CRM Systems Analyst
Initio Capital
Job Description
Job Description
ABOUT INITIO CAPITAL
Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
THE ROLEAs a CRM Systems Analyst, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into clear research, structured analysis, prioritized target lists, and practical recommendations.
This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics.
WHAT YOU MAY WORK ON- Research companies, markets, business models, and investment themes.
- Build target lists, market maps, competitive scans, and opportunity pipelines.
- Analyze data, documents, websites, interviews, and public information to form concise recommendations.
- Support strategy, sourcing, diligence, product, growth, finance, and operations projects.
This is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship.
COMPENSATIONCompensation varies by project and experience. Many roles are flexible, remote, and project-based.
- ...and web services.At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform... ...rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems Complete understanding...CRMPermanent employmentFull timeH1bFlexible hours
- ...streamline operations, and unlock actionable insights. Our work powers everything from smarter CRM experiences and next-gen commerce sites to resilient case management systems and optimized workforce planning.But we're not just technologists—we’re strategic enablers....CRMTemporary workLocal area
- ...and web servicesAt least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform... ...rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based SystemsComplete understanding of...CRMPermanent employmentFull timeH1bFlexible hours
- ...Architect or technical resources to ensure that integrations with other systems are seamless and leverage good architecture design* Design and... ...requirements and competencies What You’ll Bring* 5-8+ years of CRM industry experience, the majority specifically with Salesforce*...CRMTemporary workLocal area
- ...streamline operations, and unlock actionable insights. Our work powers everything from smarter CRM experiences and next-gen commerce sites to resilient case management systems and optimized workforce planning.But we're not just technologists—we’re strategic enablers....CRMTemporary workLocal area
- ...Ø The ideal candidate has Salesforce certifications, strong Apex, Visualforce, and Lightning experience, and a deep understanding of CRM strategies. Ø Strong problem-solving, communication, and leadership skills are essential. Experience with third-party integrations...CRMWork from homeFlexible hours
$140k - $170k
...Qualified, 6sense, Outreach, Amplitude, and Looker, and we're looking for a senior, hands-on individual contributor, a Principal Systems & Data Analyst, to become the person who makes that stack trustworthy. You'll own how we measure and attribute pipeline, set the standards...Work at officeLocal area2 days per week$100k - $230k
...journey including Ad Tech (CDP/DMPs, DSPs, etc.), Marketing Automation, omni-channel personalization, Content Management or automation, CRM, Media Execution, and Reporting/Insights.Hands-on experience architecting and/or delivering native, Flutter or React-Native mobile...CRMWork at office- ...architecture artifacts—including solution visions, capability maps, system context and integration designs, data flows, non-functional... ...boundaries. * Deep Salesforce platform experience, including core CRM capabilities and multiple clouds such as Sales Cloud, Service...CRMTemporary workLocal area
$100.1k - $150k
...accelerate understanding of customer environments, technical integrations, and market needs.Required Technical SkillsExperience using CRM platforms such as Salesforce to manage customer relationships, implementation activities, and customer engagement records.Proficiency...CRMFull timeContract workTemporary workWork experience placementWork at officeFlexible hours2 days per week$89k - $148.1k
...our stakeholders that delivers on our promises.Position Summary:Kemper is seeking a highly analytical and detail-oriented Data Systems Analyst to provide independent validation and quality assurance across enterprise data platforms, business processes, and reporting solutions...Full timeWork experience placementWork at officeLocal areaRemote work- ...streamline operations, and unlock actionable insights. Our work powers everything from smarter CRM experiences and next-gen commerce sites to resilient case management systems and optimized workforce planning.But we're not just technologists—we’re strategic enablers....CRMTemporary workLocal area
- ...as authoritative sources for downstream systems including Salesforce, Sitecore, and Tableau... ...data sources, market and benchmark data, CRM, marketing automation, and digital... ...mentorship to data modelers, engineers, and analysts on cloud data architecture, modeling techniques...CRMFull timeWork at office
