CRM Product Analyst: Data-Driven Liaison & Insights

65 Insperity Support Services, L.P.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Insperity is seeking a CRM-focused professional to steward the CRM platform, analyze user needs, and coordinate with Product and development teams to deliver CRM enhancements. You will translate business requirements into actionable system changes, support Salesforce administration, and help drive analytics-driven decision making.

The role emphasizes collaboration across engineers, analysts, and business leaders, with responsibility for documentation and user training to maximize CRM value.

Qualifications

• Bachelor’s degree in a relevant field is required.
• 1–2 years in product management or related experience.
• CRM or SFA experience preferred; knowledge of cloud-based delivery helpful.
• Experience administering analytics tools (GA, Pendo, WalkMe, Adobe) is a plus.
• Strong writing and communication skills; able to translate business needs into system requirements.

Responsibilities

• Collaborate with engineers, analysts, PMs and business leaders to ensure software delivery meets requirements.
• Translate high-level business needs into functional requirements for engineers.
• Coordinate between configuration/development teams and Product/Stakeholder communities for CRM needs.
• Participate in design, development, testing and release cycles of software.
• Ensure customer and quality requirements are satisfied in product delivery.
• Lead planning discussions on CRM updates and new features with stakeholders.
• Gather data and translate it into actionable recommendations in CRM planning meetings.
• Create operational reports and dashboards to monitor CRM performance.
• Assist in administering Salesforce components to empower users.

Skills

CRM experience

Product management

Web analytics

Cloud-based product delivery

Stakeholder collaboration

Leadership

Education

Bachelor's Degree in Business/Marketing/MIS/CS

Tools

Salesforce

Google Analytics

Adobe Analytics

Pendo

WalkMe

Job description

Insperity is seeking a CRM-focused professional to steward the CRM platform, analyze user needs, and coordinate with Product and development teams to deliver CRM enhancements. You will translate business requirements into actionable system changes, support Salesforce administration, and help drive analytics-driven decision making.

The role emphasizes collaboration across engineers, analysts, and business leaders, with responsibility for documentation and user training to maximize CRM value.