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Crm analyst Jobs in San Jose, CA

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Crm analyst • san jose ca

Last updated: 1 day ago

CRM Operations Specialist Remote

YO AI LabsSan Jose, CA, United States
Remote
Full-time
Quick Apply

In this role, you will apply your practical expertise in.CRM platforms, sales processes, automation, and data management.You will provide real-world insights, evaluate workflows, review CRM data, a... Show more

Financial Analyst / CAM Analyst

Northrop GrummanSunnyvale, CA, United States
$94,200.00–$141,200.00 yearly
Full-time

Manufacturing Financial Analyst / CAM Analyst.At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, an... Show more

Salesforce CRM Solution Architect

IT Shoulders, Inc.San Jose, California, United States
Full-time
Quick Apply

We are looking for an experienced Salesforce CRM Solution Architect with experience in Sales Cloud, Service Cloud, Experience Cloud, Community Cloud, Partner Cloud, Health Cloud, Marketing Cloud a... Show more

Dynamics CRM Functional Lead

TechTammina LLCSanta Clara, CA, United States
Full-time

Excellent proficiency on Microsoft Dynamics CRM 2011/2013.Very proficient on CRM business processes in sales force automation, marketing automation, and service management functionality.Extremely g... Show more

IT - Consultant | Finacle-CRM-Functional | Finacle-CRM

Cloudspace LLCSanta Clara, CA, United States
Full-time
Quick Apply

POC: Bharath Subramanya ******ATTENTION ALL SUPPLIERS******READ BEFORE SUBMITTING: UPDATED CONTACT NUMBER and EMAIL ID is a MANDATORY REQUEST from our client for all the submissions Limited t... Show more

Senior Manager CRM

GlobalFoundriesSanta Clara, CA, United States
$147,000.00–$248,000.00 yearly
Full-time

GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology compa... Show more

Associate Director, CRM Integration Lead

Grant Thornton LLPSan Jose, CA, United States
Full-time

Grant Thornton is seeking an Associate Director, CRM Acquisition Integration Lead to join the team.Approved office locations can be found below.The CRM Acquisition Integration Lead reports directly... Show more

Sr. Product Manager, CRM Communications

eBaySan Jose, CA, United States
$160,800.00–$214,700.00 yearly
Full-time

At eBay, we're more than a global ecommerce leader we're changing the way the world shops and sells.Our platform empowers millions of buyers and sellers in more than 190 markets around the world.W... Show more

Job Description Product Owner (CRM) ServiceNow

Tranzeal IncSanta Clara, CA, United States
Full-time

Product Owner CRM (ServiceNow).Location: Santa Clara, CA (Onsite/Hybrid) Experience: 8+ Years.We are seeking an experienced Product Owner CRM (ServiceNow) to drive the strategy, roadmap, and exec... Show more

CRM BA

Rootshell IncSanta Clara, CA, United States
Full-time

Rootshell Enterprise Technologies Inc.IT Consulting services in the US.We are actively seeking a Siebel Business Analyst for one of our direct clients.Location: Sunnyvale, CA or Dallas, TX.Business... Show more

CRM Lead

YochanaSan Jose, CA, United States
Full-time

We are looking for a CRM Lead for San Jose, CA Onsite/Remote also works.If you are having hard time with skill combo - look only for consulting roles with Oracle Service Cloud.CRM leadership or con... Show more

Veeva CRM BA (Lead Consultant)

Diverse LynxSanta Clara, CA, United States
Full-time

Lead Consultant For Veeva Crm And Vault Crm Platform.The Lead Consultant for the Veeva CRM and Vault CRM Platform plays a critical role in developing and delivering tailored solutions that meet cli... Show more

Senior Manager, Product Marketing CRM for Banking

ServiceNowSanta Clara, CA, United States
$165,500.00–$289,600.00 yearly
Full-time

Senior Manager, Product Marketing CRM for Banking.Banking product marketing is a craft unto itself.The product portfolio runs deep, banking buyers are sophisticated, and every promise must stand u... Show more

CRM Lead - Oracle Fusion

Yantran LLCSan Jose, CA, United States
Full-time

We are looking for a CRM Lead for San Jose, CA.Ready to work in PST time zone.Required skills include 5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion)... Show more

Senior Salesforce CRM Techno-Functional Consultant

Kasmo GlobalSanta Clara, CA, United States
Full-time

Senior Salesforce CRM Techno-Functional Consultant.Looking for an experienced Salesforce CRM Techno-functional resource to start at the earliest (Nov 1st Week).The candidate should be expert and ex... Show more

