CRM ANALYST - SALESFORCE

Black Financial Consult; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Black Financial Consult is seeking a remote CRM Analyst to optimize CRM workflows, focusing on Salesforce and related platforms across the organization. You will enhance customer processes, ensure data quality, and enable effective CRM use by business users.

You will gather requirements, build dashboards, and support integrations while collaborating with Product, IT, and business teams. A background in analytics and experience with Agile environments are preferred to drive CRM improvements and

Qualifications

• 5-8 years of experience with CRM systems or enterprise service platforms.
• Hands-on experience with Salesforce or similar CRM tools.
• Strong analytical and problem-solving skills.
• Experience working in Agile or structured delivery environments.

Responsibilities

• Analyze and optimize CRM workflows and customer service processes.
• Support configuration and enhancement of Salesforce and other CRM platforms.
• Monitor CRM data quality, integrity, and consistency.
• Gather and document business requirements for CRM improvements.
• Support reporting and dashboard development for customer and service metrics.
• Assist in troubleshooting CRM system issues and user support requests.
• Collaborate with Product, IT, and Business teams to improve CRM functionality.
• Support CRM integrations with other enterprise systems.
• Conduct user training and support adoption of CRM tools.
• Participate in system testing and validation for CRM enhancements.

Skills

CRM experience

Data analysis

Analytical thinking

Agile

SQL basics

Tools

Salesforce

Dynamics

Job description

This is a remote position. The CRM Analyst will be responsible for analyzing, optimizing, and supporting CRM and service management systems, including Salesforce and other CRM tools. The role focuses on improving customer workflows, ensuring data quality, supporting business users, and enabling effective use of CRM systems across the organization.

Key Responsibilities

• Analyze and optimize CRM workflows and customer service processes.
• Support configuration and enhancement of Salesforceand other CRM platforms.
• Monitor CRM data quality, integrity, and consistency.
• Gather and document business requirements for CRM improvements.
• Support reporting and dashboard development for customer and service metrics.
• Assist in troubleshooting CRM system issues and user support requests.
• Collaborate with Product, IT, and Business teams to improve CRM functionality.
• Support CRM integrations with other enterprise systems.
• Conduct user training and support adoption of CRM tools.
• Participate in system testing and validation for CRM enhancements.

Required Qualifications

• 5-8 years of experience working with CRM systems or enterprise service platforms.
• Hands-on experience with Salesforce or similar CRM/service tools.
• Strong analytical and problem-solving skills.
• Experience working in Agile or structured delivery environments.

Technical & Functional Skills

• CRM systems: Salesforce, Dynamics, or similar
• Data analysis and reporting
• Workflow analysis and process improvement
• Requirements gathering and documentation
• Dashboard and KPI reporting
• Basic SQL or data querying