Sales Cloud Data & Insights Lead

HDR; San Diego (CA); On-site; USD 130,000 - 150,000; Full time

Job summary

HDR is seeking a Client Data & Insights Manager to act as a strategic partner for Sales Cloud CRM, driving high-quality data, adoption, and reporting across the enterprise. You will collaborate with Marketing, Business Development, Operations, Technology, and leadership to transform Sales Cloud into a trusted tool for better decision-making.

The role emphasizes data quality, dashboards, and continuous improvement, with a focus on leveraging automation and AI to enhance productivity and user

Qualifications

• Bachelor's degree required; 8+ years in marketing technology, CRM, or related roles.
• Experience driving user adoption, training, and change management for enterprise platforms.
• Proven ability to build relationships and influence stakeholders.

Responsibilities

• System Optimization: partner with Sales Cloud CRM to support business development, marketing, and operations.
• User Adoption: design and deliver training, resources, and communications to enable effective use of CRM.
• Data Quality & Governance: establish data standards, monitor quality, and reduce duplicates.
• Business Intelligence & Reporting: design dashboards and reports to support performance and decisions.
• Continuous Improvement & Innovation: stay current with AI, automation, and best practices.

Skills

Relationship building

Analytical thinking

Change management

Process improvement

Technology

Education

Bachelor's degree in Business, Information Systems, Data Analytics, Marketing, Communications

Tools

Sales Cloud CRM

Power BI

Microsoft Excel

Job description

HDR is seeking a Client Data & Insights Manager to act as a strategic partner for Sales Cloud CRM, driving high-quality data, adoption, and reporting across the enterprise. You will collaborate with Marketing, Business Development, Operations, Technology, and leadership to transform Sales Cloud into a trusted tool for better decision-making.

The role emphasizes data quality, dashboards, and continuous improvement, with a focus on leveraging automation and AI to enhance productivity and user