BI & CRM Operations Analyst

Execo; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A dynamic services firm in Cape Town is seeking a skilled BI & CRM Operations Analyst to architect data solutions for diverse client needs. The role emphasizes building dashboards, maintaining CRM integrations, and delivering impactful reporting. Ideal candidates will have over 3 years of experience in BI and CRM operations, alongside proficiency in Salesforce, HubSpot, and BI tools like Looker Studio. Join us for a collaborative and dynamic work environment.

Qualifications

• 3+ years of hands-on experience in Business Intelligence, CRM Operations, or Revenue Operations.
• Hands-on experience with Salesforce and/or HubSpot.
• Proficient with Looker Studio or similar BI platforms.
• Strong command of SQL or advanced spreadsheet functions.
• Experience designing and maintaining data integrations.

Responsibilities

• Design, build, and automate powerful dashboards in Looker Studio.
• Configure and maintain integrations between Salesforce, HubSpot, and other platforms.
• Deliver tailored reporting and automation solutions across multiple client engagements.

Skills

Business Intelligence

CRM Operations

Revenue Operations

Salesforce

HubSpot

Looker Studio

SQL

Data Integrations

Tools

Zapier

Make

Job description

Job Description

Do you love the challenge of turning messy data and disconnected systems into a single source of truth? Are you the one who gets a rush from building the perfect dashboard that finally makes everything clear? This is a role for a hands‑on problem‑solver who thrives on variety and wants to be the technical hero for multiple fast‑growing client teams, architecting the systems that drive their revenue.

Summary of Role

As our BI & CRM Operations Analyst, you are the technical backbone that empowers our client teams with clarity and efficiency. You will become a "bilingual" expert—fluent in the language of business needs and the technical language of CRMs, integrations, and BI tools. In this delivery‑focused role, you will work across a diverse portfolio of client accounts, designing and building the scalable analytics solutions that connect their tech stacks and illuminate their path to growth.

Your Impact & What You’ll Do

You won’t just be running reports; you'll be building the reliable data foundations that our clients depend on to make critical business decisions.

• Architect Clarity with Data: You will design, build, and automate the powerful dashboards (primarily in Looker Studio) that serve as the command center for our clients’ sales and marketing programs, transforming complex data into their most valuable asset.
• Build the Central Nervous System of RevOps: You will configure and maintain the critical integrations between CRMs (Salesforce & HubSpot) and other platforms, ensuring a seamless and reliable flow of data that powers everything from lead routing to revenue attribution.
• Be a Versatile Problem‑Solver for Diverse Clients: You will parachute into multiple client engagements, quickly mastering their unique tech stacks and business models to deliver tailored reporting and automation solutions that solve their biggest challenges.

Why You’ll Thrive at Execo

We’re looking for a technical expert who is obsessed with quality and driven by impact. We believe the right person for this role will identify with the following:

• You’re a Seasoned RevOps Technician: You have 3+ years of hands‑on experience in Business Intelligence, CRM Operations, or Revenue Operations and a proven track record of making systems and data work.
• You’re Fluent in the Modern Tech Stack: You have hands‑on administration experience with Salesforce and / or HubSpot and are proficient with at least one major BI platform (Looker Studio preferred). A strong command of SQL or advanced spreadsheet functions is essential.
• You’re a Natural Systems Integrator: You have a knack for connecting the dots and have experience designing and maintaining data integrations using tools like Zapier, Make, or native connectors.
• You Believe in Precision and Accountability: You have a high attention to detail and take immense pride in the quality and accuracy of your work, from data hygiene to meeting delivery timelines.
• You Flourish in a Collaborative, Onsite Environment: You value face‑to‑face teamwork and believe that the best solutions are built through the creative energy and spontaneous collaboration of an in‑office setting.