Analyzes, optimizes, and supports Salesforce and other CRM systems. Responsibilities include improving workflows, maintaining data quality, gathering requirements, developing reports and dashboards, troubleshooting issues, supporting integrations, training users, and testing enhancements.
This is a remote position.
The CRM Analyst will be responsible for analyzing, optimizing, and supporting CRM and service management systems, including Salesforce and other CRM tools. The role focuses on improving customer workflows, ensuring data quality, supporting business users, and enabling effective use of CRM systems across the organization.
Key Responsibilities
- Analyze and optimize CRM workflows and customer service processes.
- Support configuration and enhancement of Salesforce and other CRM platforms.
- Monitor CRM data quality, integrity, and consistency.
- Gather and document business requirements for CRM improvements.
- Support reporting and dashboard development for customer and service metrics.
- Assist in troubleshooting CRM system issues and user support requests.
- Collaborate with Product, IT, and Business teams to improve CRM functionality.
- Support CRM integrations with other enterprise systems.
- Conduct user training and support adoption of CRM tools.
- Participate in system testing and validation for CRM enhancements.
Required Qualifications
- 5-8 years of experience working with CRM systems or enterprise service platforms.
- Hands-on experience with Salesforce or similar CRM/service tools.
- Strong analytical and problem-solving skills.
- Experience working in Agile or structured delivery environments.
Technical & Functional Skills
- CRM systems: Salesforce, Dynamics, or similar
- Data analysis and reporting
- Workflow analysis and process improvement
- Requirements gathering and documentation
- Dashboard and KPI reporting
- Basic SQL or data querying
Similar Jobs
Information Technology • Biotech • Consulting • Pharmaceutical
Serve as a functional Commercial CRM Business Analyst for life-sciences CRM implementations. Lead discovery, gather requirements, create user stories and process maps, author UAT/test scripts, support pre-sales scoping, and liaise between business stakeholders, solution architects, and developers to ensure commercial workflows and Agentforce use cases are implemented effectively.
Top Skills:
AgentforceIqvia OceSalesforceSalesforce Life Sciences CloudVeeva CrmVeeva Vault Crm
.png){kind=logo}
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Supports IT services for remote operations and live events, including endpoint devices, network connectivity, infrastructure kits, inventory, documentation, dashboards, and vendor coordination. Partners with broadcast engineering, digital, and corporate security teams to integrate broadcast and IT technologies. Implements technology and AI initiatives, manages projects, and provides onsite support at remote events. Requires extensive travel, overtime, weekends, and five-day onsite office work.
Top Skills:
DesktopsGrafanaLan/WanLaptopsMicrosoft CopilotMobile DevicesRoutersSelectoraiSevoneSnmpSwitches
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Leads DevOps and platform engineering initiatives across AWS cloud infrastructure, CI/CD, Kubernetes, Infrastructure as Code, observability, security, and SRE. Builds scalable platforms supporting consumer applications, data, machine learning, and AI workloads. Develops MLOps and AI platform capabilities, automates provisioning and operations, improves reliability and cost efficiency, and partners across engineering, data, security, and architecture teams. Provides technical leadership and mentorship while remaining a hands-on individual contributor.
Top Skills:
AWSAws CodepipelineCi/CdCloudFormationCloudwatchDatadogDockerDynamoDBEc2EcsEksElkGithub ActionsGitlab Ci/CdGitopsGrafanaIamInfrastructure As CodeJenkinsKubernetesLambdaLlmsAzureMlopsModel Context Protocol (Mcp)OpentelemetryPrometheusRdsS3SplunkSreTerraformVector DatabasesVpc
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
