Work Mode: Remote

Employment Type: Part time | Freelance | Contract

About the Role

We are looking for a skilled CRM & Marketing Analytics Specialist to support CRM operations, revenue processes, marketing automation, reporting, and business intelligence. The ideal candidate will have experience working with Salesforce, HubSpot, analytics tools, automation platforms, and financial systems to improve business efficiency and deliver actionable insights.

Key Responsibilities

- Manage and optimize Salesforce Sales Cloud and Salesforce Revenue Cloud (RLM) processes.
- Support marketing campaigns, lead management, and engagement workflows using HubSpot Marketing Hub and Outreach.
- Utilize ZoomInfo for prospect research, contact enrichment, and sales intelligence.
- Develop interactive dashboards and reports using Power BI, Microsoft Excel, and Power Query.
- Build and maintain automation workflows using Salesforce Flow and Microsoft Power Automate.
- Leverage Microsoft Copilot and Hexdot AI to enhance productivity, reporting, and analytical workflows.
- Write and optimize SQL and SOQL queries to extract and analyze business data.
- Use Python, DAX, and VBA for data transformation, analytics, and process automation.
- Support CRM, sales, marketing,



and revenue reporting requirements across business functions.
- Work with ERP and financial platforms such as SAP and Sage Intacct to support financial data analysis and reconciliation.
- Collaborate with stakeholders to identify process improvements, automate repetitive tasks, and improve data accuracy.

Required Skills

- Hands-on experience with Salesforce Sales Cloud and CRM operations.
- Knowledge of Salesforce Revenue Cloud (RLM) and revenue processes.
- Experience with HubSpot Marketing Hub, Outreach, and ZoomInfo.
- Strong reporting and analytics skills using Excel, Power Query, and Power BI.
- Practical knowledge of Salesforce Flow and Microsoft Power Automate.
- Proficiency in SQL and SOQL; Python, DAX, and VBA are valuable for advanced analytics and automation.
- Familiarity with SAP and Sage Intacct or other ERP and financial systems.
- Strong analytical thinking, problem-solving, and communication skills.

Preferred Qualifications

- Experience integrating CRM, marketing, sales, and financial data.
- Knowledge of sales pipeline analytics, marketing performance, and revenue reporting.
- Experience applying AI-assisted tools to reporting and business process automation.

📌 Freelance CRM & Marketing Analytics Specialist (India)
🏢 IndiTech Consulting
📍 India