CRM Analyst III

Create Synergies Inc.; Philippines; On-site; PHP 600,000 - 800,000; Full time

Job summary

Create Synergies Inc. in the Philippines is seeking a CRM Analyst III to drive data-informed decisions, optimize customer relationship strategies, and lead advanced segmentation and predictive modeling projects.

You will mentor junior staff and translate insights into strategic recommendations to maximize customer lifetime value. The role focuses on improving data quality, supporting precision-targeted campaigns, and delivering actionable dashboards that measure engagement, loyalty, and revenue

Qualifications

• Bachelor’s degree in data analytics, business, marketing, statistics, computer science, or a related field (Master's degree is a plus).
• Minimum of 4 years of experience working in an analytical environment.
• Coding knowledge with proficiency in SQL (basic–intermediate) for data extraction, manipulation, cleaning, and joins.
• Familiarity with CRM systems such as Salesforce, HubSpot, or Dynamics 365 and modules like Sales, Service, or Marketing Cloud.
• Strong systematic problem-solving, high attention to detail, and an organized analytical mindset.
• Excellent communication skills to document processes, present insights, and interact with senior management.
• Fluent in spoken and written English.

Responsibilities

• Analyze large datasets from CRM platforms to identify customer behaviors and opportunities.
• Partner with marketing, sales, and service teams to develop data-driven campaign strategies.
• Define KPIs for CRM initiatives and build dashboards to track performance and revenue attribution.
• Conduct in-depth customer segmentation and predictive modeling for 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 with internal teams and external providers to enhance CRM capabilities.

Skills

SQL

Data Analysis

CRM Systems

Communication

Problem-Solving

Education

Bachelors in data analytics

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.