
• Technical Skills: Coding knowledge regardless of language, with specific proficiency in basic-to-intermediate SQL (including data extraction, manipulation, cleaning, and executing JOIN operations).
• CRM Systems: Familiarity with navigating and managing CRM system functionality (e.g., Salesforce, HubSpot, Dynamics 365) and understanding major modules like Sales, Service, or Marketing Cloud.
• Core Competencies: Systematic problem-solving abilities, high attention to detail, and a highly organized analytical mindset.
• Communication: Excellent communication skills with the ability to clearly document technical processes, present insights to team members, and effectively interact with senior management.
• Language: Fluent in spoken and written English.