Freelance CRM & Data Operations Analyst

Medium; Lisbon (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Medium is seeking a motivated CRM & Data Operations Analyst to support the ongoing evolution of our CRM, data, and operational processes. The role suits someone with Salesforce experience who wants to broaden skills into data operations, automation, and AI-assisted workflows.

You will collaborate with Revenue Operations, Product, and BI to improve data quality, automate manual tasks, and ensure our CRM remains a trusted source of truth for the business.

Qualifications

• 1–3 years of Salesforce, CRM, Revenue Operations, or related data roles.
• Certified Salesforce Platform Administrator.
• Experience with Salesforce reports, dashboards, Flow Builder, and data tools.
• Proficient with spreadsheets and data analysis tools.
• Exposure to automation platforms such as Zapier or Make.
• Interest in AI, automation, and operational efficiency.

Responsibilities

• Administer and maintain CRM platforms (Salesforce) with configurations and dashboards.
• Monitor data quality across systems and onboard new sources.
• Build and deliver reports, dashboards, and KPI tracking.
• Identify opportunities to automate manual processes and apply AI-assisted solutions.
• Translate business needs into documented platform solutions and improvements.

Skills

Salesforce experience

CRM & Revenue Operations

Certified Salesforce Admin

Data reporting & dashboards

Automation platforms (Zapier/Make)

AI-driven automation interest

Tools

Flow Builder

Salesforce Reports

Data management tools

Spreadsheets

Data analysis tools

Job description

We are looking for a motivated and analytically minded CRM & Data Operations Analyst to support the ongoing evolution of our CRM, data, and operational processes.

This role is ideal for someone with some Salesforce experience who wants to broaden their skills beyond platform administration and gain exposure to data operations, automation, AI‑assisted workflows, reporting, and business process improvement.

Working closely with Revenue Operations, Product, Business Intelligence, and other stakeholders, you will help improve data quality, automate manual processes, support AI‑driven initiatives, and ensure our CRM ecosystem remains a trusted source of truth for the business.

Responsibilities

• Administer and maintain agreed CRM platforms — including Salesforce configuration, user permissions, fields, page layouts, validation rules, automations and dashboards — delivering documented platform updates, release notes and governance recommendations to the contracting party at agreed milestones.
• Monitor and maintain data quality across agreed systems, investigating discrepancies, supporting new data source onboarding and delivering structured findings and remediation recommendations grounded in the Consultant's own professional judgement.
• Build and deliver operational reports, dashboards and KPI tracking frameworks, providing data analysis and performance insights to the contracting party at agreed reporting intervals.
• Identify and assess opportunities to replace manual processes with scalable automation and AI‑assisted solutions, delivering documented findings, evaluation outputs and implementation recommendations as standalone advisory outputs to the contracting party.
• Support cross‑functional data and CRM requirements by translating agreed business needs into documented platform solutions and process improvement proposals, delivered to the contracting party at agreed milestones.

Requirements

• 1-3 years of experience in Salesforce, CRM, Revenue Operations, Data Operations, or a related field
• Certified Salesforce Platform Administrator qualification
• Experience with Salesforce reports, dashboards, Flow Builder, and data management tools
• Experience using spreadsheets and data analysis tools
• Exposure to automation platforms such as Zapier, Make, or similar
• Interest in AI, process automation, and operational efficiency