Data Analyst – CRM Support

TITLE: Data Analyst – CRM Support

TYPE: Direct Placement

LOCATION: Kennett Square, PA

ONSITE/REMOTE/HYBRID: Hybrid/2-3 days onsite

START DATE: Immediate

SHIFT: M-F 9:30am-5:30pm EST

The Data Analyst plays a vital role in ensuring the efficiency and effectiveness of the sales team. This position involves leveraging data analytics, CRM tools, and strategic insights to optimize sales processes, enhance data accuracy, and support business growth. The ideal candidate will be analytical, detail-oriented, and possess a strong understanding of sales operations, CRM systems, and advanced proficiency in data retrieval and analysis through SQL and other relevant technologies. Additionally, the Analyst will be responsible for generating insightful reports and dashboards to inform strategic decision-making.

What You Will Do

• Maintain and manage sales data in the CRM system, ensuring accuracy, consistency, and completeness.
• Analyze sales data to identify trends, patterns, and insights that can inform sales strategies and decision-making.
• Retrieve and analyze data from company databases utilizing SQL and other advanced data management tools to support data-driven decisions.
• Develop and maintain comprehensive reports and dashboards that provide actionable insights to the sales team and leadership.
• Collaborate with the sales team to identify bottlenecks and inefficiencies in the sales process.
• Propose and implement process improvements to streamline sales operations, reduce friction, and enhance productivity.
• Monitor and evaluate the effectiveness of implemented changes, making adjustments as needed.
• Act as the primary administrator for the CRM system, managing user access, data integrity, and system configurations.
• Ensure that the CRM system is aligned with the sales team's needs and company goals.
• Provide training and support to sales team members on the effective use of CRM tools and processes.
• Provide strategic insights to sales leadership based on data analysis, helping to shape sales strategies and goals.
• Prepare and present regular reports on sales performance, forecasting, pipeline management, and other key metrics.
• Create and manage dashboards that visually represent key performance indicators, supporting the sales team in achieving targets.
• Work closely with cross-functional teams, including marketing, finance, and customer service, to ensure alignment and support for sales initiatives.
• Communicate findings, insights, and recommendations clearly and effectively to sales leadership and other stakeholders.
• Foster a culture of continuous improvement within the sales team through regular feedback and collaboration.
  
  

What You Will Need

• Bachelors Degree
• 2-4 years of experience in sales operations, business analysis, or a related role.
• Proficiency in CRM systems, including Pipedrive, Zoho, Salesforce, and HubSpot.
• Advanced proficiency in data retrieval and analysis through SQL and other relevant technologies.
• Experience in creating and maintaining reports and dashboards for business intelligence purposes.
• Experience with data visualization and reporting tools.
• Knowledge of sales methodologies and frameworks.
  
  

EQUAL OPPORTUNITY EMPLOYER STATEMENT

Tava Partners provides equal employment opportunities and does not permit any form of discrimination based on race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We value diversity, inclusion, and fairness in all aspects of employment.