As a CRM Systems Analyst (also known in-house as CRM Solutions Analyst), you do more than configure systems — you solve human problems through technology. While automation and AI can enhance workflows, this role depends on critical thinking, sound judgment, and the ability to navigate nuance. You’ll help determine what should be automated, why it matters, and how solutions should be designed to serve real people.
The CRM Systems Analyst sits at the intersection of data, systems, and decision-making, partnering with stakeholders to interpret needs, balance tradeoffs, and design solutions that technology alone cannot define. Your insight, curiosity, and ability to think contextually are what turn tools into impact.
What You’ll Do
In this CRM Systems Analyst role, you will apply solutions-oriented thinking to complex challenges by:
Gathering and analyzing user requirements to design and implement CRM solutions, automations, workflows, and integrations that improve efficiency and constituent engagement
Administering CRM configurations, releases, roles, permissions, and access controls with an emphasis on thoughtful data governance
Managing small to medium CRM projects, using judgment to prioritize requirements and deliver scalable enhancements
Partnering with users to evaluate processes, ask the right questions, and recommend improvements rooted in real-world use
Supporting CRM security, data integrity, vendor coordination, and system optimization efforts
Requirements
We’re looking for aCRM Systems Analystwho brings strong technical skills and human-centered problem solving, including:
A bachelor’s degree in computer science, information systems, or a related field
2+ years of full-time experience supporting CRM systems, enterprise applications, or business systems
Experience with integrations, data mapping, imports/exports, and relational database concepts (SQL or SOQL)
The ability to translate business needs into system solutions using logic, judgment, and collaboration
Strong organizational skills with a solutions-first mindset and comfort managing competing priorities to meet project timelines
What we want:
Salesforce Certified Business Analyst or comparable Salesforce certification
Experience with Salesforce declarative development
Experience working with one or more Salesforce clouds (i.e. Sales Cloud, Marketing Cloud, Experience Cloud, Service Cloud)
Experience administering or supporting enterprise CRM platforms, including workflow automation and business process configuration, and third-party integrations
Knowledge of data structures, DDL/DML concepts, and data quality best practices within CRM or enterprise system environments
Why You’ll Love It Here
As a CRM Systems Analyst, you’ll work in an environment that values expertise, curiosity, and thoughtful decision-making over one-size-fits-all solutions. You’ll be trusted to assess tradeoffs, recommend the right approach, and continuously improve how technology supports people. We invest in growth, value collaboration, and empower the CRM Systems Analyst to think critically, design intentionally, and solve problems in ways AI alone cannot.
Ready to Build What’s Next?
If you’re motivated by solving meaningful problems, using technology with purpose, and applying human insight where it matters most, we’d love to meet you. Apply today to become our next CRM Systems Analyst and help shape solutions that truly make a difference.
