Marketing Data & CRM Analyst

Marketing Data & CRM Analyst

The Marketing Department is seeking a Marketing Data & CRM Analyst to support our Marketing Analytics team. This role is integral to ensuring our omni-channel marketing initiatives are accurately tracked, segmented, and reported to empower future strategic marketing decisions. The ideal candidate is detail-oriented, a logical problem solver, and eager to learn. This position plays a pivotal role in maintaining the integrity of our data, enabling Operations, Marketing, and Sales teams to measure ROI, identify trends, and make confident, data-driven decisions. Success in this role requires the ability to meet deadlines while managing multiple projects simultaneously. Position is remote, preferred to be able to commute a couple times a month to our Schaumburg, IL office. Pay range: $60,000-$70,000.

Job Duties

• CRM Data Management & Insights
  • Locate, validate, and compile records across multiple CRM systems, including Microsoft Dynamics and Salesforce.
  • Ensure records are complete and accurate across systems.
  • Proactively identify data discrepancies and duplicates to improve overall data cleanliness.
  • Identify opportunities to automate manual data validation processes and implement solutions.
  • Collaborate cross-functionally with other team members to implement CRM changes that improve reporting accuracy and quality control.
• Data Tracking, Analysis & Forecasting Support
  • Maintain the accuracy of reporting dashboards for both historical and current data.
  • Support segmentation of leads based on various factors to enable targeted marketing and sales activities.
  • Aggregate and organize historical marketing data to establish baselines for forecasting and trend analysis.
  • Support the development of forecasting models and help derive deeper insights from marketing data.
• Reporting, Dashboards, & Quality Control
  • Assist in building and maintaining dashboards to track lead performance, ROI, and other key marketing and sales KPIs.
  • Identify opportunities to automate reporting processes.
  • Perform quality control to ensure clean, accurate datasets for strategic reporting.

Qualifications

• Technical
  • Minimum 2–3 years of experience in data analytics, preferably with exposure to marketing and sales data.
  • Familiarity with CRM systems such as Microsoft Dynamics and Salesforce.
  • Proficiency in Excel (lookups, filters, pivot tables).
  • Familiarity with data visualization tools such as Tableau or Power BI.
  • Basic knowledge of SQL for data querying.
  • Openness to learning and using AI tools for data cleansing, analysis, or process automation.
• Operative
  • Strong logical thinking and problem-solving abilities.
  • Careful attention to detail with a commitment to accuracy and deadlines.
  • Ability to take direction and respond effectively to constructive feedback.
  • Excellent communication skills for collaborating across teams.
  • Demonstrated initiative and perseverance in improving processes.

What We Offer

*Paid time off and paid holidays*
*Opportunities for advancement*
*401(k) retirement savings plan with a company match*
*Employee-owned company and discounted stock purchase options*
*Group health plan*
*Employee referral bonus program*
*Locations throughout US in major cities and desirable areas*
*Scholarship program for children of employees*
*Charitable matching gift program*
*All listed benefits available to eligible employees

Divisional Overview

The Davey Tree Expert Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected class, including race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national or ethnic origin, marital or familial status, disability, status as a protected veteran, status as an Aboriginal or Indigenous person, or other classification protected by law. The Davey Tree Expert Company provides research-driven tree services, grounds maintenance and environmental consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around us. We offer the resources, size and stability of a big company while maintaining the culture, entrepreneurial spirit and feel of a small one. We invest in our employees by offering industry-leading training, technology and benefits that lead to a rewarding and safe work experience at all levels. Wherever you want to grow your career, there's a place for you at Davey. To learn more, visit Davey.com.

Accommodations

If requested by employee or otherwise as required by law, reasonable accommodations will be made to enable employees with disabilities to perform essential job functions.