CRM Analyst Job Description
CRM analyst
provides business support and guidance in the domains of Salesforce, Oracle CPQ, other Marketing, Sales, and ERP tools. Works directly with the Marketing team to develop, utilize and measure seasonal and annual client contact strategies to ensure maximum penetration into the client database while also maintaining the optimal number of client contacts to balance client Life Time Value (LTV) and campaign IMROI.
CRM Analyst Duties & Responsibilities
To write an effective CRM analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyze all current and future state CRM operations, data feeds and reports for each HP region
Manages development of CRM budget
CRM data verification and database health activity and reporting
CRM maintenance and occasional end user training as needed
Develop an automated process for reporting on campaign results
Setup, monitor and analyze permanent/seasonal control group
Partner with Marketing to identify the goals of direct client contact campaigns required to support the brand’s business goals and objectives
Work directly with Marketing team to develop and implement trigger-based client contact strategies such as new client assimilation, attrition prevention or reactivation programs
Perform ad hoc analyses, as needed, to support client relationship marketing efforts, and to answer questions from requestors of client contact and performance information
CRM Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for CRM Analyst
List any licenses or certifications required by the position: SAP, CRM, SFDC, SAS, ITIL, MS, SQL, BASE, PMP, S/HANA
Education for CRM Analyst
Typically a job would require a certain level of education.
Employers hiring for the CRM analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Marketing, Statistics, Technical, Economics, Engineering, Education, Mathematics, Finance
Skills for CRM Analyst
Desired skills for CRM analyst include:
SQL
Salesforce administration and configuration
Excel
Standard capabilities of Salesforce
CRM
Recruiting and staffing processes and their impact on stakeholders
Standard business practices and professionalism in a customer service environment are essential
R
Campaign tools
Email-delivery infrastructure and how to measure and optimize sender score & inbox placement
Desired experience for CRM analyst includes:
Four-year degree required with master's degree in Statistics, Economics, Mathematics, Business, Marketing or other quantitative discipline preferred
Develop and produce timely client and market/store reports that monitor changes in the client base
Hands-on experience with a MCCM (multi-channel contact management) system, such as SAS CI, Unica, Alterian, Neolane or other appropriate platforms
Excellent written and verbal communication with the ability to share information so that co-workers and band counterparts can take action
BS or BA degree with business coursework in marketing and statistics is required
Detail oriented with the ability to muli-task
CRM Analyst Examples
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CRM Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of CRM analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM analyst
- Assist the team with other CRM customer contact efforts such as email, direct mail and phone lists for event reports and ad-hoc reports
- Supporting the CRM Manager to deliver bespoke analysis projects to optimise the use of sales tools such as SFDC and Eloqua discover Retention triggers
- Measure campaign results such as incremental lift, ROI
- Share insights throughout the marketing, merchant, and stores organization as appropriate
- Monitor daily trends in campaign performance and proactively address underlying causes of trends
- Own test and learn timeline
- Identify reporting needs/updates and document detailed requirements
- Collaborates with the retail teams to understand business questions to be addressed by customer insights
- Recommending analytics and research requirements to clients, and working with the analytics teams to ensure that our solutions are insight led
- Interpreting analytics and research into usable insights, which inform strategic communication planning
Qualifications for CRM analyst
- Knowledge in Access, SPSS and data reporting software is a distinct advantage
- 2+ years experience in campaign based forecasting, 2 + years experience in campaign test design and measurement, and/or 2+ years experience in marketing analytics
- Monitor and resolve data quality issues
- Background with Value Added Reseller KORE preferred – specifically, knowledge of Sponsorship and Suite Module
- Critical attention to detail with a high level of accountability
- Ability to work independently and exercise discretion in performing job duties
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CRM Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of CRM analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CRM analyst
- Build strong and aligned relationships with other analysts working around the business
- The candidate will need to be a keen Marketing team player, able to proactively suggest analysis to add value to the business where ever possible
- Develop circulation list and tracking codes for all emails
- Analyze email performance at a granular level to uncover insights that will inform campaign strategy and execution moving forward
- Apply statistical analysis skills to consult on and analyze results of marketing tests across multiple channels
- Scrutinize data sets and reports to ensure accuracy, validity, and data integrity
- Partner with Data Warehouse team to implement upstream data fixes as necessary to ensure data integrity
- Work closely with Marketing Channel Owners and individual Marketers to deliver on campaign success metrics
