CRM Data Specialist

Philips•Murrysville, PA

1d•Hybrid

About The Position

As the CRM Data Specialist, you will lead the innovation and optimization of CRM systems, with a strong focus on data integrity, to enable data-driven decision-making and enhance performance across sales, marketing, and internal teams within the Sales Enablement organization. Your role involves leading the development and execution of comprehensive CRM analysis projects, providing strategic insights and recommendations to management for driving business growth and sales performance. You will also assist with live and web-based training for sales associates related to the system and provide support to individuals using the system as needed. Additionally, you will optimize and streamline Salesforce automation systems, ensuring they are effectively utilized to enhance sales operations and data accuracy. A key responsibility is producing monthly error reports, compiling findings, tracking trends, and developing solutions to enhance the accuracy of the system. You will work under limited supervision and broad guidelines, regularly applying independent judgment on matters of significance to drive project success and compliance.

Requirements

2+ years of experience in data analytics, with the ability to analyze, interpret, and merge large datasets across multiple systems or platforms.
Proficiency in Excel with a demonstrated ability to perform advanced formulas & functions (VLOOKUP/XLOOKUP), pivot tables & data analysis, and data automation & workflow efficiency (macros/tools like Power Query).
Thorough understanding of SAP and Salesforce.
Strong communicator and team player.

Nice To Haves

Experience building dashboards with Power BI or Tableau.

Responsibilities

Leading the development and execution of comprehensive CRM analysis projects, providing strategic insights and recommendations to management for driving business growth and sales performance.
Assisting with live and web-based training for sales associates related to the system and providing support to individuals using the system as needed.
Optimizing and streamlining Salesforce automation systems ensuring they are effectively utilized to enhance sales operations and data accuracy.
Producing monthly error reports, compiling findings, tracking trends, and developing solutions to enhance the accuracy of the system.
Working under limited supervision and broad guidelines, regularly applying independent judgment on matters of significance to drive project success and compliance.