Junior CRM Associate Analyst

fouressynergy; Cary (NC); On-site; USD 50,000 - 65,000; Full time

Job summary

A growing company in business intelligence is seeking a detail-oriented Junior CRM Associate Analyst. You will maintain and optimize the Zoho CRM ecosystem, assist in cross-functional meetings, and identify operational gaps. The position requires a Bachelor's degree and 0-2 years of relevant experience. Strong communication skills and proficiency in CRM systems are essential. This role is pivotal for translating business needs into effective CRM workflows and ensuring data integrity.

Qualifications

• 0–2 years of experience in CRM administration or business analysis.
• Strong understanding of CRM concepts like pipelines and lead management.
• Excellent attention to detail and structured data standards.

Responsibilities

• Assist in administration, maintenance, and improvement of the Zoho CRM system.
• Support in streamlining CRM workflows and ensuring data accuracy.
• Participate in weekly scrum and business review meetings.

Skills

CRM administration

Data analysis

Excel / Google Sheets

Verbal communication

Written communication

Education

Bachelor’s degree in Business Administration or related field

Tools

Zoho CRM

HubSpot

Salesforce

Job description

Cary, United States | Posted on 03/30/2026

Fouress Synergy LLC is looking for a detail‑oriented and proactive Junior CRM Associate Analyst to join our growing Business Intelligence & CRM team. This is a hands‑on support role where you’ll work closely with our Data Analyst to maintain and optimize our Zoho CRM ecosystem, assist in cross‑functional scrum meetings, and help identify and close operational gaps across our business processes.

If you’re someone who thrives at the intersection of business operations and technology — and can translate business needs into CRM workflows — this role is built for you.

Key Responsibilities

• Assist in the administration, maintenance, and continuous improvement of the Zoho CRM system (modules, pipelines, views, automations, and data hygiene).
• Support the BI & CRM team in streamlining CRM workflows and ensuring data accuracy across leads, contacts, deals, and vendor records.
• Participate in and assist with weekly scrum and business review meetings — taking structured notes, tracking action items, and following up on pendancies.
• Help identify business process gaps and propose practical CRM‑based solutions in coordination with the senior analyst.
• Assist in lead data processing, formatting, and uploading across trade verticals (polymers, petrochemicals, agro commodities).
• Support the team in new CRM feature rollouts, integrations, and Zoho One suite expansions.
• Help maintain trackers, dashboards, and reports for sales pipelines, procurement, and operational KPIs.
• Coordinate documentation and communication for internal projects as directed.

Requirements

• Bachelor’s degree in Business Administration, Information Systems, Commerce, or a related field.
• 0–2 years of experience in CRM administration, business analysis, or operations support.
• Strong understanding of CRM concepts — pipelines, lead management, workflows.
• Proficiency in Excel / Google Sheets for data cleaning and basic analysis.
• Excellent written and verbal communication skills in English.
• High attention to detail and ability to follow structured data standards.

Preferred Qualifications

• Hands‑on experience with Zoho CRM or similar platforms (HubSpot, Salesforce).
• Familiarity with the Zoho One suite.
• Understanding of B2B trade, import/export, or commodity markets.