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Junior CRM Associate Analyst

  • Cary, NC, United States

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Job details

Experience
0–2 years of experience in CRM administration, business analysis, or operations support
Posting language
English
Posted

Original job description

Fouress Synergy LLC is looking for a detail-oriented and proactive Junior CRM Associate Analyst to join our growing Business Intelligence & CRM team. This is a hands-on support role where you'll work closely with our Data Analyst to maintain and optimize our Zoho CRM ecosystem, assist in cross-functional scrum meetings, and help identify and close operational gaps across our business processes.

If you're someone who thrives at the intersection of business operations and technology - and can translate business needs into CRM workflows - this role is built for you.

Key Responsibilities

  • Assist in the administration, maintenance, and continuous improvement of the Zoho CRM system (modules, pipelines, views, automations, and data hygiene)
  • Support the BI & CRM team in streamlining CRM workflows and ensuring data accuracy across leads, contacts, deals, and vendor records
  • Participate in and assist with weekly scrum and business review meetings - taking structured notes, tracking action items, and following up on pendancies
  • Help identify business process gaps and propose practical CRM-based solutions in coordination with the senior analyst
  • Assist in lead data processing, formatting, and uploading across trade verticals (polymers, petrochemicals, agro commodities)
  • Support the team in new CRM feature rollouts, integrations, and Zoho One suite expansions
  • Help maintain trackers, dashboards, and reports for sales pipelines, procurement, and operational KPIs
  • Coordinate documentation and communication for internal projects as directed

Requirements

  • Bachelor's degree in Business Administration, Information Systems, Commerce, or a related field
  • 0–2 years of experience in CRM administration, business analysis, or operations support
  • Strong understanding of CRM concepts - pipelines, lead management, workflows
  • Proficiency in Excel / Google Sheets for data cleaning and basic analysis
  • Excellent written and verbal communication skills in English
  • High attention to detail and ability to follow structured data standards

Preferred Qualifications

  • Hands-on experience with Zoho CRM or similar platforms (HubSpot, Salesforce)
  • Familiarity with the Zoho One suite
  • Basic knowledge of Python, JavaScript, or SQL - introductory level is a plus
  • Understanding of B2B trade, import/export, or commodity markets
More about this job

Skills

  • Process improvement
  • Business processes
  • Process data
  • Sales
  • Procurement
  • Documentation
  • Communication skills
  • Business analysis
  • Microsoft Excel
  • Google Sheets
  • Cleaning
  • Attention to detail
  • HubSpot
  • Salesforce
  • Python
  • JavaScript
  • SQL

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