Customer Relationship Management Analyst

Find Great People | FGP; Columbia (SC); On-site; USD 70,000 - 95,000; Full time

Job summary

Find Great People | FGP is seeking a Data & Analytics Specialist to support reporting, CRM analytics, and data quality initiatives for a mission-driven organization in Columbia, SC. You will join a collaborative analytics team and partner with Finance, Development, and external vendors to deliver accurate, actionable insights.

Responsibilities include building Power BI reports, managing CRM data in Dynamics, writing SQL queries, ensuring data quality, and supporting financial and operational

Qualifications

• 2+ years of CRM experience (3–5 years preferred).
• Experience creating Power BI reports and dashboards.
• Working knowledge of SQL and relational databases.
• Strong analytical and communication skills.
• Detail-oriented and data accuracy focused.

Responsibilities

• Build and maintain Power BI reports and dashboards for leadership and finance.
• Analyze, segment, clean, and manage CRM data.
• Work with Microsoft Dynamics (Power Platform, Dataverse).
• Write and troubleshoot SQL queries.
• Provide analytics support to internal teams and partners.
• Serve as liaison with CRM vendor for enhancements and issue resolution.
• Support financial and operational reporting.
• Improve data quality through deduplication and standardization.
• Collaborate with cross-functional teams on data initiatives.

Skills

CRM experience

Power BI

SQL

Data quality

Analytical thinking

Communication

Detail orientation

Tools

Microsoft Dynamics

Job description

We’re seeking a Data & Analytics Specialist to support reporting, CRM analytics, and data quality initiatives for a growing, mission‑driven organization. This role sits on a collaborative analytics team and partners closely with Finance, Development, and external vendors to ensure accurate, actionable insights.

Responsibilities:

• Build and maintain Power BI (PBI) reports and dashboards to support leadership, finance, and external partners
• Work heavily within a CRM environment to analyze, segment, clean, and manage data
• Current CRM is Microsoft Dynamics (Power Platform, Dataverse, Advanced Find)
• Experience with other CRMs is welcome
• Write and troubleshoot SQL queries; explore schemas and relational databases as needed
• Support financial and operational reporting, partnering closely with Finance
• Manage and improve data quality, including deduplication, validation, and standardization
• Provide analytics and reporting support to internal teams and partner organizations
• Serve as a technical liaison with the CRM vendor, supporting enhancements and issue resolution

Requirements:

• 2+ years of experience working with a CRM (3–5 years ideal)
• Microsoft Dynamics experience strongly preferred
• Experience creating Power BI reports and dashboards
• Working knowledge of SQL and relational databases
• Comfort learning data schemas and navigating complex datasets
• Experience supporting finance, fundraising, or operational reporting is a plus
• Strong analytical, problem‑solving, and communication skills
• Detail‑oriented and comfortable owning data accuracy and cleanliness