About this role
CRM Data Analyst at Ceritypartners. Location: Louisville, Kentucky, United States. Role: Schedule meetings, Update documents, Onboard users Requirements: 1-3 years in investment services or CRM data roles; proficient in Salesforce and Excel; Bachelor’s in Business; remote-friendly; strong communication and project coordination. Category: Data and Analytics Seniority: Mid Level Tools: Salesforce, Excel, Asana, Confluence, Smartsheet, DocuSign Commitment: Full Time Workplace: Remote Languages: English