CRM Analytics & Operations Specialist

Dayco; Birmingham (MI); On-site; USD 75,000 - 110,000; Full time

Job summary

Dayco is seeking a CRM Administrator to support the North American commercial organization with CRM administration, analytics, reporting, and BI. You will partner with Sales, Marketing, Customer Service, Finance, and Product Management to convert data into insights that drive revenue growth and customer retention.

You will manage user licenses, perform CRM config changes, ensure data integrity, and develop dashboards and automated processes to boost sales effectiveness.

Qualifications

• Bachelor’s degree in Business, Analytics, Marketing, Finance, Economics, or a related field.
• 3-5 years of experience in CRM administration, sales operations, sales analytics, or a related commercial excellence function.
• Proven experience administering and supporting CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, or similar CRM systems.
• Strong understanding of CRM data structures, user management, data quality processes, workflow optimization, reporting, and system governance.
• Advanced Microsoft Excel skills, including PivotTables, Power Query, XLOOKUP, data modeling, and complex data analysis.
• Experience developing reports, dashboards, and business insights using visualization tools such as Power BI, Tableau, or CRM-native reporting platforms.

Responsibilities

• Serve as the primary CRM system administrator and subject matter expert.
• All aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules.
• CRM configuration changes, including Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
• Maintain account, contact, opportunity, price list, and customer hierarchy data.
• Work with users for CRM record maintenance requests.
• Assist in account setup and maintenance from ERP to CRM system.
• Ensure CRM data integrity, accuracy, and completeness through regular audits and data governance practices.
• Develop dashboards, reports, workflows, and automated processes to improve sales effectiveness.
• Train and support users in CRM usage and best practices.
• Partner with IT and CRM vendors to implement system enhancements and resolve issues.Partner with IT and CRM vendors to migrate platform interface.
• Partner with IT and Marketing to integrate contact management and maintenance.
• Develop and maintain sales performance dashboards and KPI reporting.
• Monitor productivity metrics including pipeline activity, win rates, and customer growth.
• Track performance against sales objectives and identify corrective actions when necessary.
• Drive continuous improvement initiatives within sales operations and CRM processes.
• Develop documentation and SOPs supporting sales and CRM activities.
• Partner with Sales Leadership to support customer growth initiatives.
• Work with Finance on revenue reporting and business performance analysis.
• Work with Marketing on reporting and tracking of marketing coop funds and spending.

Skills

Salesforce

Microsoft Dynamics

HubSpot

Power BI

Tableau

SQL

Data governance

Data quality

Excel

Education

Bachelor’s degree

Tools

Epicor CMS

SAP

Oracle

JD Edwards

Job description

Dayco is seeking a CRM Administrator to support the North American commercial organization with CRM administration, analytics, reporting, and BI. You will partner with Sales, Marketing, Customer Service, Finance, and Product Management to convert data into insights that drive revenue growth and customer retention.

You will manage user licenses, perform CRM config changes, ensure data integrity, and develop dashboards and automated processes to boost sales effectiveness.