CRM/RevOps Analyst

FinTitan•Atlanta, 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, solve day-to-day system problems, and help operations teams and leadership act on accurate, timely insights. The environment is fast-paced and high-volume, requiring independence, attention to detail, and comfort shifting priorities. The position focuses on administering CRM pipelines and related tools, improving data quality, creating dashboards and recurring reports, investigating issues, and streamlining workflows. It also supports reporting across the existing client portfolio, including accounts receivable status and clients receiving credit-related support after paying their fees. The analyst will partner with Operations and Technology colleagues and help administer AI tools and incorporate AI-supported workflows into reporting as appropriate.

Requirements

Hands-on experience administering a CRM instance, including workflows, reporting, permissions, and troubleshooting; HubSpot is preferred, and Salesforce or GoHighLevel experience is also relevant.
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

Associate or bachelor’s degree in business administration, information technology, or a related field preferred.
Experience in fintech or accounting is a plus.
Prior AI experience is a plus; interest in learning AI-supported reporting workflows is welcome.

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; identify anomalies, trends, and data-integrity issues.
Conduct ad hoc investigations and translate complex information into clear, actionable findings.
Support reporting across the existing client portfolio, including accounts receivable status and clients continuing to receive 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.