CRM/RevOps Analyst

FinTitan•Peachtree City, GA

About The Position

ERTC.com is seeking a hands-on CRM / Revenue Operations Analyst to strengthen the systems, data, and reporting that support its existing client portfolio. The role combines CRM administration, data analysis, actionable reporting, and workflow improvement. The analyst will maintain reliable information, resolve day-to-day system problems, and help operations teams and leadership make decisions using accurate, timely insights. The work takes place in a fast-paced, high-volume environment and requires independence, attention to detail, and comfort shifting priorities.

Requirements

Hands-on experience administering a CRM instance, including workflows, reporting, permissions, and troubleshooting.
Strong spreadsheet skills in Excel or Google Sheets, comfort working with large datasets, and experience building dashboards and actionable reports.
Analytical, detail-oriented approach to data integrity and problem-solving.
Self-directed ownership, strong communication, and ability to manage competing requests and short deadlines in a fast-moving environment.

Nice To Haves

HubSpot experience; Salesforce or GoHighLevel (GHL) experience is also relevant.
Prior AI experience; it is a plus but not required.
Associate or bachelor’s degree in business administration, information technology, or a related field.
Experience in fintech or accounting.
Interest in learning AI-supported reporting workflows.

Responsibilities

Administer and maintain CRM pipelines, permissions, list views, workflows, automations, and integrations, with a focus on HubSpot.
Independently troubleshoot CRM and reporting issues, investigate root causes, and implement practical solutions.
Improve system usability and help project managers and team leaders access, adjust, and interpret reports and targeted lists.
Build, maintain, and improve dashboards, targeted lists, daily reports, and recurring weekly and monthly leadership reporting.
Clean, reconcile, and validate large structured and unstructured datasets from multiple sources, identifying anomalies, trends, and data-integrity issues.
Conduct ad hoc investigations and turn complex information into clear, actionable findings.
Support reporting across the existing client portfolio, including accounts receivable status and clients receiving credit-related support after paying their fees.
Partner with Operations and Technology colleagues to streamline workflows and improve reporting consistency, accuracy, speed, and accessibility.
Identify opportunities to automate repetitive work and design scalable reporting and CRM processes.
Help administer AI tools and incorporate AI-supported workflows into reporting as appropriate.