Data Analyst, CRM

WSGR

. Analyze data across multiple marketing technology platforms, including CRM and ERM systems, marketing automation, social media analytics, and website traffic sources, to generate insights on key marketing metrics .

Posted 9/19/2026full-timePalo Alto • California • United StatesMid-LevelSenior💰 $81,600 - $110,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in data analysis across marketing technology platforms, with a strong focus on Salesforce administration and data visualization tools. Capable of delivering strategic insights and optimizing marketing initiatives to enhance client acquisition and retention.

Highest-signal resume keywords

Salesforce AdministrationData AnalysisData VisualizationMarketing AutomationProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisSalesforce AdministrationData VisualizationMarketing AutomationA/B TestingCampaign OptimizationData Quality AssuranceCRM SystemsData MigrationReporting Tools

Soft Skills

Strong Communication SkillsCollaborationTraining DevelopmentProblem SolvingUser Support

Tools & Technologies

SalesforcePower BITableauExcelSmartsheetGoogle AnalyticsIntrohiveMarketoFoundation

Certifications & Qualifications

Salesforce Platform Administrator

Industry Keywords

Marketing TechnologyProfessional ServicesClient AcquisitionData IntegrityUser Adoption

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Analyze data across multiple marketing technology platforms, including CRM and ERM systems, marketing automation, social media analytics, and website traffic sources, to generate insights on key marketing metrics
Design and implement dashboards for marketing, business development, and leadership teams to track and evaluate KPIs
Deliver strategic recommendations to optimize marketing initiatives and support client acquisition and retention efforts
Collaborate with business development to develop data signals and indicators supporting client prospecting, relationship building, and cross-selling opportunities
Manage Salesforce administrative tasks, including creating triggers, setting dependencies, developing automation flows, and conducting regular audits
Audit and update Salesforce custom objects, fields, relationships, sharing rules, profiles, and permission sets
Develop and execute quality assurance plans for data syncs and field mappings across integrated systems
Identify opportunities for data enrichment services addressing missing or incomplete data
Assist with implementation workflows for migration and integration of data sources and marketing tools
Monitor data quality and troubleshoot discrepancies across marketing systems
Provide onboarding and ongoing user support, troubleshoot system issues, and drive adoption of best practices
Develop training documentation and instructional materials, including video tutorials, and lead formal training sessions

Requirements

What you’ll need

Bachelor's degree in Marketing, Business Analytics, or a related field
5+ years of marketing technology experience in a fast-paced professional services environment; law firm experience preferred
5+ years of experience with Salesforce or other CRM platforms, including data analysis and administration
Strong knowledge of data visualization and reporting tools (e.g., Power BI, Tableau, Excel, Smartsheet)
Experience with CRM and ERM systems, marketing automation tools, experience management platforms (e.g. Salesforce, Introhive, Marketo, Foundation), and Google Analytics
Familiarity with A/B testing, segmentation, and campaign optimization techniques
Knowledge of CRM system migrations, deprecations, deployments, and rollouts, with an understanding of how to minimize disruption to end users and maintain data integrity throughout each transition
Strong written and verbal communication skills, with the ability to present complex data insights in a clear and concise manner
Salesforce experience is required
Experience managing complex projects and working with deadlines required
Salesforce Platform Administrator certified preferred
Experience working with vendors and negotiating contracts preferred

Benefits

Comp & perks

Discretionary year-end merit bonus based on performance
Highly competitive salary and benefits package