Sales - CRM Analyst

Sales CRM Analyst

Be a part of the Future of Sustainable Water Solutions with Newterra! At Newterra, we're not just engineering solutionswe're redefining how industries manage water and wastewater sustainably. Every project we take on is a step toward a cleaner, greener planet, and our design team plays a vital role in making this vision a reality. That's why we're looking for a Sales CRM Analyst to join our mission. This isn't just a job. It's an opportunity to contribute to critical water treatment systems that drive efficiency and sustainability in industries like Food & Beverage, Energy, Manufacturing, and more. Here, every design tells a storyone of smarter systems, more sustainable practices, and a shared commitment to preserving our planet for future generations. If you're ready to be part of a team that's making waves in industrial water solutions, we'd love to hear from you!

At Newterra, we believe in taking the important step of investing in our employees. That is why we offer competitive benefit programs. Our Benefit programs include Medical, Dental, Vision, HSA, Life Insurance, AD&D, STD, LTD, 401(k) Employer Match, Paid Holidays, and Paid Vacation as well as Sick Time.

Job Title: CRM Analyst

Department: Sales

Reports To: Vice President of Sales

Status: Exempt

Salary Range: $60,000 - $80,000

(Actual salary is based on geographic location, qualifications, and experience)

Summary:

We are seeking a talented and detail-oriented CRM Analyst to join the Newterra team in the water filtration industry. As a CRM Analyst, you will play a crucial role in managing and optimizing our customer relationship management (CRM) system to enhance customer engagement, increase sales, and improve overall business performance. Your expertise in data analysis, CRM administration, and strategic insights will contribute to our company's success in providing clean and sustainable water solutions.

Essential Duties and Responsibilities

1. CRM Management:

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.

2. Data Analysis and Reporting:

Analyze customer data and behavior to identify trends, patterns, and opportunities for improving customer 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.

3. Customer Segmentation and Targeting:

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.

4. Process Improvement and Optimization:

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.

5. Training and Support:

Provide training and support to CRM users, ensuring they understand system functionalities and leveraging them effectively.

Collaborate with the IT team to address user issues and resolve technical challenges related to the CRM system.

Other Duties and Responsibilities:

Integration of Newterra acquisition's CRM data into our CRM may be required sporadically.

15% travel may be required.

Minimum Qualifications:

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.

Knowledge, Skills, and Abilities:

Must have a proven track record of achieving measurable results.

Excellent verbal and written communication skills required

Able to inspire others to drive results.

Effective communicator with ability to communicate strategic visions and translate strategy into action.

Proficiency in other languages a plus.

Experience leading a small business a plus.

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 exposed to outdoor elements.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities

Experience level:

• 3 5 years

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

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