Position Summary
We are seeking a Data & CRM Analyst to take full ownership of key data sources across our business — including carrier commissions, customer lifecycle metrics, and CRM insights.
This role is pivotal in building data-driven reporting tools, streamlining analytics pipelines, and empowering our sales and marketing teams with actionable intelligence that drives growth and profitability.
Key Responsibilities
- Retrieve, synthesize, and present data in a clear and actionable format aligned with business objectives
- Analyze customer lifecycle trends, retention rates, and lifetime value metrics
- Develop and enhance dashboards and reports to support sales and operational performance
- Identify opportunities to improve KPI frameworks and data workflows
- Collaborate with marketing, operations, and management teams to guide CRM strategy
- Use tools such as Excel, Google Sheets, Google Data Studio, and Pipedrive CRM for reporting and analysis
- Build automated workflows and data integrations using tools like Zapier
- Present findings and strategic recommendations through data visualizations, reports, and presentations
- Apply statistical analysis or machine learning where applicable to optimize business processes
Required Skills
- Advanced Excel skills (pivot tables, data modeling, complex formulas)
- Strong understanding of CRM systems and data integration workflows
- Proficiency with Google Data Studio or similar BI tools
- Ability to learn and adapt quickly to new data tools and environments
- Experience with Zapier or equivalent automation tools
- Analytical mindset with excellent attention to detail
- Strong communication skills — able to explain insights to technical and non-technical audiences
Nice to Have
- Basic knowledge of SQL, Python, or Machine Learning
- Familiarity with telecom or enterprise sales metrics
Job Type: Full-time
Application Question(s):
- Industry you have worked in?
- Age?
- Current salary?
- Expected salary?
Experience:
- relevant industry: 4 years (Preferred)
Work Location: In person