Data Operations Analyst / CRM Business Analyst - Associate (Salesforce)

TL;DR

Data Operations Analyst / CRM Business Analyst - Associate (Salesforce): Own intake, evaluation, mapping, and governance of inbound data sets from business stakeholders into CRM data models with an accent on integrations, operations, and scalable workflows. Focus on documenting mappings, defining standards, ensuring data quality, and building dashboards for reliable reporting.

Lisbon, Portugal. Hybrid: work in the office three days a week, flexibility to work remotely two days.

Company

Financial technology platform scaling CRM usage through system-driven data workflows.

What you will do

• Own intake and evaluation of data inputs from stakeholders including spreadsheets, files, legacy exports, and third-party tools.
• Analyze and map external data to CRM objects, fields, and relationships.
• Document mappings, assumptions, transformations, and dependencies for reuse.
• Partner with stakeholders to clarify data definitions, usage, and ownership.
• Support CRM integrations by defining requirements, mappings, and validation rules.
• Collaborate with engineering, business solutions, and vendors on integration execution.
• Identify data gaps, risks, and establish repeatable patterns for new data sources.
• Handle post-merger data activities like consolidation and migration.
• Define and maintain CRM data standards, monitor quality, and ensure governance.
• Build and maintain dashboards and scorecards in CRM and BI tools.

Requirements

• 3–6+ years in Data Analyst, Business Analyst, or Data Operations role.
• Hands-on experience with CRM data, Salesforce strongly preferred.
• Demonstrated experience with data mapping, data modeling, and system integrations.
• Comfortable with large, multi-source datasets in varying formats.
• Strong Excel skills required, including complex datasets.
• Clear communication across technical and non-technical stakeholders.
• Detail-oriented with proactive, ownership-driven mindset.
• Able to document processes and standards for scalability.
• Comfortable working independently and collaborating cross-functionally.

Culture & Benefits

• Comprehensive benefits including competitive salary, annual performance bonus, and equity for full-time employees.
• 100% employer-paid health and dental insurance.
• Generous paid time off (PTO).
• Emphasis on in-person collaboration: office three days per week.