CRM & Sales Operations Analyst
Mid-level Professionals | Senior Professionals |
Fishers
CRM & Data Management
- Maintain and update CRM records, opportunities, contacts, and account information
- Review and clean data to ensure consistency and accuracy
- Support ongoing CRM maintenance and standardization efforts
- Assist with data imports, exports, and list management
- Help maintain account segmentation and targeting lists
- Support adoption and consistent use of CRM processes
Reporting & Sales Support
- Prepare recurring sales reports, dashboards, and tracking files
- Update pipeline reporting and support weekly sales reviews
- Assist with preparation of presentations and meeting materials
- Track sales activities and support reporting accuracy
- Help organize and maintain sales documentation
Administrative & Process Coordination
- Support coordination between sales, marketing, finance, and delivery teams
- Help ensure information is transferred accurately between teams
- Maintain organized records and supporting documentation
- Assist with process updates and administrative follow-up items
- Support trade shows, events, and internal sales coordination activities as needed