About the role

  • Create and manage events including familiarization tours, media visits, and site visits for all departments in Simpleview.
  • Ensure accurate tracking, categorization, and reporting of member and partner activities.
  • Strengthen the organization’s ability to measure engagement and outcomes through reliable CRM data.
  • Develop clear, easy-to-follow training materials and reference guides.
  • Lead onboarding and refresher sessions to build user confidence and consistency.
  • Identify knowledge gaps and provide targeted coaching to improve user adoption.
  • Review how teams use the CRM and recommend adjustments to streamline workflows.
  • Identify opportunities to reduce manual tasks and enhance data accuracy.
  • Support staff in developing reports and dashboards that translate CRM data into actionable insights.
  • Serve as the main contact for CRM-related questions and requests; log tickets with Simpleview related to these needs.
  • Provide practical, solutions-oriented support to staff to ensure data is entered and maintained consistently.

Requirements

  • Bachelor’s degree or equivalent professional experience.
  • 2-4 years of experience in CRM systems; Simpleview experience strongly preferred.
  • Demonstrated ability to troubleshoot and resolve technical issues.
  • Strong project management skills with the ability to manage multiple priorities.
  • Excellent interpersonal and communication skills, with the ability to train and support staff at all levels.
  • Detail-oriented with a strong focus on process improvement and operational efficiency.
  • Experience with membership-based organizations or tourism/hospitality industry preferred.
  • Familiarity with API integrations and data mapping preferred.
  • Proficiency in reporting tools preferred.

Benefits

  • Hybrid Schedule: 3 days in-office (Tues/Wed required + 1 flex day); Fridays remote.
  • Generous Time Off: PTO days and sick time.
  • Holidays: up to 12 paid company holidays, plus extended Winter Break.
  • Floating Holiday: 1 per year, front-loaded.
  • Healthcare: Premium medical, dental, and vision plans, plus HRA.
  • Retirement & Development: Retirement savings plan and professional development opportunities.
  • Perks: Cell phone credit to subsidize your plan, monthly commuter allowance.

Job title

CRM Analyst

Job type

Experience level

JuniorMid level

Salary

$68,960 - $86,900 per year

Degree requirement

Bachelor's Degree

Location requirements

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