CRM Analyst

Nicely Co.; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

Nicely Co. is seeking a CRM Analyst to strengthen revenue systems, clean CRM data, forecast outcomes, align processes, support deals, and build automation in an early‑stage company.

This role offers ownership and the chance to shape Revenue Operations, turning priorities into actionable plans while collaborating with colleagues across functions and establishing scalable practices.

Qualifications

• Experience improving revenue systems and CRM data quality.
• Ability to forecast and translate priorities into actionable work.
• Strong communication and cross-functional collaboration.

Responsibilities

• Own day-to-day work across revenue systems, CRM data, forecasting, process alignment, deal support, automation, and performance insight.
• Translate priorities into documented plans and measurable outcomes.
• Build lightweight, repeatable processes for an early‑stage company.
• Collaborate across functions to resolve dependencies and deliver outcomes.
• Identify risks early and escalate when needed.
• Maintain documentation and handle information responsibly.
• Communicate progress, constraints, and results clearly.

Skills

Revenue systems

CRM data

Forecasting

Process alignment

Automation

Performance insight

Communication

Cross-functional collaboration

Job description

CRM Analyst

Help build Nicely Co.'s revenue systems, clean CRM data, forecasting, process alignment, deal support, automation, and performance insight as CRM Analyst, with meaningful ownership in an early-stage company.

Position overview

Nicely Co. is seeking a CRM Analyst to strengthen revenue systems, clean CRM data, forecasting, process alignment, deal support, automation, and performance insight. This role will turn company priorities into clear, dependable work while partnering directly with colleagues across functions.Nicely Co. is an early-stage company, so this position will help create the processes and internal systems behind the work, not merely inherit a mature playbook. The successful candidate will use sound judgment, communicate tradeoffs, and operate with appropriate autonomy.Responsibilities may evolve as the company grows. This is an opportunity to influence how the Revenue Operations function develops, establish useful standards, and leave behind systems that scale responsibly.

Responsibilities

• Own day-to-day work across revenue systems, clean CRM data, forecasting, process alignment, deal support, automation, and performance insight.
• Translate the priorities of the CRM Analyst role into documented plans, decisions, and measurable outcomes.
• Build lightweight, repeatable processes that fit an early-stage company and can mature over time.
• Collaborate across functions to resolve dependencies and deliver complete outcomes.
• Identify risks early, recommend proportionate solutions, and escalate consequential decisions.
• Maintain accurate documentation and handle company, customer, and employee information responsibly.
• Use relevant evidence and feedback to improve quality, efficiency, and stakeholder experience.
• Communicate progress, constraints, priorities, and results clearly to affected teammates.

Qualifications

• Demonstrated capability relevant to revenue systems, clean CRM data, forecasting, process alignment, deal support, automation, and performance insight.
• Judgment and ownership appropriate for the CRM Analyst scope.
• Strong written and verbal communication with both specialists and cross-functional partners.
• Ability to organize ambiguous work, make progress independently, and document decisions.
• Comfort building systems in an early-stage environment where priorities may evolve.
• Commitment to ethical conduct, confidentiality, security, accessibility, and inclusive collaboration.

Preferred qualifications

• Experience with modern methods and tools used in Revenue Operations.
• Experience in a startup, small business, or other resource-conscious environment.
• Evidence of improving a workflow, standard, product, service, or measurable outcome.
• Relevant education, certification, portfolio, or equivalent practical experience.
• Flexible work arrangements where applicable.
• Opportunity to help build an early-stage company.
• Direct impact on company growth and operating quality.
• Cross-functional collaboration and professional development opportunities.
• Significant ownership over assigned responsibilities.
• Opportunity for responsibilities to expand as the company grows.