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 communicat...