Unanet CRM Architect & BI Lead

Anchor QEA; New York, Town of Camillus (NY, NY); On-site; USD 103,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

Vacation days

Sick time

401k match

Job summary

Anchor QEA seeks an experienced Unanet CRM Administrator to lead system governance, configuration, and integration efforts across offices. You will own the CRM roadmap, build BI dashboards, and ensure data quality to support growth.

You will collaborate with Market Sectors, Finance, and IT to deliver scalable CRM solutions and actionable insights for business development and forecasting.

Qualifications

• 8-10 years of progressively responsible experience in CRM administration, CRM analysis, sales operations, marketing systems, business intelligence, or a related field.
• Bachelor’s degree in business, information systems, data analytics, marketing, finance, or a related field, or equivalent experience.
• Significant hands-on Unanet CRM administration experience in an enterprise or multi-office environment.

Responsibilities

• Serve as Anchor QEA’s administrator and internal expert for Unanet CRM.
• Develop dashboards and reports that provide visibility into pipeline, activity, and forecasts.
• Design automations to reduce duplicate entry and improve data quality.
• Lead CRM improvement projects from requirements to deployment and training.

Skills

Unanet CRM Administration

Power BI

Data governance

CRM reporting

Excel

SQL

Systems integration

Education

Bachelor’s degree in business, information systems, data analytics, marketing, finance, or related field

Tools

Unanet CRM

Power BI

SharePoint

SQL

Job description

Anchor QEA seeks an experienced Unanet CRM Administrator to lead system governance, configuration, and integration efforts across offices. You will own the CRM roadmap, build BI dashboards, and ensure data quality to support growth.

You will collaborate with Market Sectors, Finance, and IT to deliver scalable CRM solutions and actionable insights for business development and forecasting.