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CRM Analyst

2 months ago

Toronto, Canada Contegix Full time

**CRM Analyst (Remote)**

Contegix (Formerly Blended Perspectives) is one of the fastest-growing leading Atlassian Solutions Partner with a focus on supporting value-added expertise with the Atlassian suite of products.

We are looking for an **CRM Analyst **to** join our growing team. The **CRM Analyst** is a key role responsible for organizing customer data. The position will ensure that comprehensive and accurate customer information is available for organizational success.

**Responsibilities**
- Ensure all sales operational processes are carried out in an efficient and cost-effective manner
- Oversee and manage sales forecasting process
- Responsible for liaising with Sales, Finance and Project Management teams to ensure data flow to CRM
- Be the lead CRM admin to oversee and manage permissions, access controls and future development
- Manage data collection and updating opportunities in CRM
- Maintaining data accuracy at all times (tickets, opportunities, reports)
- Creating/updating reports for open and active opportunities
- Monitor CRM issues as needed
- Liaise with 3rd party consultants for system enhancements
- Provide timely communication and maintain excellent working relationships with all stakeholders (internal and external)
- Responsible for the formulation and execution of internal special projects
- Other duties as required and as requested by management

**Qualifications**
- 1-3 years experience in a sales operations role
- Post secondary education in Business, Operations management, Marketing or a related field is an asset
- Excellent organizational and problem-solving skills with strong attention to detail
- Excellent communication skills (verbal, written) across all levels of stakeholders
- Individual who is focused on continuous improvement for the business and teams
- Experience using Excel to project forecasts and updates
- Ability to manage projects and meet deadlines
- Nice to have - experience working at a Software/IT Company
- Nice to have - Dynamics experience or other CRM systems an asset

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