The Role
The CRM Data Analyst ensures data integrity within Microsoft Dynamics CRM by auditing data, validating workflows, and collaborating across teams.
Summary Generated by Built In
Wellfit is the dental industry’s fintech solution! A healthcare fintech company that enhances experiences between patients, providers, employers and payors. Wellfit provides access to treatment and care of all by removing financial barriers.
About the role:
The CRM Data Analyst is the business owner of CRM data integrity and logic, responsible for ensuring that Microsoft Dynamics CRM is accurate, trustworthy, and usable by Sales, Marketing, and Operations. This role sits on the business side of the CRM, partnering closely with Sales and acting as a liaison to technical teams to ensure data is entered correctly, maintained consistently, and executes as intended.
This is an analyst-first role, not a pure marketing or technical position. Success is measured by data accuracy, logical consistency, and CRM reliability—not campaign volume. The ideal candidate is highly detail-oriented, quantitatively minded, and comfortable working “in the weeds” of CRM data, workflows, and logic validation.
What You’ll Do:
Core Responsibilities (Primary Focus)
CRM Data Ownership & Governance
• Serve as the primary business-side owner of CRM data quality within Microsoft Dynamics.
• Define, document, and enforce CRM data entry standards, usage rules, and best practices across Sales and related teams.
• Partner with Sales leadership to ensure opportunities, leads, contacts, and accounts are structured and maintained correctly.
Data Quality, Auditing & Logic Validation
• Perform regular audits of CRM data to identify errors, duplicates, incomplete records, and logic inconsistencies.
• Validate that CRM workflows, automation rules, and customer journey logic execute correctly and align with intended business behavior.
• Troubleshoot cases where data or logic “does not behave as expected,” identifying root causes and coordinating fixes with technical teams when needed.
Customer Journey & Automation Logic
• Design, maintain, and test logic-based customer journeys and email workflows within the CRM.
• Build conditional logic based on customer attributes, behaviors, and lifecycle stages.
• Ensure journeys are accurate, tested, and consistently performing as designed before and after deployment.
Cross-Functional Collaboration
• Act as a liaison between Sales, Marketing, and technical CRM resources.
• Translate business requirements into clean, logical CRM configurations.
• Support CRM-related questions from business users and guide correct usage.
Required Qualifications
• Bachelor’s degree in Business, Information Systems, Data Analytics, Marketing Operations, or related field.
• 1–2+ years of hands-on experience maintaining CRM data in a production environment, preferably Microsoft Dynamics.
• Demonstrated experience with CRM data audits, cleansing, deduplication, and validation.
• Experience building and testing logic-based workflows or email automation within a CRM or marketing automation platform.
• Strong analytical and logical thinking skills; comfortable reasoning through data structures and workflow behavior.
• Advanced Excel skills (e.g., VLOOKUP/XLOOKUP, data validation, data cleansing).
• Ability to read and reason about data queries or data feeds (SQL familiarity strongly preferred, even if not writing complex queries).
• Exceptional attention to detail and ability to maintain accuracy during repetitive or high-volume work.
• Strong communication skills and ability to work cross-functionally with Sales, Marketing, and technical teams.
Top Skills
Excel
Microsoft Dynamics Crm
SQL
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The Company
What We Do
Wellfit Technologies is a healthcare technology platform that makes patient financing, dental plans, and payment processes simple, transparent, and cost-effective for providers and patients.
Wellfit is a comprehensive solution that helps providers increase treatment acceptance, lowers transaction and administrative costs, and provides transparency to help improve patient trust and retention. For more information, visit wellfit.com
