CRM Analyst
Job Summary
Job Description
Enverus is seeking a CRM Analyst to support its Salesforce CRM platform. This role involves partnering with Sales, Marketing, Revops, and Customer Success teams to ensure data integrity, optimize business processes, and provide reporting, dashboards, and insights for strategic decision-making. The analyst will develop, update, and maintain reports and dashboards in Salesforce, monitor and maintain Salesforce data for accuracy and completeness, perform regular audits and cleanup, and support end-users by troubleshooting issues and improving CRM usage. The company is a leading energy SaaS provider with over 6,000 customers in 50 countries.
Must have:
- Bachelor's degree in Business, Information Systems, Data Analytics, or related field.
- 5 years of experience working with Salesforce CRM in an analyst role.
- Strong Excel/Salesforce reports and dashboards skillset.
- Experience with CRM best practices and sales processes.
- Analytical mindset with attention to detail and commitment to data quality.
- CRMA certification.
Good to have:
- Experience with reporting tools like Power BI
- Basic understanding of data governance or Revenue Operations principles.
- Basic understanding of process improvement.
- Power BI certification.
Perks:
- Variable Compensation
- Bonus
12 skills required
Job Details
Description
CRM Analyst
Why YOU want this position
Enverus is the leading energy SaaS company delivering highly technical insights and predictive/prescriptive analytics that empower customers to make decisions that increase profit. Enverus’ innovative technologies drive production and investment strategies, enable best practices for energy and commodity trading and risk management, and reduce costs through automated processes across critical business functions. Enverus is a strategic partner to more than 6,000 customers in 50 countries
We are currently seeking a highly driven CRM Analyst. This role offers the opportunity to join a rapidly growing company delivering industry-leading solutions to customers in the world’s most dynamic and fastest-growing sector. This role will support our Salesforce CRM platform, partnering with cross-functional teams (Sales, Marketing, Revops, Customer Success) to ensure data integrity, optimize business processes, and provide reporting, dashboards and insights that support strategic decision making.
Performance Objectives
- Develop, update, and maintain dashboards and reports in Salesforce to support sales and revenue operations.
- Maintain and monitor Salesforce data for accuracy, consistency, and completeness; perform regular audits and cleanup.
- Support end-users by troubleshooting issues, responding to data/reporting requests, and helping improve CRM usage and adoption.
- Maintain and monitor Salesforce data for accuracy, consistency, and completeness; perform regular audits and cleanup.
Competitive Candidate Profile
- Bachelor’s degree in Business, Information Systems, Data Analytics, or related field.
- 5 years of experience working with Salesforce CRM in an analyst role.
- Strong Excel/Salesforce reports and dashboards skillset is required.
- Experience working with CRM best practices and sales processes (pipeline, forecasting, account management).
- Analytical mindset with a high attention to detail and a strong commitment to data quality.
- CRMA certification
Preferred Skills
- Experience with reporting tools like Power BI
- Basic understanding of data governance or Revenue Operations principles.
- Basic understanding of process improvement.
- Power BI certification.
PHYSICAL DEMANDS
- Ability to sit for long periods, work on a computer with repetitive motions and utilize devices typically found in an office environment.
- Able to safely lift up to 35 pounds at a time using safe lifting techniques.
- Ability to communicate effectively with another person.
- Regular and predictable attendance is required.
- Ability to work in an office environment as required.
- Travel requirements: 0% or as required for company needs
This role is eligible for: Variable Compensation
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