Customer Relationship Management Analyst

We’re seeking a Data & Analytics Specialist to support reporting, CRM analytics, and data quality initiatives for a growing, mission‑driven organization. This role sits on a collaborative analytics team and partners closely with Finance, Development, and external vendors to ensure accurate, actionable insights.

Responsibilities:

• Build and maintain Power BI (PBI) reports and dashboards to support leadership, finance, and external partners
• Work heavily within a CRM environment to analyze, segment, clean, and manage data
• Current CRM is Microsoft Dynamics (Power Platform, Dataverse, Advanced Find)
• Experience with other CRMs is welcome
• Write and troubleshoot SQL queries; explore schemas and relational databases as needed
• Support financial and operational reporting, partnering closely with Finance
• Manage and improve data quality, including deduplication, validation, and standardization
• Provide analytics and reporting support to internal teams and partner organizations
• Serve as a technical liaison with the CRM vendor, supporting enhancements and issue resolution

Requirements:

• 2+ years of experience working with a CRM (3–5 years ideal)
• Microsoft Dynamics experience strongly preferred
• Experience creating Power BI reports and dashboards
• Working knowledge of SQL and relational databases
• Comfort learning data schemas and navigating complex datasets
• Experience supporting finance, fundraising, or operational reporting is a plus
• Strong analytical, problem‑solving, and communication skills
• Detail‑oriented and comfortable owning data accuracy and cleanliness