CRM & Data Integrity Analyst

Dimensional Fund Advisors; Florida; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst, Business Tools to support the CRM ecosystem and related sales data tools. You will collaborate with Technology and business teams to improve data quality and implement new capabilities that drive sales processes and insights.

The role emphasizes data governance, cross-functional collaboration, and hands-on data work using Excel and CRM platforms. A 1–2 year track record in business analysis or operations is preferred, with a hybrid office setup in

Qualifications

• Bachelor's degree required with 1–2 years’ experience in business analysis, operations, or technology support.
• Strong Excel skills and ability to query/validate data.
• Demonstrated accuracy with large datasets and attention to detail.
• Excellent analytical, problem-solving, and communication abilities.
• Collaborative team player who can work independently with business partners.

Responsibilities

• Triage and provide product support for global users across CRM tools.
• Partner with Technology and vendors to analyze root causes and deliver solutions.
• Maintain and improve critical client data across sales systems while ensuring data governance.
• Execute large-scale data activities using Excel and Snowflake to support needs.
• Create process documentation and communicate product updates to stakeholders.
• Document requirements, test functionality, and support implementation of new capabilities.
• Build partnerships across Sales, Technology, Marketing and other departments to deliver solutions.

Skills

Advanced Excel

Data querying

Analytical thinking

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Dynamics

JIRA

Job description

Dimensional Fund Advisors is seeking an Analyst, Business Tools to support the CRM ecosystem and related sales data tools. You will collaborate with Technology and business teams to improve data quality and implement new capabilities that drive sales processes and insights.

The role emphasizes data governance, cross-functional collaboration, and hands-on data work using Excel and CRM platforms. A 1–2 year track record in business analysis or operations is preferred, with a hybrid office setup in