- Develops and analyzes customer reports and other KPI tools to help identify new opportunities
- Create the files for targeted marketing campaigns and surveys and proof for accuracy of selected customers
Qualifications for CRM analyst
- Relevant numerical degree (economics, statistics, or marketing/business degree with analytical experience)
- Can work independently in a structured manner
- Experience with customer call centers and common call center technologies - OpenCTI, PBX, WFM, CRM
- Experience working in either sales, product development, or operations
- Results oriented, will take ownership and proactively drive projects and change management through to completion
- Business Process Management Certification desirable
3
CRM Analyst Job Description
Job Description Example
Our company is looking to fill the role of CRM analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for CRM analyst
- Will be working with the client on solution definition for small sized projects with medium level complexity, then translating the client requirements into CRM workflows
- Will also develop Microsoft CRM strategies, best practices, and approaches
- Data analysis and data management in CRM Area
- Overall responsibility of the quality of data in CRM and backend systems
- Produce KPIs and Metrics on the data we use in CRM and where it is efficient
- 10% Track budgets for advertising expenses with program managers and marketing
- 10% Track and report out on progress made toward achieving all quarterly sales and growth targets
- Work with business stakeholders to elicit and capture their software requirements such that they are accurately reflected
- Ensure traceability is established and consistently managed amongst different requirements/requirements types on individual software delivery projects
- Work with project managers and other SQA colleagues to estimate the effort associated with the Requirements
Qualifications for CRM analyst
- Ability to interact cross-functionally with departments and with third party vendors while consistently meeting deadlines
- Flexible and an entrepreneurial mindset to work in a fast-paced organization
- Relevant degree (economics / business statistics / marketing), or equivalent commercial experience
- Solid analytical background and experience of handling large data sets
- Experience of using a Campaign Management Tool, CRM System and knowledge of data visualization packages
- Excellent ability in building statistical models
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CRM Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a CRM analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for CRM analyst
- Build data driven analysis of CRM utilization, support issues and requirements to present options for CRM GPO
- Communication of CRM system operations, features, benefits, and changes to users and stakeholders of CRM
- Work with users in the support of CRM direction around changes, issues, and enhancements and other areas that help drive the goals of CRM
- Build and execute marketing campaigns in CRM platform
- Serve as the conduit between the CRM user community and the software development/technical teams through which requirements and support flow
- Maintain and recommend improvements to hygiene of CRM system business data to maximize usability
- Provide day to day business user support of CRM system
- Deliver dashboard BI reporting of monthly campaigns for bounce backs, direct mail, text and e-mail to drive business insights
- Create segments of customers based on similar purchase patterns, and category specific recent purchases to support targeted marketing programs
- Data entry, creating fields, workflows, entities, objects, and attributes within MS Dynamics
Qualifications for CRM analyst
- Ability to clearly articulate results and make recommendations
- Strong project management skills, including the ability to work on several projects simultaneously
- A minimum of 3 years of experience in business or marketing analytics – preferably in apparel or footwear retail
- Extensive experience of working with a range of tools and packages to interrogate data and build reports
- Bachelor’s degree in quantitative disciplines (mathematics, statistics, ) Master’s degree is preferred
- 3 - 5 years’ experience in database marketing or Business Intelligence areas
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CRM Analyst Job Description
Job Description Example
Our company is looking for a CRM analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CRM analyst
- Operational support and training to the business
- Manage reference data
- Responsible for managing routine processes and procedures
- In charge of customer segmentation & profiling
- In charge of Adobe campaign set-up for campaigns
- Support on internal ERP of Nespresso
- Assess Club communication and Club Loyalty activities in close collaboration with Club Marketing, incl PPE
- Recommend new or improved marketing operations based on analytical results
- Assessment reports for all major promotional and communication activities (both short and long term)
- Adhoc analysis for internal departments (such as boutique and e-sales), both re-actively and pro-actively
Qualifications for CRM analyst
- Ability to work in a quick and multi-cultural environment
- Dedicated to develop the CRM expertise in the environment of premium lifestyle brands
- Experience with application integration and developing workflow and functional Use Cases
- Basic understanding of software development lifecycle methodologies (including waterfall, RUP, and/or Agile) and industry best practices
- Proven track record of the ability to identify and interpret business requirements into application (functional) requirements and IT solutions
- Proven ability to articulate application requirements and functionality to IT peers