POSITION OVERVIEW
We are seeking a detail-oriented, systems-savvy CRM Data Specialist to manage and enhance the quality, consistency, and strategic value of customer relationship management data. This role is central to improving the customer experience, increasing data-driven decision-making, and supporting business growth across sales, marketing, and customer service functions.
You will be responsible for maintaining data accuracy in NetSuite CRM, enabling actionable analytics via Eisengard AI, and helping drive operational efficiency across integrated business systems. The ideal candidate will bring a strong blend of technical expertise, analytical thinking, and cross-functional collaboration skills.
Key Responsibilities
- Data Management: Ensure the accuracy, completeness, and consistency of CRM data across all customer touchpoints including leads, accounts, contacts, and opportunities
- Systems Integration: Partner with IT and business teams to integrate CRM data with systems such as ERP, marketing automation tools, and business intelligence platforms
- Analytics & Insights: Prepare CRM datasets for use in business intelligence tools and AI platforms; support reporting and visualization needs for key stakeholders
- Process Optimization: Identify and implement improvements to data entry workflows, validation rules, and CRM usage standards
- Issue Resolution: Troubleshoot and resolve data discrepancies or sync errors between CRM and connected systems
- Reporting: Build and maintain recurring and ad-hoc reports and dashboards to support marketing, sales, and executive leadership
- User Enablement: Provide training and support to CRM users; promote best practices in data entry, maintenance, and reporting
- Data Security & Compliance: Work with IT to ensure data governance, security, and compliance with relevant regulations and internal policies
Core Competencies
- Data Accuracy & Quality Mindset: Strong attention to detail with a passion for clean, structured data
- Analytical Thinking: Ability to interpret trends, spot anomalies, and derive actionable insights from CRM data
- Collaboration & Communication: Skilled at working cross-functionally and translating technical data needs into business language
- Systems Thinking: Understands how data flows between systems and anticipates downstream impacts of CRM changes
- Problem Solving: Proactive and resourceful in identifying issues, troubleshooting, and implementing solutions
- Process Orientation: Brings consistency and repeatability to workflows with strong documentation habits
- Change Agility: Comfortable in a dynamic, fast-paced environment with evolving systems and priorities
Qualifications & Experience
- Bachelor’s degree in business, Information Systems, Marketing, or a related field
- Minimum of 3 years of hands-on experience working with CRM platforms (NetSuite preferred; Salesforce or HubSpot considered)
- Strong working knowledge of Excel and/or Google Sheets; experience with BI tools such as Power BI, Looker, or Tableau is a plus
- Familiarity with CRM data structures, sales and marketing funnels, campaign tracking, and customer segmentation
- Ability to analyze, synthesize, and present complex data in a clear and meaningful way
- Strong communication skills with the ability to translate business requirements into data solutions
- Demonstrated experience in collaborating across departments to support systems and data initiatives
- Exposure to AI-powered analytics platforms (e.g., Eisengard AI) or interest in leveraging machine learning to drive business insights
- Understanding of data privacy, compliance requirements, and best practices in CRM governance (e.g., GDPR, CAN-SPAM)
Why Join Designs for Health?
- Mission-driven company with a commitment to science-based wellness
- Growing team with opportunities to innovate and make an impact
- Collaborative, values-driven culture
- Competitive compensation and comprehensive benefits
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