Sales - CRM Analyst

At Newterra, we’re engineering sustainable water and wastewater solutions that redefine how industries manage resources. Every project contributes to a cleaner, greener planet, and our design team plays a vital role in making this vision a reality. Join us as a CRM Analyst and help drive efficiency and sustainability in industries like Food & Beverage, Energy, and Manufacturing.

About the role

We are seeking a talented and detail-oriented CRM Analyst to manage and optimize our customer relationship management (CRM) system. You will enhance customer engagement, increase sales, and improve overall business performance through data analysis, CRM administration, and strategic insights. Your work will directly support our mission of providing clean and sustainable water solutions.

Responsibilities

• Manage and optimize the CRM system to enhance customer engagement and improve business performance.
• Analyze customer data and behavior to identify trends, patterns, and opportunities for improving engagement and sales.
• Generate reports, dashboards, and visualizations to communicate key metrics and insights to stakeholders.
• Conduct regular data cleansing and enrichment activities to ensure data quality and completeness.
• Collaborate with marketing and sales teams to define customer segments and develop targeted marketing campaigns.
• Utilize CRM data and analytics to identify high-value customer segments and create personalized messaging and offers.
• Monitor campaign effectiveness and recommend adjustments based on performance metrics.
• Identify gaps and inefficiencies in existing CRM processes and propose solutions for optimization.
• Work closely with cross-functional teams to implement process improvements and enhance system capabilities.
• Stay updated on CRM trends, technologies, and industry best practices to drive continuous improvement.
• Provide training and support to CRM users, ensuring they understand system functionalities and leverage them effectively.
• Collaborate with the IT team to address user issues and resolve technical challenges related to the CRM system.
• Integrate CRM data from Newterra acquisitions as required.
• Travel up to 15% may be required.

Requirements

• Bachelor's degree in business, marketing, or a related field (or equivalent experience).
• Proven experience as a CRM Analyst or in a similar analytical role.
• Strong proficiency in CRM software (e.g., Salesforce, Microsoft Dynamics) and related tools.
• Proficiency in data analysis, reporting, and visualization using tools like Excel, Power BI, or Tableau.
• Excellent analytical skills with the ability to interpret complex data and derive actionable insights.
• Solid understanding of customer lifecycle management and marketing principles.
• Strong attention to detail and the ability to handle and manipulate large datasets.
• Excellent communication and collaboration skills to work effectively with cross-functional teams.
• Experience in the water filtration or environmental industry is a plus.
• Microsoft Certification: Dynamics 365 Fundamentals (CRM) preferred.
• Proven track record of achieving measurable results.
• Ability to inspire others and drive results through effective communication.
• Proficiency in other languages is a plus.
• Experience leading a small business is a plus.

Skills

• Complex thinking and analysis.
• Excellent verbal and written communication.
• Ability to communicate strategic visions and translate strategy into action.

Physical Demands

• Ability to sit for long periods of time.
• Complex thinking and analysis required.

Work Environment

Generally, working in an office environment, however, may be required to visit production sites and be exposed to outdoor elements.

Pay

Salary range: $60,000 - $80,000 (actual salary is based on geographic location, qualifications, and experience). Bonus opportunities available.

Schedule

• Full-time, 8-hour shift.
• Monday to Friday.

Benefits

• 401(k) with employer match.
• Dental insurance.
• Employee assistance program.
• Health insurance.
• Health savings account (HSA).
• Life insurance.
• Paid time off (vacation, holidays, sick time).
• Parental leave.
• Professional development assistance.
• Referral program.
• Tuition reimbursement.
• Vision insurance.