CRM & Data Analyst

Job Title: CRM & Data Analyst

Department: Sales Operations / Marketing / Business Intelligence

Reporting To: Head Sales Operations / Marketing Head / Business Analytics

Location: HO

Job Purpose

The CRM & Data Analyst will be responsible for managing CRM data, ensuring data accuracy, generating insights, and enabling informed business decisions through structured reporting and analytics. The role bridges sales, marketing, and leadership by converting raw data into actionable intelligence.

Key Responsibilities

1. CRM Management & Data Governance

• Own and manage the CRM system (data integrity, structure, hygiene, and compliance)
• Ensure accurate and timely updating of leads, opportunities, customers, and pipeline data
• Define and enforce CRM usage standards across sales and marketing teams
• Coordinate with IT or vendors for CRM enhancements and issue resolution

2. Data Analysis & Reporting

• Develop and maintain dashboards, MIS reports, and performance trackers
• Analyze sales pipeline, conversions, winloss trends, and customer behavior
• Provide periodic insights to leadership on sales effectiveness and forecasting accuracy
• Support monthly, quarterly, and annual business reviews with data-backed analysis

3. Sales & Marketing Enablement

• Support sales teams with lead tracking, funnel analysis, and opportunity insights
• Analyze campaign performance, lead sources, ROI, and customer segmentation
• Assist in defining KPIs, targets, and incentive-related analytics

4. Forecasting & Business Intelligence

• Build and maintain sales forecasts and pipeline health reports
• Identify risks, gaps, and growth opportunities using historical and real-time data
• Ensure data readiness for management reviews and decision-making

5. Process Improvement & Automation

• Identify opportunities for process optimization and reporting automation
• Improve CRM workflows, data capture processes, and reporting efficiency
• Support CRM adoption and training for users when required

6. Compliance & Documentation

• Ensure CRM data is audit-ready and compliant with internal controls
• Maintain documentation for data definitions, reports, and dashboards

Key Performance Indicators (KPIs)

• CRM data accuracy and completeness
• Timeliness and quality of MIS and dashboards
• Forecast accuracy and pipeline visibility
• CRM adoption and usage compliance
• Quality of insights provided to leadership

Qualifications & Experience

Education

• Bachelors degree in Business Analytics, Data Science, Statistics, IT, Engineering, or Management

Experience

• 26 years of experience in CRM management, data analysis, or sales operations
• Hands-on experience with CRM tools (Salesforce, Zoho, HubSpot, MS Dynamics, or similar)
• Experience in B2B / manufacturing / corporate environments preferred

Technical & Analytical Skills

• Strong proficiency in Excel / Google Sheets (advanced formulas, pivots, dashboards)
• Experience with BI tools (Power BI, Tableau, Looker, or similar)
• Understanding of CRM data models, pipelines, and funnels
• Basic knowledge of SQL or data querying tools is an advantage

Behavioral Competencies

• High attention to detail and data accuracy
• Strong analytical and problem-solving mindset
• Ability to work with cross-functional teams
• Ownership-driven, structured, and deadline-focused
• Strong communication skills for data storytelling

Role Expectations

• Zero tolerance for data inaccuracies
• Proactive identification of data gaps and risks
• Confidential handling of business and employee data