CRM Data Analyst

Adecco is assisting a local client recruiting for CRM Data Analyst Remote opportunity. This is an excellent opportunity to join global leader in water, hygiene, and infection prevention solutions. They develop and deploy advanced data-driven technologies and services across the industrial, food safety, healthcare, and hospitality sectors. if CRM Data Analyst I sounds like something you would be interested in, and you meet the qualifications listed below, apply now!

Responsibilities for CRM Data Analyst include but are not limited to:

• Review Zoho CRM account records to identify duplicates, incomplete records, inconsistencies, and data quality issues.

• Standardize account names, addresses, country and region values, industry classifications, and other key account fields.

• Correct incomplete or inaccurate account records using defined business rules and source system references.

• Normalize key data fields to support consistent reporting, migration mapping, and downstream system use.

• Maintain detailed documentation of data updates, assumptions, exceptions, and unresolved issues.

SAP and CRM Account Matching

• Perform record-level matching between Zoho CRM accounts and SAP master data.

• Use available identifiers, including Sold-To numbers, Bill-To numbers, quote IDs, order information, and account details, to establish accurate system linkages.

• Leverage tools such as Zoho DataPrep, Excel, and AI-assisted matching capabilities to identify probable matches.

• Manually validate low-confidence or ambiguous matches using business context and stakeholder input.

• Create, update, and maintain a mapping file between Zoho CRM account records and SAP master account data.

• Flag discrepancies, duplicates, missing references, and data conflicts for review and resolution.

Quote, Order, and Historical Data Mapping

• Use current and historical order information to help connect CRM accounts and quotes to corresponding SAP customer records.

• Support mapping of quote and opportunity history to accurate account records so that historical sales activity remains usable after migration.

• Identify records where account, quote, order, Bill-To, or Sold-To information does not align and document required follow-up.

• Ensure mapping work supports future reporting, lead-to-sale visibility, and migration traceability.

Data Quality Validation and Exception Management

• Perform validation checks to confirm that cleansed and mapped data is accurate, complete, and ready for migration planning.

• Conduct spot audits and reviews with business stakeholders as needed.

• Track exceptions, unresolved matches, and data quality risks in a structured log.

• Escalate data issues when business input or system owner guidance is required.

• Support before-and-after data quality assessment reporting.

Migration Readiness Support

• Prepare cleansed datasets and supporting mapping files for future Microsoft Dynamics migration activities.

• Help align source CRM data with expected future-state structures and required fields.

• Support data profiling, transformation review, and migration testing activities as needed.

• Identify opportunities to improve data controls, validation rules, and governance processes for the future-state environment.

• Assist with documenting lessons learned and recommendations to reduce post-migration cleanup.

SOP and Data Governance Documentation

• Document repeatable procedures for CRM account cleansing, duplicate review, and SAP matching.

• Contribute to standard operating procedures for ongoing account data maintenance.

• Recommend data entry standards, duplicate prevention practices, and field validation rules.

• Help define clear handoff points for records that require business validation or system owner review.

• Support the development of a sustainable data governance framework for account data.

Candidates for CRM Data Analyst must meet the following requirements to be considered:

• Experience working with CRM systems such as Zoho CRM, Microsoft Dynamics, Salesforce, or similar platforms.

• Strong data analysis, data cleansing, and data validation skills.

• Proficiency with Microsoft Excel, including sorting, filtering, lookup functions, and data comparison techniques.

• Ability to work accurately with large datasets and maintain strong attention to detail.

• Strong organizational skills and ability to track progress, exceptions, and decisions clearly.

• Strong written and verbal communication skills.

• Ability to work independently while escalating issues appropriately.

• Ability to follow defined procedures while also identifying process improvement opportunities.

Preferred Qualifications

• Familiarity with SAP or ERP customer master data.

• Experience with Zoho DataPrep, Power Query, Microsoft Copilot, Excel AI, or other data transformation and matching tools.

• Experience supporting CRM migrations, ERP integrations, or master data cleanup projects.

• Understanding of sales operations, customer master data, opportunity management, quote management, or lead-to-cash processes.

• Experience documenting SOPs, data governance procedures, or process improvement recommendations.

• Comfort working with cross-functional stakeholders in sales, finance, customer service, IT, and business operations.

What's in this CRM Data Analyst position for you?

• Duration: 03 Months Contract

• Pay Range: $39.00 - $39.00/ Hr.

• Shift: Hybrid, Mon-Fri, 8 Am to 5:00 PM

• Weekly paycheck

This CRM Data Analyst is being recruited by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this CRM Data Analyst position and other opportunities. Apply Today!

Pay Details: $39.00 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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