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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits.