Dynamics CRM Data Analyst

Wellfit is the dental industry’s leading healthcare fintech platform. We remove financial barriers between patients, providers, employers, and payors—expanding access to care while improving financial transparency and operational efficiency.

As a profitable and rapidly growing organization, we are building the data and automation infrastructure that powers smarter decisions and better customer experiences.

The Role:

The CRM Data Analyst is responsible for the accuracy, integrity, and performance of Wellfit’s CRM ecosystem. This role ensures our customer data is clean, reliable, and actionable while designing and maintaining automated customer journeys that support marketing, sales, and operational initiatives.

This position combines data quality ownership, SQL-based analysis, lifecycle automation, and AI-assisted productivity. The ideal candidate is detail-oriented, technically curious, and comfortable building logic-driven workflows that scale.

Key Responsibilities:

CRM Data Management & Governance

• Perform high-volume data entry with exceptional accuracy.

• Maintain customer, account, and transaction records within the CRM.

• Conduct regular audits to identify duplicates, incomplete records, and inconsistencies.

• Develop and enforce data standards, validation rules, and quality controls.

• Implement SQL-based checks to monitor anomalies and prevent data degradation.

SQL & Data Analysis:

• Write and maintain SQL queries for segmentation, reporting, and validation.

• Build reusable query libraries for recurring business needs.

• Support ad-hoc analysis requests across sales, marketing, and operations.

• Monitor data quality metrics and recommend process improvements.

Customer Journey & Email Automation:

• Design and maintain automated customer journeys and lifecycle workflows.

• Build conditional triggers and logic-based segmentation using CRM tools and SQL.

• Configure nurture campaigns, onboarding sequences, re-engagement flows, and lifecycle communications.

• Test and optimize journey performance to ensure timely, relevant messaging.

• Partner with marketing to translate campaign strategies into scalable automation.

Data Cleansing & Deduplication:

• Identify and merge duplicate records using SQL and CRM-native tools.

• Standardize naming conventions and field formatting.

• Enrich and validate data through research and cross-referencing.

• Maintain a single source of truth across CRM records.

Reporting & System Monitoring:

• Create dashboards and reports on data quality, journey performance, and engagement metrics.

• Track completeness rates, error rates, and compliance with data standards.

• Build automated alerts and scheduled validation checks.

• Support data migrations, imports, and system upgrades as needed.

AI-Assisted Productivity:

• Leverage AI tools (ChatGPT, Copilot, Claude, etc.) to accelerate SQL development, formula creation, data transformation, and documentation.

• Identify opportunities to integrate AI into ongoing data operations workflows.

Required Qualifications:

• Bachelor’s degree in Business, Information Systems, Data Management, Marketing, or related field.

• 5+ years of experience in CRM data management, marketing operations, or similar role.

• Proficiency in SQL (data extraction and manipulation).

• Advanced Excel skills (XLOOKUP, INDEX/MATCH, pivot tables, Power Query).

• Experience building email automation workflows and lifecycle campaigns.

• Experience with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar.

• Strong attention to detail and commitment to data accuracy.

• Excellent organizational and communication skills.

• Ability to manage multiple priorities independently.

Preferred Qualifications:

• Advanced SQL concepts (CTEs, window functions, stored procedures).

• Experience with data visualization tools (Power BI, Tableau, Looker).

• Knowledge of ETL processes or data pipeline concepts.

• Experience with bulk imports, data migrations, or CRM implementations.

• Familiarity with A/B testing and deliverability best practices.

• CRM platform certifications.

Core Competencies:

• Meticulous attention to detail

• Logical and structured problem-solving

• Ownership mindset

• Customer lifecycle awareness

• Technical curiosity, including AI adoption

• Collaborative and adaptable

Why Wellfit?

• Make Impact: Help power a national healthcare fintech platform expanding access to care.

• Hybrid Flexibility: 3 days per week in our Dallas office.

• Competitive Compensation: Salary, bonus eligibility, and 401(k) matching.

• Comprehensive Benefits: Medical, dental, vision, and generous PTO.

• Growth Opportunity: Join a profitable, scaling company building modern, AI-enabled infrastructure.