CRM Operations & Analytics Executive

About Frost & Sullivan

Frost & Sullivan, the Growth Pipeline Company, has spent more than 60 years partnering with clients to develop transformational growth strategies by focusing on innovation and growth opportunities driven by disruptive technologies, mega trends, emerging markets and new business models. Today, more than ever before, companies must innovate, not only to survive, but thrive in the future. Our Growth Pipeline Management (GPM) system supports clients by identifying and evaluating new growth opportunities and serves as the foundation for continuous growth. This is your opportunity to be part of a revolutionary global team that truly inspires positive global changes. Learn more about Frost & Sullivan: https://www.frost.com/about/

About The Role

As a CRM Operations & Analytics Executive/Senior Executive, you will support the organizations CRM Centricity and Data Transformation initiatives. The role will focus on strengthening CRM governance, ecosystem account development, workflow automation, and analytics enablement to improve enterprise visibility and reporting accuracy.

You will work closely with cross-functional stakeholders to standardize CRM data structures, enhance parent-child hierarchy mapping, support Transformation Journey integration, and enable reporting and automation enhancements within the Microsoft ecosystem.

Key Responsibilities

CRM Data Governance & Standardization

• Support CRM database restructuring, entity alignment, and hierarchy standardization.
• Assist in ecosystem account enrichment and Transformation Journey mapping.
• Perform data validation and quality checks to ensure compliance with governance standards.

Workflow Automation & Process Enablement

• Configure and manage workflows within Microsoft Dynamics 365.
• Develop and maintain Power Automate flows for approvals, notifications, and data updates.
• Strengthen quality check mechanisms to improve data accuracy and operational consistency.

Analytics & Reporting

• Build and maintain interactive dashboards in Microsoft Power BI to track CRM, ecosystem, and performance metrics.
• Support data extraction, validation, and reporting using SQL where required.
• Demonstrate working familiarity with Microsoft Fabric and its role in the broader analytics ecosystem.

Documentation & Continuous Improvement

• Maintain CRM process documentation and support training initiatives.
• Identify opportunities to streamline workflows and improve reporting frameworks.

  Required Competencies

• We are seeking a motivated and detail-oriented individual with 13 years of relevant experience, capable of collaborating effectively across multiple stakeholders.
• Technical Skills

• Working knowledge of Microsoft Dynamics 365 (workflows, business rules, entity structures).
• Hands-on experience with Microsoft Power Automate.
• Basic to intermediate proficiency in SQL for data validation and reporting support.
• Experience building dashboards and reports using Microsoft Power BI.
• Familiarity with Microsoft Fabric or modern data ecosystems is an added advantage.
• Soft Skills:
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• A customer-centric mindset with the ability to prioritize tasks effectively.
• A proactive approach to learning new tools and technologies.
• Education: Bachelors degree in any discipline.

Why Join Frost & Sullivan

• Work with a global team that values collaboration, innovation, and excellence.
• Develop expertise in identifying and leveraging Growth Opportunities to drive business success.
• Benefit from structured career paths and continuous learning opportunities.
• Be part of a company that values work-life balance, offering a flexible work environment.
• Gain exposure to diverse industries and disruptive trends, shaping the future of businesses worldwide.

What Makes You a Good Fit

• You are curious about how systems, data, and processes connect, and enjoy identifying opportunities to improve efficiency and structure.
• You take ownership of tasks and can independently drive execution while collaborating with cross-functional stakeholders.
• You are comfortable working with data, dashboards, and CRM systems, and enjoy translating information into actionable insights.
• You are detail-oriented and disciplined, ensuring high standards of data accuracy and governance.
• You thrive in a structured yet evolving environment and are motivated by contributing to larger transformation initiatives.
• You are proactive in learning new tools and technologies within the Microsoft ecosystem to enhance reporting and automation capabilities.

Equal Opportunity Employer

Frost & Sullivan is committed to creating an inclusive work environment. We recruit and hire without regard to race, religion, gender, marital status, age, disability, national origin, or sexual orientation.

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