Data & CRM Operations Specialist

About the Role

We’re looking for a Data & CRM Operations Specialist for our client SwiftPay who combines strong analytical skills, process-oriented thinking, and a love for clean data and smart automation. In this cross-functional role, you'll be the operational and analytical backbone of our commercial teams — working closely with Sales, Marketing, and Controlling.

Your mission? Powering decision-making and operational efficiency by delivering high-quality data, insightful reports, and scalable automations. If you're experienced in SQL, comfortable with Power BI, and excited to partner with both sales and finance teams — we want to hear from you.

Key Responsibilities

• Own all CRM operations (Pipedrive): manage data integrity, segmentation, tagging, and reporting.

• Design and build insightful dashboards and reports using Power BI.

• Write and optimize SQL queries for advanced data analysis across sales, marketing, and controlling.

• Partner with Sales and Controlling to monitor KPIs, pipeline metrics, and conversion data.

• Support lead sourcing, data enrichment, and validation (using Apollo, Clay, LinkedIn, AI tools).

• Maintain and enhance sales & marketing automations across platforms (Zapier, Make, etc.).

• Act as a gatekeeper for clean, structured, and actionable data.

• Document and improve internal processes related to data flow and reporting.

Requirements

• 2+ years of experience in Sales/Marketing/Data Operations or a similar analytical role.

• Hands-on experience with SQL – writing custom queries and handling relational data.

• Strong working knowledge of Power BI (or similar BI tools like Tableau, Looker).

• Familiarity with CRM systems (Pipedrive preferred) and sales/marketing workflows.

• Strong attention to detail and commitment to data accuracy and consistency.

• Proactive problem-solver with a process improvement mindset.

• Comfortable communicating with both commercial and finance stakeholders.

• Self-starter who thrives in dynamic, remote-first environments.

Nice to Have

• Experience in a fast-paced SaaS, FinTech, or startup environment.

• Familiarity with API-based data integrations and tools like Zapier or Make.

• Prior work with AI-enhanced tools for data analysis or automation.

• Exposure to financial or business controlling processes and reporting.

What We Offer

• A high-impact role in a fast-growing FinTech startup.

• Full remote flexibility and trust-based working culture.

• Collaborative environment that encourages experimentation and ownership.

• A manager who values hacking, iteration, and respectful debate and invests time and energy into your professional development.