CRM & Sales Tools Analyst

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst, Business Tools in Charlotte to support CRM systems, data integrity, and sales tooling. You will work with Technology and vendors to diagnose root causes, implement data quality improvements, and help deliver new capabilities for the sales organization.

The role requires a bachelor’s degree and 1–2 years in business analysis or technology support, with strong Excel and data skills, plus a collaborative approach across Global Client Group functions.

Qualifications

• Bachelor's degree required.
• 1–2 years in business analysis, operations, or technology support.
• Strong Excel and data validation skills.
• Experience with large datasets and high accuracy.
• Good communication and problem-solving abilities.

Responsibilities

• Triage and provide product support for global users across CRM tools.
• Partner with Technology and vendors to identify root causes and deliver solutions.
• Maintain and enhance client data across sales systems with governance standards.
• Execute large-scale data activities using Excel and Snowflake.
• Create and maintain process docs and runbooks; communicate updates to stakeholders.
• Collaborate with Sales, Technology, Marketing and other departments to deliver solutions.

Skills

Advanced Excel

Data querying

Analytical thinking

Communication

Agile awareness

Education

Bachelor's degree

Tools

Microsoft Dynamics

JIRA

Job description

Dimensional Fund Advisors is seeking an Analyst, Business Tools in Charlotte to support CRM systems, data integrity, and sales tooling. You will work with Technology and vendors to diagnose root causes, implement data quality improvements, and help deliver new capabilities for the sales organization.

The role requires a bachelor’s degree and 1–2 years in business analysis or technology support, with strong Excel and data skills, plus a collaborative approach across Global Client Group functions.