Data Operations Support Analyst

Role summary

Responsibilities

• Merge, update, deduplicate, and validate records across systems; assist with contract validation and accurate system entry.
• Support acquired companies in establishing company, contact, and related records in Salesforce and other platforms.
• Gather and maintain acquired firms' Off Limits policies and ensure correct CRM application.
• Respond to data inquiries and support tickets in a timely and accurate manner.
• Document workflows, business processes, troubleshooting procedures, and data validation rules.
• Create and maintain operational reports, data dictionaries, process documentation, and SOPs.
• Conduct weekly and monthly data audits, resolve discrepancies, and support data retention, governance, and compliance.
• Identify improvements to data workflows, reporting, and operational efficiency.

Qualifications

• Bachelor's degree or equivalent work experience in Business, Information Systems, Data Analytics, or a related field.
• At least 2 years of experience in Data Operations, CRM Administration, Salesforce, Data Management, or a related function.
• Experience with Salesforce or another CRM platform, including data maintenance and workflow support.
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, reporting, and data analysis.
• Strong attention to detail, communication, analytical and problem-solving abilities, and a process-oriented mindset.
• Ability to collaborate across teams, manage multiple priorities, and meet deadlines.
• Experience reviewing, interpreting, and validating contract and business-document data.
• Mergers, acquisitions, or data integration experience is preferred; data governance, quality, and records-management knowledge is also preferred.

Workplace

• The role is listed as remote in the United States.

Compensation

• Salary is listed as USD 55,000–70,000 per year.