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
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What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
