Junior CRM Analyst

Description

Job Summary: A CRM Analyst acts as the guardian of data and processes, connecting strategy and operations to ensure predictability and traceability of the customer journey. Key Highlights: 1. Define, maintain, and evolve CRM governance 2. Create and optimize automations and workflows 3. Support process evolution in alignment with the company's strategic changes Paytrack is a leading company in corporate travel, payment, and expense management solutions. We serve over 1,000 large corporate clients. Our mission is to simplify corporate expense management, making it as intuitive and efficient as personal experiences, while accommodating the complexity required by large enterprises. **Working as a CRM Analyst** is an excellent opportunity to contribute to the company’s results and establish your professional footprint, while simultaneously expanding your expertise. Here, you are a key player in the company’s strategy and growth! The CRM Analyst acts as the guardian of data and processes, connecting strategy and operations to ensure predictability, traceability of the customer journey, and support for business strategic decisions. Your day-to-day responsibilities will include: * Defining, maintaining, and evolving CRM governance, ensuring standards, rules, and data auditing. * Ensuring data quality, integrity, reliability, and standardization. * Supporting and evolving pipelines, processes, properties, and workflows aligned with business areas. * Creating and optimizing automations and workflows, reducing manual tasks and operational risks. * Ensuring the CRM accurately represents the customer journey, opportunities, and revenue. * Supporting process evolution in alignment with the company's strategic changes. * Supporting the development and maintenance of operational and executive dashboards and reports. * Collaborating closely with BI, RevOps, and other departments for strategic data usage. * Monitoring integrations between the CRM and other platforms, mitigating operational risks. * Acting as the technical-functional focal point for the CRM, supporting adoption, training, and continuous improvements. ✔️ What do I need to know? * Analytical and problem-solving skills, attention to detail, ability to manage multiple tasks simultaneously, and collaborate effectively within teams; * Experience with CRM tools (preferably HubSpot), including pipeline management, properties, automations, and data governance; * Systemic thinking and focus on operational efficiency and information quality; * Strong communication skills and ability to work in multidisciplinary teams. ✔️ What could set you apart? * Prior experience in SaaS B2B environments, with understanding of metrics such as MRR, ARR, churn, LTV, and CAC; * Experience in data governance projects, including auditing, property standardization, and business rule definition.