CRM & Data Operations Analyst - AI & Automation

Medium; Sofia (NM); Hybrid; USD 80,000 - 110,000; Full time

Job summary

N/A is seeking a motivated CRM & Data Operations Analyst to support the ongoing evolution of our CRM, data, and operational processes. This role is ideal for someone with 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

Qualifications

• 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.

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.

Skills

Salesforce

CRM

Revenue Operations

Data Operations

Data analysis

KPI reporting

Governance

Tools

Flow Builder

Zapier

Make

Reporting tools

Job description

N/A is seeking a motivated CRM & Data Operations Analyst to support the ongoing evolution of our CRM, data, and operational processes. This role is ideal for someone with 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