Budget Analyst (Senior Budget Analyst)

US Government JobsSan Jose, CA, United States
Full-time

Large Business & International Division.A description of the business units can be found at:.Position(s) are to be filled in following area(s):.LBI - Office of Program and Business Solutions - PBS:... Show more

Sr PM-T, CRM Communications

EbaySan Jose, CA, United States
Full-time

Bay Buying Conversion Team Role.At eBay, we're more than a global ecommerce leader we're changing the way the world shops and sells.Our platform empowers millions of buyers and sellers in more than... Show more

Salesforce CRM Analytics and Sales/Service Architect

Intuitive SurgicalSunnyvale, CA, United States
$160,700.00–$231,300.00 yearly
Full-time

It started with a simple idea: what if surgery could be less invasive and recovery less painful? Nearly 30 years later, that question still fuels everything we do at.We’re a team of engineers, clin... Show more

Non-Technical Project Manager SAP CRM & ECC

Cardinal IntegratedSanta Clara, CA, United States
Temporary

Non-Technical Project Manager SAP CRM & ECC.Duration: 6-12+ Months Contract Location: Santa Clara, CA - 5D Onsite Must Have Skills.Skill 1 Lead end-to-end project management for initiatives invol... Show more

Analyst

TradeJobsWorkforce95126 San Jose, CA, US
Full-time

ESSENTIAL JOB FUNCTIONS Analyzes global markets for IT Services, servers, storage, backup, IT security, productivity software, remote monitoring services, hyperconvergence and IoT.Studies SMB and m... Show more

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CRM Operations Specialist Remote

CRM Operations Specialist Remote

YO AI LabsSan Jose, CA, United States
11 days ago
Job type
  • Full-time
  • Remote
  • Quick Apply
Job description

CRM Operations Specialist

Job Type: Contractor
Location: Remote

Job Overview

We are seeking experienced CRM Operations Specialists to contribute to a project focused on optimizing sales operations and customer relationship management processes.

In this role, you will apply your practical expertise in CRM platforms, sales processes, automation, and data management to help improve next-generation AI systems. You will provide real-world insights, evaluate workflows, review CRM data, and validate AI-generated outputs against practical sales operations scenarios.

No prior AI experience is required—your CRM and sales operations expertise is what matters most.

Scope of Work

  1. Evaluate and provide expert input on CRM workflows, sales processes, pipeline management, and automation logic using platforms such as Salesforce, HubSpot, and similar tools.

  2. Document existing sales operations processes, identifying workflow inefficiencies, operational challenges, and opportunities for improvement.

  3. Provide real-world CRM scenarios, examples, and feedback based on industry best practices in sales operations and enablement.

  4. Review, analyze, and annotate CRM records, data, workflows, and user interactions to support AI training objectives.

  5. Evaluate and validate AI-generated outputs for accuracy, relevance, and alignment with real-world sales and CRM operations.

  6. Review and contribute to documentation, process guides, training materials, and other CRM-related content.

  7. Assess CRM data quality and identify inconsistencies, duplication, missing information, and process gaps.

  8. Provide actionable recommendations for improving CRM adoption, workflow efficiency, automation, and sales process consistency.

  9. Collaborate with project teams and reviewers to refine CRM-related datasets, scenarios, and AI evaluation criteria.

Required Skills

  • CRM Operations

  • Sales Operations

  • Salesforce

  • HubSpot

  • CRM Data Management

  • Sales Process Optimization

  • Workflow Automation

  • CRM Data Quality

  • Process Mapping

  • Sales Enablement

  • Business Process Analysis

  • Technical & Process Documentation

Preferred Qualifications

  1. 3+ years of hands-on experience in CRM operations, sales operations, revenue operations, or a related field, with demonstrated expertise in Salesforce and/or HubSpot.

  2. Strong understanding of CRM workflows, sales pipelines, automation, lead management, opportunity management, and customer data processes.

  3. Experience optimizing sales processes, implementing CRM automations, and maintaining high standards of CRM data integrity.

  4. Familiarity with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.

  5. Strong analytical and process-mapping skills, with the ability to understand and evaluate complex business workflows.

  6. Excellent attention to detail when reviewing CRM data, processes, and system outputs.

  7. Strong written and verbal communication skills, with the ability to provide clear documentation and actionable feedback.

  8. Experience supporting software implementations, CRM training, process improvement initiatives, or sales enablement programs is a plus.

  9. No formal degree is required; practical CRM expertise, hands-on experience, and platform fluency are the primary criteria.