18 crm analyst jobs at 15 companies in Mint Hill, NC
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Commercial Analyst
Atlanta or Charlotte or Columbus or Fort Lauderdale or Frisco or Orlando
HybridFull Time
Abacus Technology: Privately owned U.S. professional services firm providing IT, engineering, communications, and management support to federal government clients.
5+ YOE5+ years pricing, financial analysis, or commercial operations experience; advanced Excel and financial modeling; experience with CPQ/CRM/PSA/ERP; bachelor's preferred in Finance/Business/Economics.
CPQ, CRM, PSA, ERP, Salesforce, ServiceNow, Dynamics, Microsoft Excel
Okuma: U.S. CNC machine-tool sales and service providing manufacturers with automation, controls, and support.
2+ YOEBachelor's degree in a related field, 2+ years experience in sales or business analytics, strong Excel skills, experience with Power BI or Tableau, familiarity with CRM/ERP, strong analytical and communication skills.
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
5+ YOEBachelor's or equivalent experience, 5+ years data management/analytics experience, retirement operations knowledge, retirement industry designation (CPFA/AIF) preferred, strong Excel/Access/PowerPoint and CRM skills.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Microsoft Office, CRM, Dynamics, SalesForce, Tableau, Alteryx, SQL
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
5+ YOE5+ years data management/analytics experience, bachelor’s degree or equivalent, retirement plan designation (CPFA/AIF) preferred, MS Office (Excel/Access/Word/PowerPoint) and CRM familiarity required.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, CRM, Dynamics, SalesForce, Tableau, Alteryx, SQL
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
5+ YOERequires 5–8 years of progressive digital marketing experience, bachelor's degree or equivalent, global digital channel management, compliance and risk knowledge, CMS, CRM, analytics, and SEO/SEM experience.
Adobe Experience Manager, Content Management Systems (CMS), marketing automation platforms, CRM systems, web analytics tools, SEO/SEM tools
BertrandtFrankfurt Stock Exchange: BDT: Engineering and technology consulting for the mobility sector.
Experience delivering IT projects in matrixed environments; knowledge of CRM, order management, customer data, and TMS; strong analytical, communication, and stakeholder management skills.
CRM, Sales Order Management, Customer data platforms, Transportation Management Systems (TMS)
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
5+ YOE5+ years digital marketing experience (financial services preferred); proven management of website, social, email, and paid channels; familiarity with CMS/AEM, marketing automation, CRM, web analytics, and SEO/SEM; strong compliance and risk awareness.
Adobe Experience Manager, Content Management Systems (CMS), Marketing automation platforms, CRM systems, Web analytics tools, SEO, SEM
TruistNYSE: TFC: US-based banking and financial services institution.
2+ YOEBachelor’s degree, 2 years of related financial services experience, strong analytical, communication, organizational, and time-management skills, plus advanced Microsoft Excel and PowerPoint proficiency.
Davidson College: A private liberal arts college affiliated with the Presbyterian Church (USA) located in Davidson, North Carolina.
1+ YOEConduct and document research on development prospects, prepare profiles, analyze data, track findings in CRM, and support fundraising efforts; bachelor's preferred; 1+ year professional experience.
North America or North Carolina or Charlotte or Washington, D.C. or Boston or Europe or Africa or United Arab Emirates or Qatar
$80k-$95k/yrRemoteFull Time
Doxel: AI construction software providing automated progress tracking to owners, contractors, and field teams.
2+ YOERequires 2+ years in SaaS and 2+ years in operations, support, project coordination, analytics, or similar. Strong organization, written communication, dependency tracking, initiative, and adaptability required.
Dimensional Fund Advisors: Private investment management firm serving institutions, advisors, and individual investors with systematic equity and fixed-income strategies.
1+ YOEBachelor's degree required; 1–2 years in consulting, data analytics, or business analysis. Requires Excel, SQL, Python, analytical skills, large-dataset experience, and stakeholder communication.
Microsoft Excel, SQL, Python, Snowflake, CRM, Microsoft Dynamics, Microsoft Power BI, Tableau
Analyst, Global Client Group (Financial Institutions Group)
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Private investment management firm serving institutions, advisors, and individual investors with systematic equity and fixed-income strategies.
1+ YOEBachelor's degree with 3.0+ GPA, 1–2 years of financial services experience, strong communication and computer skills, quantitative problem-solving ability, and required securities licenses within 12 weeks.
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/yrOnsiteFull Time
BDO USA: Professional services firm providing assurance, tax, and advisory services.
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
DATA INTELLIGENCE ANALYST (CHARLOTTE, NC) (1559547)
Charlotte, North Carolina, United States
OnsiteFull Time
Foodbuy: The largest foodservice procurement solutions organization in North America.
Bachelor's degree or equivalent experience, advanced Excel skills, strong analytical and communication abilities, attention to detail, data integrity focus, and ability to manage priorities and deadlines.
Microsoft Excel, Power Query, Power BI, SQL, Python, Snowflake, Power Automate, CRM
Charlotte or South Carolina or Florida or Virginia or Tennessee or Oregon or Ohio or Texas or Georgia or Massachusetts or Colorado
RemoteFull Time
Moore & Van Allen: Full-service Southeast law firm serving corporations, financial institutions, manufacturers, retailers, individuals, and technology companies.
SQL database experience, including stored procedures and functions; experience with forms, workflows, integrations, and APIs; analytics and reporting familiarity preferred; bachelor's degree preferred.
Philadelphia or New York City or Charlotte or Seattle or San Francisco or Los Angeles or Houston or Atlanta or Baltimore or Chicago or Washington
$118k-$122k/yrHybridFull Time
Sia Partners: Global management consulting firm and pioneer of Consulting 4.0.
4+ YOERequires 4+ years in technical project management, business analysis, consulting, or similar client-facing work; transformation delivery, requirements, process mapping, stakeholder management, analytical tools, and a relevant bachelor's degree.
Microsoft Visio, Lucidchart, Miro, ARIS, Microsoft Excel, Microsoft Power BI, Tableau, Microsoft Copilot, ChatGPT Enterprise, Claude, Gemini, Power Platform, UiPath, ServiceNow, ERP, CRM, EAM, GIS, Workday, Salesforce, SAP, Oracle, Microsoft Dynamics, Azure, AWS, GCP, Agile, Scrum, SAFe, PMP, PMI-ACP, CSM, CSPO, CBAP, Lean Six Sigma
XylemNYSE: XYL: Global water technology providing sustainable water solutions.
4+ YOEBachelor's degree, 4–8 years in sales operations or business analytics, strong Power BI and Salesforce experience, ability to analyze complex datasets and support forecasting and performance reviews.