Perform high-volume data entry with exceptional accuracy
Maintain customer, account, and transaction records within the CRM
Conduct regular audits to identify duplicates, incomplete records, and inconsistencies
Develop and enforce data standards, validation rules, and quality controls
Implement SQL-based checks to monitor anomalies and prevent data degradation
Write and maintain SQL queries for segmentation, reporting, and validation
Build reusable query libraries for recurring business needs
Support ad-hoc analysis requests across sales, marketing, and operations
Monitor data quality metrics and recommend process improvements
Design and maintain automated customer journeys and lifecycle workflows
Build conditional triggers and logic-based segmentation using CRM tools and SQL
Configure nurture campaigns, onboarding sequences, re-engagement flows, and lifecycle communications
Test and optimize journey performance to ensure timely, relevant messaging
Create dashboards and reports on data quality, journey performance, and engagement metrics
Track completeness rates, error rates, and compliance with data standards
Build automated alerts and scheduled validation checks

Bachelor’s degree in Business, Information Systems, Data Management, Marketing, or related field
1–2 years of experience in CRM data management, marketing operations, or similar role
Proficiency in SQL (data extraction and manipulation)
Advanced Excel skills (XLOOKUP, INDEX/MATCH, pivot tables, Power Query)
Experience building email automation workflows and lifecycle campaigns
Experience with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar
Strong attention to detail and commitment to data accuracy
Excellent organizational and communication skills
Ability to manage multiple priorities independently

Medical, dental, vision, and generous PTO
Competitive Compensation: Salary, bonus eligibility, and 401(k) matching
Hybrid Flexibility: 3 days per week in our Dallas office
Growth Opportunity: Join a profitable, scaling company building modern, AI-enabled infrastructure

Dynamics CRM Data Analyst

Key skills