CRM & Data Operations Analyst

About the role

This freelance role focuses on the administration and enhancement of CRM platforms, with a primary emphasis on Salesforce. The analyst will be responsible for configuring Salesforce, managing user permissions, and creating dashboards. A key part of the work involves ensuring the integrity of data across various systems, which includes investigating inconsistencies and recommending solutions for data quality issues.

The position also requires developing operational reports, dashboards, and key performance indicator frameworks. This involves analyzing data to provide insights into performance. Additionally, the analyst will identify and evaluate opportunities to replace manual tasks with automated and AI-assisted workflows, contributing to more efficient business processes.

Success in this role means effectively translating business requirements into documented platform solutions and process improvement proposals. The analyst will support various data and CRM needs across different departments, helping to evolve the company's operational processes and data strategies. This involves a blend of technical administration and analytical problem-solving.

The compensation for this freelance role ranges from $60,000 to $100,000 annually.

Skills that matter here

• Salesforce: This role involves administering and maintaining Salesforce, including configuration, user permissions, and dashboards, and requires a Certified Salesforce Platform Administrator qualification.
• CRM: The analyst will support the ongoing evolution of CRM platforms and processes, translating business needs into platform solutions.
• Data Operations: The role includes monitoring and maintaining data quality, investigating discrepancies, and supporting new data source onboarding.
• Data Analysis: The analyst will build and deliver operational reports, dashboards, and KPI tracking frameworks, providing performance insights through data analysis.

Who this role suits

• A candidate who is detail-oriented and possesses a strong analytical mindset.
• Someone comfortable working with data and business systems, with an ability to quickly learn new technologies.
• An individual with excellent communication skills who can effectively solve problems.
• A person with strong organizational skills capable of managing multiple priorities in a freelance capacity.

From the employer

• Administer and maintain agreed CRM platforms — including Salesforce configuration, user permissions, fields, page layouts, validation rules, automations and dashboards.
• Monitor and maintain data quality across agreed systems, investigating discrepancies, supporting new data source onboarding and delivering structured findings and remediation recommendations.
• Build and deliver operational reports, dashboards and KPI tracking frameworks, providing data analysis and performance insights.
• Identify and assess opportunities to replace manual processes with scalable automation and AI-assisted solutions.
• Support cross-functional data and CRM requirements by translating agreed business needs into documented platform solutions and process improvement proposals.

• 1-3 years of experience in Salesforce, CRM, Revenue Operations, Data Operations, or a related field.
• Certified Salesforce Platform Administrator qualification.
• Strong attention to detail and analytical mindset.
• Excellent communication and problem-solving skills.
• Comfortable working with data and business systems.
• Ability to learn new technologies and processes quickly.
• Strong organizational skills and ability to manage multiple priorities.