Job Description

CRM Cleanup and Business Intelligence Specialist – Salesforce

**W2 contract** Hybrid out of New York, NY ** Target $55-60/hr

Our client is seeking a detail-oriented and analytical professional to join their team as a CRM Cleanup & Business Intelligence Specialist. In this role, you will be responsible for maintaining the integrity and accuracy of our CRM system by identifying and resolving data inconsistencies, duplicates, and hygiene issues. You will also leverage business intelligence tools to analyze clean, consolidated data and provide actionable insights to support strategic decision-making.

Responsibilities

• Conduct regular audits of the CRM system to identify and resolve duplicate entries, ensuring data accuracy and consistency.
• Implement and enforce data hygiene protocols to remove outdated, inaccurate, or redundant records, improving system performance and user experience.
• Consolidate data from disparate sources into a unified CRM platform, streamlining access to customer information for sales, marketing, and support teams.
• Utilize SQL queries and BI tools (e.g., Tableau, Power BI) to extract, analyze, and visualize CRM data, providing insights for business strategy development.
• Collaborate with cross-functional teams to define and enforce data governance policies, ensuring compliance with industry standards and best practices.
• Develop and maintain dashboards and reports to track CRM health metrics, identify trends, and monitor data quality.
• Conduct root cause analysis of data discrepancies and implement solutions to prevent future occurrences.
• Support targeted marketing campaigns and revenue growth by refining customer segmentation based on cleaned CRM data.
• Develop ROE (rules of engagement) policy that allows for only cleansed and approved updates to our CRM system

Qualifications:

• Top Skills- CRM experience, Business Intelligence experience, Excel experience
• Proven experience in CRM management, data cleanup, and data hygiene (Salesforce a plus)
• Strong analytical skills with the ability to interpret data sets and derive actionable insights
• Proficiency in CRM tools (e.g., Salesforce, HubSpot) and BI tools (e.g., Tableau, Power BI).
• Experience with SQL and data querying for data extraction and analysis a plus
• Attention to detail and a problem-solving mindset.
• Excellent communication skills to collaborate with cross-functional teams and present findings effectively.

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