CRM Analyst

What you’ll be responsible for:

Circle is looking for an operations all-star to help manage the day-day functioning of its CRM. This is a critical role to the success of the organization - your stakeholders will range from individual sales representatives to the CEO. If you get excited by a clean, well-oiled database that simply works then this is the job for you. 

What you'll work on:

• Owning the day to day management of Circle’s CRM
• Partnering with cross-functional teams to make data simple, accessible, and actionable
• Empowering the sales team to work more effectively by creating layouts, workflows, and templates that simplify the sales process
• Striving to consistently improve data hygiene by building out account hierarchies and creating data deduplication processes
• Developing and implementing CRM policies and procedures that make a significant impact without being onerous
• Training the Sales Team on new processes and onboarding new team members
• Partnering with Marketing on lead routing and qualification
• Working with Product and Growth teams to proactively integrate new products and feature updates into the CRM

You will aspire to our four core values:

• Multistakeholder - you have dedication and commitment to our customers, shareholders, employees and families and local communities.
• Mindful - you seek to be respectful, an active listener and to pay attention to detail.  
• Driven by Excellence - you are driven by our mission and our passion for customer success which means you relentlessly pursue excellence, that you do not tolerate mediocrity and you work intensely to achieve your goals. 
• High Integrity - you seek open and honest communication, and you hold yourself to very high moral and ethical standards.  You reject manipulation, dishonesty and intolerance.

What you’ll bring to Circle:

• 2 years of experience working with CRMs such as HubSpot and Salesforce
• Experience working in Sales, Business, or Marketing Operations
• Passion for moving at a fast pace, building a long-lasting foundation, and helping customers thrive
• Deep care about contributing and improving company processes
• Empathic ability to put yourself in a team member’s shoes and understand their needs better than they do
• Eagle-eyed attention to detail
• Superior project management skills
• Strong analytical, written and oral presentation skills
• Familiarity with SQL and Tableau is a plus
• Experience/familiarity with Slack, Apple MacOS and GSuite