POSITION SUMMARY:

We are seeking a highly detail-oriented and analytical professional to join our team as a Data Systems Integrity Analyst. This role is responsible for the strategic and operational clean-up of historical CRM records, with a core focus on ensuring accurate, organized, and usable data across company systems.
The ideal candidate will proactively investigate past workflows, identify inconsistencies or incomplete data sets, and implement structured clean-up and consolidation practices. This individual must be experienced in managing large datasets, have a firm grasp of CRM tools (such as HubSpot), and possess the ability to ask clarifying questions and communicate effectively. This is not a passive role; it requires independent thinking, confidence to request missing context, and accountability for delivering measurable progress.

WHO WE ARE

Trolley is an online marketplace and platform that pairs best-in-class people with best-in-class companies. We are the future of work, create, and play, powered by our proprietary LiveWorkOS.

WHAT WE DO

Trolley builds world-class teams using best-in-class SaaS tools, AI, and project management systems. Our mission is to empower professionals with world-class training and the latest tools to work smarter, faster, and more efficiently.

Qualifications:

• 3+ years of experience in data operations, systems auditing, or business operations support
• Strong knowledge of CRM systems (HubSpot preferred), Google Workspace
• Advanced proficiency in Excel/Google Sheets (data comparison, VLOOKUP, pivot tables)
• Excellent organizational and documentation skills
• Ability to work independently and proactively surface gaps, errors, or inconsistencies
• Strong communication and critical thinking skills
• High attention to detail, with a focus on data accuracy and team transparenc

CRM Audit & Clean-Up:

• Conduct a comprehensive audit of CRM records, including past entries made by multiple team members. Identify duplicates, outdated records, incomplete profiles, and data inconsistencies across the CRM.

Historical Data Analysis:

• Review and analyze notes, transcripts, and files related to prior hires and operational activities to accurately reconstruct data lineage and ensure continuity in relationship tracking.

Documentation Ownership:

• Maintain a changelog or cleanup tracker detailing each section addressed, actions taken, and outstanding items.

Collaboration & Communication:

• Work closely with the Relationship Manager, CEO, and Operations to verify missing data, clarify unknown elements, and ensure all data reflects actual/validated information.
• Regularly provide updates and summarize findings in digestible reports.

Systems Integration Readiness:

• Align clean-up tasks with upcoming tool integrations and onboarding timelines. Ensure that all cleaned and verified data is prepared for synchronization with platforms such as HubSpot or other enterprise tools.

Backstory Reconstruction:

• Investigate legacy operational practices, understand prior personnel responsibilities, and interpret handover or transition records to ensure data reflects accurate team history and decisions.

Qualifications:

• 3+ years of experience in data operations, systems auditing, or business operations support
• Strong knowledge of CRM systems (HubSpot preferred), Google Workspace
• Advanced proficiency in Excel/Google Sheets (data comparison, VLOOKUP, pivot tables)
• Excellent organizational and documentation skills
• Ability to work independently and proactively surface gaps, errors, or inconsistencies
• Strong communication and critical thinking skills
• High attention to detail, with a focus on data accuracy and team transparency

Preferred Traits:

• Confidence in decision-making and comfort raising issues or questions
• Experience in fast-paced, startup-like environments
• Strong discretion and respect for sensitive company data
• Familiarity with operational and administrative workflows in remote teams