Commercial Ops Analyst
Date de publication : 18/10/2024
Requisition ID : 25394
SUMMMARY:
The Commercial Data Analyst will support Marketing Operations with day-to-day tasks involving leads, Salesforce data management, and reporting. The role will primarily focus on conducting audits within Salesforce, serving as a liaison for Client Development technology, and helping with data cleanliness related to our target market. They will also assist with daily lead verification, allocation, and target list creation, as well as collaborating with bigger data projects and analysis of opportunity, lead, contact, and other CRM data quality.
PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIES:
Role Specific:
SQM Audit governance within Salesforce
CD related opportunity audit
TAM (Total Addressable Market) Maintenance
Cleaning historic data
Contact appending / enrichment
Sector alignment and re-assignments
Client Development partner for monthly/quarterly reporting, auditing of CD data entry, data appending, dashboard/report upkeep, task re-assignation
CD Techstack POC – Apollo, Zoominfo, logging Salesforce requests on behalf of of team.
General Team Shared
Contact Us form routing for inbound leads
Reviewing inbound requests from internal stakeholders for target lists for use within marketing campaigns, and providing feedback
Support data compiling for use in presentations, quarterly reports, and specific project delivery needs
Assisting with driving data hygiene by encouraging proper data inputs into CRM (Salesforce).
Pulling data from Zoominfo or other firmographic data platforms to append contact information within the CRM.
Assisting with data compilation for Salesforce-related projects: reporting, cleaning, account creation, and contact/lead updates
QUALIFICATIONS:
Education/Certification/Experience
Bachelor’s Degree in Marketing, Business, IT, or other similar courses, or equivalent experience
Experience with Salesforce CRM reporting, administration, and dashboard building is required
At least 2 years of relevant professional experience in a corporate environment, shared services, or other similar models
Requirements:
Proficiency in MS Office tools and strong experience with O365 and Microsoft Excel
Fluency in English
Ability to self-start and work on multiple projects simultaneously
Experience with TCRM/Tableau or PowerBI
Intermediate proficiency in MS Office tools and experience with O365, with strong emphasis on Microsoft Excel
Knowledge of Salesforce Administration (including report/dashboard building, Lead/Contact management and Lead conversion)
Skills/Abilities:
- Experience managing tickets through inbound portal ticketing system
- Ability to communicate complex data points into simplified terms and share with stakeholders
- Navigating CRM system administration, such as Salesforce and being able to build dashboards/reports