Customer Experience Systems Senior Associate
Analyzes and improves CRM systems, workflows, data quality, and tooling for customer experience teams. The role requires a master’s degree and at least two years of CRM platform, process optimization, data management, and reporting experience.
About the job
Responsibilities
- Analyze CRM data to identify trends and insights that inform business decisions.
- Guide data migration and system integrations to maintain seamless workflows.
- Manage business requirements and optimize CRM workflows and processes.
- Define and implement maintenance procedures for efficient, consistent database design.
- Develop information protocols to improve data security and support timely system upgrades.
- Maintain the Salesforce Service Cloud change backlog focused on agent and system efficiency.
- Collaborate across customer experience teams to coordinate and validate tooling improvements.
- Track and analyze business value and risk for CRM initiatives.
- Design and deliver recurring stakeholder reports to monitor CRM data quality.
Requirements
- Master’s degree in Data Science, Information Systems, or a related field, or foreign equivalent.
- 2 years of experience in the offered role or a related role.
- 2 years of experience with Salesforce Service Cloud, HubSpot, or other CRM platforms.
- 2 years of experience developing process optimization methods for CRM workflows.
- 2 years of experience monitoring, analyzing, and managing CRM data quality.
- 2 years of experience coordinating tooling improvements across teams.
- 2 years of experience designing CRM-related reports and dashboards.
Compensation
- Base salary: $124,000–$138,000 USD annually, dependent on permanent work location.
- Eligible for a new-hire equity grant and annual refresh grants.
- Benefits are provided according to the company’s offerings and work location.
Skills
Salesforce Service Cloud, HubSpot, CRM, Data Migration, Systems Integration, Process Optimization, Data Quality, Database Design, Data Security, Reports And Dashboards
Similar jobs
Product Operations jobs
Commure
Mountain View, CA
Own customer implementation and go-live operations for Athelas Air (EHR), translating clinical workflows into technical requirements and scalable launch processes. The role partners across Product, Engineering, and customer-facing teams and requires 5+ years of SaaS or HealthTech operations experience.
Instacart
United StatesOwns the operating system for Instacart’s media organization, including planning frameworks, workflow tooling, reporting, automation, and cross-functional operating rhythms. Requires 7+ years in marketing or media operations, program management, or business operations, plus strong systems thinking and communication skills.
GitLab
United StatesLeads SaaS pricing and packaging strategy across GitLab’s portfolio, including AI and usage-based offerings. The role requires strong financial modeling, analytical problem-solving, business intelligence, and cross-functional influence with senior stakeholders.
Fetch
United States
Build and operate planning, OKR, reporting, and automation systems that help Product and Marketing leaders make better decisions and scale effectively. The role requires 8+ years of cross-functional operations or program management experience, strong analytics, executive communication, and AI-enabled workflow design.
Prove AI
New York, NY
Leads product operations as a strategic partner to the Chief Product Officer, overseeing metrics, planning cadences, executive communications, and cross-functional initiatives. Requires executive-facing experience, strong analytical and presentation skills, and exceptional project organization.