Why we need this role

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
•    Strong 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 ProblemsInteracting with People at Different LevelsPrioritizing and Organizing WorkServing CustomersBuilding and Supporting TeamsDriving for ResultsUsing MathSkills Continuous Process ImprovementData ManagementData AnalysisResearchReports DevelopmentMetadata AnalysisSales ToolsEducation A bachelor’s or master’s degree in business administration, marketing or a relevant field