Data Analyst, CRM

Wilson Sonsini; Washington (District of Columbia); Hybrid; USD 73,000 - 110,000; Full time

Job summary

Wilson Sonsini is seeking a seasoned Data Analyst to join our Marketing Technology team in a hybrid role. The analyst will scrutinize marketing data from CRM and related platforms to uncover insights, optimize campaigns, and support business development and leadership with data-driven decisions.

The role emphasizes dashboards, KPI tracking, and strategic recommendations, while collaborating with BD to create data signals for client prospecting and cross-selling opportunities.

Qualifications

• Bachelor’s degree in Marketing, Business Analytics, or a related field.
• 3+ years of marketing technology experience in a fast-paced professional services environment; law firm experience preferred.
• 3+ years of experience with Salesforce or other CRM platforms, including data analysis and administration.
• Strong knowledge of data visualization and reporting tools (e.g., Power BI, Tableau, Excel, Smartsheet).
• Experience with CRM and ERM systems, marketing automation tools, experience management platforms (e.g. Salesforce, Introhive, Marketo, Foundation), and Google Analytics.
• Familiarity with A/B testing, segmentation, and campaign optimization techniques.
• Knowledge of CRM system migrations, deprecations, deployments, and rollouts, with an understanding of how to minimize disruption to end users and maintain data integrity throughout each transition.
• Strong written and verbal communication skills, with the ability to present complex data insights in a clear and concise manner.
• Salesforce experience is required.
• Experience managing complex projects and working with deadlines required.

Responsibilities

• Analyze data across multiple marketing technology platforms, including CRM and ERM systems, marketing automation, social media analytics, and website traffic sources, to generate insights on key marketing metrics.
• Design and implement dashboards to enable marketing, business development, and leadership teams to track and evaluate KPIs.
• Deliver strategic recommendations based on insights from our platforms to optimize marketing initiatives and to support client acquisition and retention efforts for business development.
• Collaborate with the business development team to develop data signals and indicators that support client prospecting, relationship building, and cross-selling opportunities.
• Manage administrative tasks in Salesforce, including creating triggers, setting dependencies, developing automation flows, and conducting regular audits to ensure data integrity and efficient system usage.
• Work with the team to periodically audit and update Salesforce custom objects, fields, relationships, sharing rules, profiles, and permission sets to keep data secure.
• Develop and execute a quality assurance plan to validate data syncs and field mappings across integrated systems, ensuring accuracy and consistency throughout the data lifecycle.
• Identify high-value opportunities for data enrichment services to address missing or incomplete data across integrated systems.
• Assist in the development and execution of implementation workflows for the migration and integration of data sources and marketing tools, in partnership with the Senior Manager of Marketing Technology.
• Monitor data quality and troubleshoot discrepancies across marketing systems to maintain consistent and accurate reporting.
• Provide initial onboarding and ongoing user support, troubleshooting system issues and driving adoption of best practices across the user base.
• Develop training documentation and instructional materials, including video tutorials, and lead formal training sessions as needed.

Skills

Data analysis

Data visualization

Communication

Project management

Salesforce experience

Education

Bachelor's degree in Marketing or related field

Tools

Salesforce

Power BI

Tableau

Excel

Smartsheet

Introhive

Marketo

Foundation

Job description

Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them. The firm has approximately 1,100 attorneys in 17 offices: 13 in the U.S., two in China, and two in Europe. Our broad spectrum of practices and entrepreneurial spirit allow exceptional opportunities for professional achievement and career growth.

The firm is seeking an experienced Data Analyst to join our Marketing Technology team. In this role, the Data Analyst will analyze marketing data from multiple sources to support strategic initiatives, optimize campaigns, and keep the firm’s business development and marketing efforts on track. Success in this role requires a strong blend of technical and analytical skills, along with the ability to collaborate effectively across departments.

This position is available as a hybrid work schedule. Candidates based in the Eastern time zones are preferred to support overlap with our East Coast and European offices.

Key Responsibilities:

• Analyze data across multiple marketing technology platforms, including CRM and ERM systems, marketing automation, social media analytics, and website traffic sources, to generate insights on key marketing metrics.
• Design and implement dashboards to enable marketing, business development, and leadership teams to track and evaluate KPIs.
• Deliver strategic recommendations based on insights from our platforms to optimize marketing initiatives and to support client acquisition and retention efforts for business development.
• Collaborate with the business development team to develop data signals and indicators that support client prospecting, relationship building, and cross-selling opportunities.
• Manage administrative tasks in Salesforce, including creating triggers, setting dependencies, developing automation flows, and conducting regular audits to ensure data integrity and efficient system usage.
• Work with the team to periodically audit and update Salesforce custom objects, fields, relationships, sharing rules, profiles, and permission sets to keep data secure.
• Develop and execute a quality assurance plan to validate data syncs and field mappings across integrated systems, ensuring accuracy and consistency throughout the data lifecycle.
• Identify high-value opportunities for data enrichment services to address missing or incomplete data across integrated systems.
• Assist in the development and execution of implementation workflows for the migration and integration of data sources and marketing tools, in partnership with the Senior Manager of Marketing Technology.
• Monitor data quality and troubleshoot discrepancies across marketing systems to maintain consistent and accurate reporting.
• Provide initial onboarding and ongoing user support, troubleshooting system issues and driving adoption of best practices across the user base.
• Develop training documentation and instructional materials, including video tutorials, and lead formal training sessions as needed.

Qualifications:

• Bachelor’s degree in Marketing, Business Analytics, or a related field.
• 3+ years of marketing technology experience in a fast-paced professional services environment; law firm experience preferred.
• 3+ years of experience with Salesforce or other CRM platforms, including data analysis and administration.
• Strong knowledge of data visualization and reporting tools (e.g., Power BI, Tableau, Excel, Smartsheet).
• Experience with CRM and ERM systems, marketing automation tools, experience management platforms (e.g. Salesforce, Introhive, Marketo, Foundation), and Google Analytics.
• Familiarity with A/B testing, segmentation, and campaign optimization techniques.
• Knowledge of CRM system migrations, deprecations, deployments, and rollouts, with an understanding of how to minimize disruption to end users and maintain data integrity throughout each transition.
• Strong written and verbal communication skills, with the ability to present complex data insights in a clear and concise manner.
• Salesforce experience is required.
• Experience managing complex projects and working with deadlines required.

Preferred Qualifications:

• Salesforce Platform Administrator certified.
• Experience working with vendors.

The primary location for this job posting is in New York, but other locations may be listed. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location. The anticipated pay range for this position is as follows:

New York: $81,600 - $110,400 per year.Boston, Delaware, Washington, D.C.: $73,100 - $98,900 per year.

The compensation for this position may include a discretionary year-end merit bonus based on performance. We offer a highly competitive salary and benefits package.

Benefits information can be found here. Equal Opportunity Employer (EOE).