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CRM Data Analyst: Remote Projects & Salesforce Onboarding
Remote / Online - Candidates ideally in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-07-30
Louisville, Jefferson County, Kentucky, 40201, USA
Listing for:
Socket.dev
Remote/Work from Home
position Listed on 2026-07-30
Job specializations:
-
IT/Tech
CRM Systems & Management
Job Description & How to Apply Below
Cerity Partners is seeking a CRM/Conversions Specialist to join the remote, distributed project team. You will handle scheduling, communications, and onboarding for Salesforce-based CRM conversions, and support integrations with Docu Sign and related tools.
The role emphasizes data validation, cross-team coordination, and ongoing documentation. A business-related bachelor's degree and 1–3 years in investment services or CRM projects are preferred, with experience in Salesforce and Excel required.
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