$148.19k - $231.98k
...CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...ProficiencyDeep knowledge of enterprise software applications, delivery, and system architecture.Coding experience and willingness to work with code...CRMFull timeRemote work- Chicago Fire is looking for a CRM & Data Analyst in Chicago, Illinois to enhance the Club's fan data and CRM systems. This role requires expertise in Salesforce administration and data management, focusing on optimizing fan engagement and operational efficiency. Candidates...CRM
- ...Any CPQ package.At least 2 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform... ...rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems Complete understanding of...CRMPermanent employmentFull timeH1b
- ...on Any CPQ packageAt least 2 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com... ...rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems Complete understanding of...CRMWork experience placementH1bFlexible hours
$173.46k - $231.98k
...CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...challenges, from unified data platforms and lakehouses to agentic AI systems and LLM-powered applications.The Data and AI Technical Architect...CRMFull timeRemote work- ...streamline operations, and unlock actionable insights. Our work powers everything from smarter CRM experiences and next-gen commerce sites to resilient case management systems and optimized workforce planning.But we're not just technologists—we’re strategic enablers....CRMLocal areaShift work
- ...Complex Migration Expertise: Lead and manage complex content and system migrations for clients, ensuring seamless transitions to cloud... ...approved Accenture office Qualifications: 8+ years in MarTech, CRM, or digital experience architecture, with at least 5 years leading...CRMFull timeLive inWork at officeLocal area
$123.1k - $273k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ..., Elements Cloud, etc.)Expert level experience defining the system architecture landscape, identifying gaps between current and...CRMFull timeWork experience placementRemote work- ...commercial space.Manage solution risk at the program level — identifying systemic architectural risks early and working with delivery leadership... ...Cloud (LSC), Health Cloud, or equivalent pharma/biotech CRM platforms and expertise in how these clouds are applied across commercial...CRMFull timeWork experience placementLive inWork at officeLocal area
- ...BBBH116910_1786464849Senior Commercial Data Analyst (Sales Analytics / BI)Location: RemoteA... ...data from multiple sources including CRM, ERP, sales, and external datasetsImprove... ...environment where analytics processes and systems are still being developedWhy Join?This is...CRM
$172.5k - $260.1k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ..., agents, RAG, tool use, workflow orchestration, or automation systems.Ability to reason about multi-agent, human-in-the-loop, and...CRMFull timeWork at office$150.1k - $227k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...If You Have...Experience assessing AI applications and agentic systems.Experience developing security automation, reusable assessment...CRMFull time- ...streamline operations, and unlock actionable insights. Our work powers everything from smarter CRM experiences and next-gen commerce sites to resilient case management systems and optimized workforce planning.But we're not just technologists—we’re strategic enablers....CRMTemporary workLocal area
$81.9k - $139.7k
...Workday capabilities related to Payroll, Absence, and Time Tracking and recommends adoption where appropriate.Defines requirements for system enhancements, payroll processing (including pay calculations and retro), time tracking operations, and absence management processes...Full timeWork experience placementInternshipWork at officeLocal areaWork from homeFlexible hours- ...live well by delivering exceptional care through innovation, collaboration, and a people-first approach. We're seeking a Workday Systems Analyst - Learning to join our People & Culture Digital Capabilities team and play a key role in advancing the systems and technology...Remote work
$110k
...integration, and AI solutions, particularly as it relates to packaged software platforms (ERP, CRM, HCM, EAM, MDG, SRM, TMS, WMS, etc.).Translating business needs into target state system requirements. Recommending packaged software vendors, modules, and configurations...CRMWork at officeLocal area- A tech-driven company seeks a Data Support Associate in Chicago, IL. The role involves analyzing business data, ensuring accuracy, and assisting with customer information management. Ideal candidates should hold a Bachelor's degree, have up to 2 years of experience in data...CRM
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