Junior CRM Associate Analyst

FOURESS SYNERGY; Cary (NC); On-site; USD 45,000 - 55,000; Full time

Job summary

A growing business intelligence firm in Cary, North Carolina, is seeking a Junior CRM Associate Analyst to support and optimize their Zoho CRM ecosystem. This entry-level position involves maintaining CRM workflows, participating in scrum meetings, and identifying operational gaps. The ideal candidate holds a Bachelor's degree in a relevant field and has strong attention to detail. Experience with Zoho CRM or similar platforms is preferred, and excellent communication skills in English are essential.

Qualifications

• 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 like pipelines and workflows.

Responsibilities

• Assist in the administration and improvement of the Zoho CRM system.
• Ensure data accuracy across leads and contacts.
• Take notes and track action items in meetings.

Skills

CRM concepts

Data cleaning

Excel / Google Sheets

Communication skills

Attention to detail

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