14 crm analyst jobs at 12 companies in Encinitas, CA
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BI Developer / Business Analyst – CRM Analytics
Tijuana or Costa Rica
HybridFull Time
6+ YOEBachelor's degree required; 6+ years BI/analysis experience delivering enterprise Power BI solutions for CRM/customer data, strong SQL, DAX, data modeling, and stakeholder communication skills.
Power BI, DAX, SQL, Amazon Redshift, Databricks, Amazon Athena, SSAS, Cube/SPOT, Salesforce, Dynamics 365, Python, Jira, Atlassian
1w
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Information Systems Analyst I/II (Business Systems Analyst)
La Mesa, California, United States
$93k-$137k/yr OnsiteFull Time
2+ YOERequires college-level MIS/CS education or equivalent experience, 2+ years systems analysis or applications support (4+ for Analyst II), Class C CA driver, and project management certifications desirable.
ERP, CRM, CIS, content management systems
1mo
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Senior Insurance Product Analyst
Fort Mill or Charlotte or San Diego
$81k-$135k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years in insurance/financial services with analytics, reporting, and CRM experience; strong insurance and distribution knowledge; project and stakeholder management skills.
Power BI, Tableau, CRM, DTCC
2w
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Analyst, Business Development - Private Wealth
La Jolla, California, United States
$70k/yr HybridFull Time
Bachelor's degree, prior sales or financial services experience, FINRA Series 7 and 63 (or ability to obtain), Salesforce and CRM experience, strong analytical and interpersonal skills.
CRM, SalesForce
3mo
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Analyst-Associate New Accounts
San Diego, California, United States
$72k-$88k/yr OnsiteFull Time
1+ YOEBachelor’s degree; 1-4 years client service experience in financial services; strong communication; proficient in Excel, Word, and Outlook; CRM, Appian and Archer preferred; FINRA Series 7 & 63 within 90 days preferred.
Excel, Word, Outlook, CRM, Appian, Archer
3w
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Lead Analyst, Epic Cheers - Hybrid - 140535
San Diego, California, United States
$125k-$182k/yr HybridFull Time
9+ YOE9+ years relevant experience (or Bachelor's+5), deep Epic Cheers/CRM and call center experience, familiarity with HL7/FHIR/APIs, Epic certifications preferred, advanced problem resolution, communication and project leadership skills.
Epic Cheers, Epic Call Hub, Epic, Amazon Connect, Amazon Connect Health, Healthy Planet, Cadence, HL7, FHIR, APIs
1w
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Compliance Analyst, Trust & Infrastructure
San Diego, California, United States
$105k-$136k/yr OnsiteFull Time
4+ YOEManage GRC operations (SOC 1/SOC 2, privacy, ITGC), operate compliance automation platforms, coordinate cross-functional infrastructure projects; 4+ years experience in project management, compliance, or business systems.
Vanta, SafeBase, Figma, BrainOS, ERP, CRM
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Senior AI Pricing Analyst
Houston or Los Angeles or Washington or Troy or New York or Chicago or Grand Rapids or Owings Mills or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Huntsville or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Daphne or Baton Rouge or Metairie or Grenada or Ridgeland or Brentwood or Jackson or Miramar Beach or Tallahassee or Mobile
$90k-$130k/yr OnsiteFull Time
5+ YOE5+ years pricing/financial analysis experience; builds pricing models, market research, and value-based pricing; advanced Microsoft Excel and data visualization (Power BI/Tableau); SQL/analytics experience preferred.
Microsoft Excel, Microsoft Power BI, Tableau, SQL, ERP, CRM
17h
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Sr. Sales Operations Analyst
Aliso Viejo, California, United States
$81k-$101k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of relevant experience in sales operations, business strategy, financial planning, or related work; requires analytical, organizational, problem-solving, and collaboration skills.
CRM, iPad, MaaS360, Showpad, iStent Pricing Application
3w
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Senior Insurance Product Analyst
Fort Mill or Charlotte or San Diego
$81k-$135k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years in insurance/wealth management or financial services with analytics and operations experience; strong understanding of life insurance, underwriting, commission processes, and KPI-driven reporting.
Power BI, Tableau, CRM, DTCC
3mo
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Analyst-Associate New Accounts
San Diego, California, United States
$72k-$88k/yr OnsiteFull Time
1+ YOEBachelor’s degree; 1-4 years in client service, preferably financial services; strong communication and organizational skills; proficient in Excel/Outlook; FINRA licenses 7 & 63 within 90 days.
Excel, Word, Outlook, CRM, Appian, Archer
2w
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Sr. Business Intelligence (BI) Analyst
Carlsbad or San Diego
$105k-$115k/yr OnsiteFull Time
5+ YOEBachelor's degree,5+ years in BI/data analytics,proficiency in Python,Power BI,Tableau,SQL,Microsoft Excel,experience with large datasets and executive reporting,ability to use AI for KPI/dashboarding.
Power BI, Tableau, Python, SQL, Microsoft Excel, AI, ERP, CRM
1mo
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Functional-Technical Salesforce Customer Success Manager/Business Analyst
San Diego, California, United States
$113k-$169k/yr OnsiteFull Time
8+ YOEBachelor's degree in a related field, 8+ years in customer success/business analysis with hands-on Salesforce implementation; proficiency in Apex, Visualforce, Lightning, Salesforce APIs, SQL/Oracle, and development experience in C#, Java, Angular, or Python.
Salesforce, Sales Cloud, Service Cloud, LWC, Einstein, AppExchange, Apex, Visualforce, Salesforce Lightning, Salesforce APIs, SQL, Oracle, C#, Java, Angular, Python, CRM Analytics, Azure DevOps, Informatica IICS, Snowflake, Matillion, Salesforce Data Cloud, Agentforce
1mo
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Manager, Business Systems
San Diego, California, United States
$156k-$165k/yr HybridFull Time
5+ YOE5+ Mgmt5+ years management and 5+ years systems administration/analyst experience with systems implementations, integrations, data migrations, vendor management, Agile/Waterfall methodologies, and stakeholder leadership.
CRM, ERP, HRIS, Asana, Jira, Salesforce, Zuora, HubSpot, EHRs, Agile, Hybrid, Predictive/Waterfall