CRM Cleanup & Business Intelligence Specialist

WorldLink, Inc.; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

WorldLink, Inc., a leading information technology company, seeks a CRM Cleanup & Business Intelligence Specialist in New York. This full-time role involves maintaining CRM integrity, conducting data analysis, and supporting strategic decisions with actionable insights. Ideal candidates will possess a strong analytical mindset and expertise in CRM tools.

Benefits

Medical Plans

Vision Plan

401(k)

Short-Term Disability

Long-Term Disability

Critical Illness Protection

Accident Protection

Hospital Indemnity

Identity Theft Protection

Qualifications

• 4 years of related industry experience required.
• Proven experience in CRM management, data cleanup, and data hygiene.
• Experience with data extraction and analysis using SQL is a plus.

Responsibilities

• Conduct regular audits of the CRM system to ensure data accuracy.
• Implement data hygiene protocols to improve system performance.
• Develop and maintain dashboards and reports for CRM health metrics.

Skills

Analytical skills

Problem-solving

Detail-oriented

Communication

Education

Bachelor's Degree in Business, Finance or related field

Tools

Salesforce

Tableau

Power BI

SQL

Job description

CRM Cleanup & Business Intelligence Specialist

New York, United States | Posted on 06/17/2025

TITLE:CRM Cleanup & Business Intelligence Specialist

POSITION TYPE: Full Time (W2)

LOCATION: New York, NY

ABOUTWorldLink:

WorldLinkis a rapidly growing information technology company atthe forefront of the tech transformation. From customsoftware development to cloud hosting, from big datato cognitive computing, we help companies harnessand leverage today’s most cutting-edge digitaltechnologies to create value and grow.

Collaborative. Respectful. Work hard Play hard. A place todream and do. These are just a few words that describewhat life is like at WorldLink. We embrace a culture ofexperimentation and constantly strive for improvement andlearning.

We takepride in our employees and their future with continuedgrowth and career advancement. We put TEAM first. We are acompetitive group that like to win. We're grounded byhumility and driven by ambition. We're passionate, andwe love tough problems and new challenges. You don'thear a lot of "I don't know how" or "Ican't" at WorldLink. If you are passionate aboutwhat you do and having fun while doing it; tired of rigidand strict work environments and would like to work in anon-bureaucratic startup cultural environment, WorldLink maybe the place for you.

We arelooking for a CRM Cleanup & Business Intelligence Specialistwho will be responsible formaintaining the integrity and accuracy of our CRM system by identifying and resolving data inconsistencies, duplicates, and hygiene issues. You will also leverage business intelligence tools to analyze clean, consolidated data and provide actionable insights to support strategic decision-making.

Roleand Responsibilities:

• Conduct regular audits of the CRM system to identify and resolve duplicate entries, ensuring data accuracy and consistency.
• Implement and enforce data hygiene protocols to remove outdated, inaccurate, or redundant records, improving system performance and user experience.
• Consolidate data from disparate sources into a unified CRM platform, streamlining access to customer information for sales, marketing, and support teams.
• Utilize SQL queries and BI tools (e.g., Tableau, Power BI) to extract, analyze, and visualize CRM data, providing insights for business strategy development.
• Collaborate with cross-functional teams to define and enforce data governance policies, ensuring compliance with industry standards and best practices.
• Develop and maintain dashboards and reports to track CRM health metrics, identify trends, and monitor data quality.
• Conduct root cause analysis of data discrepancies and implement solutions to prevent future occurrences.
• Support targeted marketing campaigns and revenue growth by refining customer segmentation based on cleaned CRM data.
• Develop ROE (rules of engagement) policy that allows for only cleansed and approved updates to our CRM system.

Required Experience and Education:

• 4 years of related industry experience required.
• Bachelor's Degree in Business, Finance or related field.
• Proven experience in CRM management, data cleanup, and data hygiene (Salesforce is a plus).
  
• Proficiency in CRM tools (e.g., Salesforce, HubSpot) and BI tools (e.g., Tableau, Power BI).
  
• Experience with SQL and data querying for data extraction and analysis is a plus.
  

Necessary Skills and Attributes:

• Self-motivatedindividual with the ability to thrive in a team-based orindependent environment.
• Detail-oriented with strongorganization skills.
• Ability to work in afast-paced environment.
• Limited supervisionand the exercise of discretion.
  
• Strong analytical skills with the ability to interpret data sets and derive actionable insights.
  
• Problem-solving mindset.
  
• Excellent communication skills to collaborate with cross-functional teams and present findings effectively.
  

Physical Demands:

Thephysical demands described here are representative ofthose that must be met by contract employee tosuccessfully perform the essential functions of thisjob. Reasonable accommodations may be made to enableindividuals with disabilities to perform the essentialfunctions.

Whileperforming the duties of this job, the contract employee isoccasionally required to stand, clean, crawl, kneel, sit,sort, hold, squat, stoop, stand, twist the body, walk, usehands to finger, handle, or feel objects, tools orcontrols, reach with hands and arms, climb stairs or laddersand scaffolding, talk or hear, and lift up to 20 pounds.Specific vision abilities required by the job includeability to distinguish the nature of objects by using theeye. Operate a computer keyboard and view a video displayterminal between 50% - 95% of work time, including prolongedperiods of time. Requires considerable (90%+) work utilizinghigh visual acuity/detail, numeric/character distinction, andmoderate hand/finger dexterity.

Performswork under time schedules and stress which are normallyperiodic or cyclical, including time sensitive deadlines,intellectual challenge, some language barriers, and projectmanagement deadlines. May require working additional timebeyond normal schedule and periodic travel.

WHATwe’ll bring:

Duringyour interview process, our team can fill you in on all thedetails of our industry-competitive benefits and careerdevelopment opportunities. A few highlightsinclude:

• MedicalPlans
• Vision Plan
• Short-TermDisability
• Long-Term Disability
• Critical Illness/ Accident/ Hospital Indemnity/ IdentityTheft Protection
• 401(k)

WHATyou should know:

Oursuccess begins and ends with our people. We embracediverse perspectives and value unique humanexperiences. WorldLink is an Equal EmploymentOpportunity and Affirmative Action employer. All employmentat WorldLink is decided on the basis ofqualifications, merit, and business need. We endeavorto continue our footprint as a diverse organization byhighlighting opportunities for all people. WorldLinkconsiders applicants for all positions without regard torace, color, religion or belief, sex, (including pregnancy andgender identity), age, national origin, political affiliation,citizenship status, marital status, military/veteran status,genetic information, sexual orientation, gender identity,physical or mental disability or any other characteristicprotected by applicable laws. People with disabilities who needassistance with any part of the application process shouldcontact us.

Thisjob description is designed to cover the main responsibilitiesand duties of the role but is not designed to be acomprehensive list of all.

Salary/Pay Range: $35.00-60.00/hr (Depending on experience)