CRM Marketing Operations Analyst

CRM & Marketing Operations Analyst

Position Summary

Compulink Technologies is seeking an energetic, detail-oriented, and proactive CRM & Marketing Operations Analyst to support the company's CRM administration, data management, reporting, and marketing activities.

This position will be responsible for maintaining the company's Zoho CRM environment, ensuring the accuracy and consistency of customer and sales data, preparing reports, and supporting the company's marketing and communications activities.

The ideal candidate is highly organized, comfortable working with data and technology, communicates effectively across departments, and is able to learn new systems and business processes quickly.

Key Responsibilities

•           Administer and maintain the company's Zoho CRM system and support day-to-day CRM operations.

•           Maintain accurate customer, contact, lead, opportunity, and sales-related data.

•           Review CRM records for completeness, accuracy, duplication, and consistency, and perform routine data cleanup.

•           Manage basic CRM configurations, including fields, views, templates, reports, dashboards, user access, and workflows.

•           Assist employees with Zoho CRM questions and troubleshoot routine system or data issues.

•           Import, export, organize, and validate data between Zoho CRM, Excel, and other business systems.

•           Prepare recurring and ad hoc CRM reports and dashboards for management.

•           Analyze customer, sales, lead, and marketing data to identify trends, discrepancies, and items requiring follow-up.

•           Maintain CRM procedures, documentation, and data standards.

•           Support coordination between Sales, Operations, Accounting, and management when CRM information is needed for business processes or reporting.

•           Manage and maintain the company's social media presence.

•           Create and publish company updates, promotional content, product and vendor information, company news, and other marketing communications.

•           Assist with marketing campaigns, customer communications, and promotional activities.

•           Coordinate with manufacturers, distributors, and business partners to obtain and organize marketing materials.

•           Assist with presentations, flyers, promotional materials, and other company communications.

•           Monitor basic marketing performance metrics and prepare summary reports as needed.

•           Conduct basic market, customer, and competitor research.

•           Perform additional CRM, data, marketing, and administrative projects as assigned.

Qualifications

•           Bachelor's degree in Business Administration, Marketing, Information Systems, Data Analytics, or a related field required.

•           Minimum 2 years of relevant professional experience in CRM administration, data management, sales operations, marketing operations, or a related field.

•           Hands-on experience with Zoho CRM required.

•           Strong Microsoft Excel skills, including PivotTables, formulas, lookups, sorting, filtering, and data organization.

•           Strong analytical and numerical skills with excellent attention to detail.

•           Excellent verbal and written English communication skills.

•           Strong organizational and time-management skills.

•           Ability to coordinate effectively across departments and with management.

•           Strong problem-solving skills and ability to investigate data or system issues independently.

•           Ability to manage multiple assignments and follow through on outstanding tasks.

•           Quick learner who is comfortable learning new systems and business processes.

•           Energetic, proactive, dependable, and willing to take ownership of assigned responsibilities.

Preferred Qualifications

•           Experience creating reports and dashboards in Zoho CRM.

•           Experience with social media management or digital marketing.

•           Experience with email marketing or promotional campaigns.

•           Experience working with CRM data, customer databases, or sales pipeline data.

•           Experience in technology, B2B sales, distribution, or professional services.

•           Basic knowledge of Power BI, SQL, or other reporting tools is a plus, but not required.