We are looking for a detail-oriented and strategically minded Senior Analyst to join our Segmentation & Customer Onboarding team. This role is pivotal in driving analytical insights that shape customer acquisition and onboarding strategies, leveraging tools like Salesforce, Excel, and CRM platforms
What you will do:
• Design and implement customer segmentation frameworks to support targeted onboarding strategies
- Optimize and manage workflows using Salesforce New Account Model for seamless onboarding
- Analyze performance data to recommend process improvements and enhance customer experience
- Collaborate with cross-functional teams to ensure accurate and efficient CRM data handling
- Generate reports, dashboards, and actionable insights using advanced Excel skills
- Utilize Dun & Bradstreet (D&B;) datasets to enrich customer profiles and drive smarter segmentation
- Ensure data integrity by maintaining data hygiene and conducting regular Salesforce audits
What we’re looking for
• Proven experience in customer segmentation and onboarding analytics
- Proficiency in Salesforce,
specifically the New Account Model
- Robust command over Microsoft Excel – including pivot tables, advanced formulas, and data visualization
- Solid understanding of CRM platforms and data architecture
- Familiarity with D&B; data services and their application in business analytics
- Excellent communication skills and stakeholder management abilities
- A knack for problem-solving and analytical thinking
3-5 years of experience with any gradution degree.
Competencies
Solving Complex Problems Interacting with People at Different Levels Prioritizing and Organizing Work Serving Customers Building and Supporting Teams Driving for Results Using Math
Skills
Continuous Process Improvement Data Management Data Analysis Research Reports Development Metadata Analysis Sales Tools
Education
A bachelor’s or master’s degree in business administration, marketing or a relevant field Senior Analyst, Customer OnBoarding & SalesForce Governance