Description
Job Summary:
Act as the focal point for CRM consulting, creating and maintaining automations, ensuring data governance, and training departments for efficient CRM usage.
Key Highlights:
1. Strategic engagement with CRM consulting and automation implementation
2. Focus on data governance and CRM process optimization
3. Customer journey mapping and documentation
CRM AND PROCESS ANALYST \- Ribeirão Preto, SP
Join a successful team! We are hiring a Commercial Analyst in Ribeirão Preto, SP
Responsibilities
Serve as the focal point for CRM consulting.
Create and maintain Marketing/Sales/Post-sales automations.
Ensure data governance and integrity within the CRM.
Develop reports and operational dashboards for each department.
Monitor adherence to correct CRM usage.
Train departments on CRM usage and best practices.
Map, design, and document the end-to-end customer journey.
Identify bottlenecks, risks, and opportunities for improvement.
Create clear operational workflows across Marketing, Pre-sales, Sales, and Customer Success.
Align processes with CRM automations and business rules.
Keep processes updated according to operational evolution.
Requirements
Bachelor’s degree completed or in progress in Business Administration, Commercial Management, Economics, Marketing, or related fields;
HubSpot CRM administration – Pipelines, Properties and Fields, Users, Permissions, and Rules;
Creation and maintenance of Marketing, Sales, and Customer Success automations;
Data governance, standardization, and integrity;
Creation of reports and operational dashboards;
Process and journey mapping (AS IS / TO BE);
Documentation of operational workflows and business rules.
Benefits
Health Insurance
Dental Insurance
Meal Allowance
Fuel Allowance or Transportation Benefit
Profit Sharing Program (PLR)
Service Anniversary Bonus (Triennial Award)
Workplace Gymnastics
Life Insurance
ADDITIONAL INFORMATION
Monthly Salary
**Employment Type:** CLT