CRM Analyst

Position Description

The CRM Business Analyst (HubSpot & Analytics) is responsible for managing, optimizing, and analyzing Worldwide Electric Corporation's CRM platform to support data-driven decision-making across sales, marketing, and customer support functions. This role combines CRM administration, reporting development, and advanced analytics to transform CRM data into actionable business insights.

Responsibilities

• HubSpot Administration & Governance
• Administer the HubSpot platform: Manage users, permissions, configurations, and system settings to support operational needs.
• Maintain data integrity: Implement data governance practices including deduplication, validation, and standardized data entry processes.
• Manage CRM architecture: Maintain and optimize CRM objects, properties, pipelines, workflows, and automation processes.
• Provide user support and troubleshooting: Serve as the primary internal contact for HubSpot-related questions, issues, and technical assistance.
• Evaluate integrations and enhancements: Identify and implement new tools, integrations, and platform features to improve system capabilities.
• CRM Reporting & Dashboard Development
• Develop CRM reporting frameworks: Design and maintain advanced reports and dashboards to support sales, marketing, and leadership teams.
• Standardize KPI tracking: Monitor metrics related to pipeline health, lead conversion, revenue generation, and customer retention.
• Automate reporting processes: Build automated dashboards and recurring reports to improve visibility and reduce manual reporting tasks.
• Provide executive insights: Deliver clear, data-driven summaries to support strategic planning and operational decisions.
• Data Analytics & Business Insights
• Conduct deep-dive performance analysis: Evaluate sales performance, customer behavior, and lifecycle trends to identify improvement opportunities.
• Identify revenue optimization opportunities: Detect inefficiencies within the sales funnel and highlight areas for margin improvement.
• Perform segmentation and trend analysis: Utilize cohort analysis and data modeling to uncover patterns and growth opportunities.
• Translate data into business insights: Present findings in a clear and actionable format for leadership and operational teams.
• CRM Optimization & Process Improvement
• Act as the HubSpot subject matter expert: Maintain strong knowledge of platform capabilities and best practices.
• Enhance CRM workflows: Collaborate with stakeholders to improve lead scoring, attribution tracking, and workflow automation.
• Improve system usability: Continuously refine CRM processes to enhance user adoption and reporting accuracy.
• Support training and adoption: Provide guidance and training to CRM users across departments to ensure consistent system usage.
• Market Intelligence & Business Analysis
• Integrate market and competitor insights: Incorporate competitive data and external intelligence into CRM reporting structures where applicable.
• Analyze pricing and positioning: Evaluate competitor pricing trends, product positioning, and market penetration.
• Support wholesale channel analysis: Analyze distributor and channel partner performance within the CRM ecosystem.
• Assess customer profitability: Evaluate customer lifetime value, discount structures, and volume-based sales strategies.
• Cross-Functional Collaboration
• Partner with key departments: Work closely with Sales, Marketing, Finance, and Operations to align CRM reporting with business priorities.
• Communicate complex insights clearly: Translate analytical findings into actionable recommendations for non-technical stakeholders.
• Support leadership initiatives: Provide ad hoc analysis and reporting to assist with strategic decision-making.
• Drive data-informed culture: Encourage adoption of CRM insights across the organization to improve decision-making and performance.

Qualifications

• Required:
• Bachelor's degree in Business, Analytics, Finance, Computer Science, Marketing, or related field
• 3+ years of experience in CRM analytics, business analysis, or sales operations
• Hands-on experience administering HubSpot CRM (MarketingHub, SalesHub, ServiceHub, DataHub), including reporting and data management
• Advanced proficiency in Microsoft Excel (pivot tables, formulas, and data analysis)
• PREFERRED:
• Experience in wholesale, distribution, or B2B industrial environments
• Familiarity with competitive intelligence tools and market research platforms
• Experience using business intelligence tools such as Power BI, Tableau, or similar
• Working knowledge of SQL or data extraction tools