CRM & Data Insights Analyst (Hybrid)

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors, a leading global investment firm, seeks an Analyst, Business Tools to support CRM, email marketing, and secure digital experiences. You will analyze data, collaborate with Technology and business partners, and help maintain data quality across the sales technology ecosystem.

This role sits in GCG Operations’ Business Tools team with hybrid office support. Responsibilities include triage support, data updates in Snowflake, campaign automation support, and building

Qualifications

• Bachelor's degree required.
• 1–2 years in business analysis, operations, or tech support.
• Advanced Excel and data querying/validation experience.
• Ability to handle large datasets with accuracy.
• Strong analytical, problem-solving, and communication skills.
• Curiosity, initiative and willingness to learn.
• Team player who can work independently with stakeholders.
• Experience with CRM systems (MS Dynamics) and JIRA a plus.
• Familiarity with Agile principles and finance industry a plus.

Responsibilities

• Triage and provide product support for global CRM, email marketing, and client tech platforms.
• Partner with Technology and vendors to analyze root causes and implement solutions.
• Maintain and improve critical client data across sales systems with governance standards.
• Execute large-scale data activities and SQL-like data querying using Snowflake.
• Support campaign automation and data flows for the sales marketing platform.
• Collaborate with stakeholders on requirements, testing, and enhancements.
• Create runbooks and communicate product updates to partners.
• Build partnerships across Sales, Technology, Marketing and other departments.

Skills

Advanced Excel

Data analysis

CRM knowledge

JIRA

Communication

Attention to detail

Agile

Education

Bachelor's degree

Tools

Snowflake

Microsoft Dynamics

Job description

Dimensional Fund Advisors, a leading global investment firm, seeks an Analyst, Business Tools to support CRM, email marketing, and secure digital experiences. You will analyze data, collaborate with Technology and business partners, and help maintain data quality across the sales technology ecosystem.

This role sits in GCG Operations’ Business Tools team with hybrid office support. Responsibilities include triage support, data updates in Snowflake, campaign automation support, and building