Sales Data & CRM Analytics Analyst

Dimensional Fund Advisors; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst, Business Data to support sales data processes and data governance across the Global Client Group. You will work with sales, operations, and technology to maintain client assets, cash flows, and CRM data, ensuring accuracy and timely reporting.

The role involves collaborating with global stakeholders, identifying data gaps, and helping define business processes around customer data in Dynamics CRM and related systems.

Qualifications

• Bachelor’s degree required; coursework in mathematics, statistics, information systems, computer science, or finance/accounting is preferred.
• 1–2 years’ experience in consulting, data analytics, business analysis, or similar role (includes internships).
• Excel, SQL, and Python skills are required.
• Experience with Snowflake or similar platforms is preferred.
• Experience with CRM (especially Microsoft Dynamics) and data visualization tools (Power BI, Tableau) a strong plus.

Responsibilities

• Collaborate with sales teams to maintain critical client and asset data in various sales systems, including CRM and other internal reporting systems.
• Proactively identify data gaps and help eliminate data discrepancies across sales systems.
• Communicate data analysis and updates for technical and non-technical audiences.
• Help define requirements for business processes and projects involving customer data in Dynamics CRM and other internal systems, such as Dimensional’s client asset reporting system.

Skills

Excel

SQL

Python

Snowflake

CRM (Microsoft Dynamics)

Education

Bachelor’s degree

Tools

Power BI

Tableau

Microsoft Dynamics CRM

Job description

Dimensional Fund Advisors is seeking an Analyst, Business Data to support sales data processes and data governance across the Global Client Group. You will work with sales, operations, and technology to maintain client assets, cash flows, and CRM data, ensuring accuracy and timely reporting.

The role involves collaborating with global stakeholders, identifying data gaps, and helping define business processes around customer data in Dynamics CRM and related systems.