Data Analyst, CRM

Wilson Sonsini Goodrich & Rosati is seeking a Data Analyst to analyze marketing data and support strategic initiatives, campaign optimization, and business development. The role focuses on marketing analytics, Salesforce administration, data quality, reporting, system integrations, and user training.

Responsibilities

• Analyze data across multiple marketing technology platforms, including CRM and ERM systems, marketing automation, social media analytics, and website traffic sources, to generate insights on key marketing metrics
• Design and implement dashboards to enable marketing, business development, and leadership teams to track and evaluate KPIs
• Deliver strategic recommendations based on insights from our platforms to optimize marketing initiatives and to support client acquisition and retention efforts for business development
• Collaborate with the business development team to develop data signals and indicators that support client prospecting, relationship building, and cross-selling opportunities
• Manage administrative tasks in Salesforce, including creating triggers, setting dependencies, developing automation flows, and conducting regular audits to ensure data integrity and efficient system usage
• Work with the team to periodically audit and update Salesforce custom objects, fields, relationships, sharing rules, profiles, and permission sets to keep data secure
• Develop and execute a quality assurance plan to validate data syncs and field mappings across integrated systems, ensuring accuracy and consistency throughout the data lifecycle
• Identify high-value opportunities for data enrichment services to address missing or incomplete data across integrated systems
• Assist in the development and execution of implementation workflows for the migration and integration of data sources and marketing tools, in partnership with the Senior Manager of Marketing Technology
• Monitor data quality and troubleshoot discrepancies across marketing systems to maintain consistent and accurate reporting
• Provide initial onboarding and ongoing user support, troubleshooting system issues and driving adoption of best practices across the user base
• Develop training documentation and instructional materials, including video tutorials, and lead formal training sessions as needed

Preferred

• Candidates based in the Eastern time zones are preferred to support overlap with our East Coast and European offices
• law firm experience preferred
• Salesforce Platform Administrator certified
• Experience working with vendors
• Law Firm Experience
• Salesforce Platform Administrator Certification
• Vendor Management Experience

Benefits

• This position is available as a hybrid work schedule.
• The compensation for this position may include a discretionary year-end merit bonus based on performance.

Company

• Legal services for technology, life sciences, and growth enterprises.
• Palo Alto, California, USA
• http://www.wsgr.com/
• Founded in 1961
• 1001-5000 employees

Qualifications

• Bachelor's degree in Marketing, Business Analytics, or a related field
• 3+ years of marketing technology experience in a fast-paced professional services environment
• 3+ years of experience with Salesforce or other CRM platforms, including data analysis and administration
• Strong knowledge of data visualization and reporting tools (e.g., Power BI, Tableau, Excel, Smartsheet)
• Experience with CRM and ERM systems, marketing automation tools, experience management platforms (e.g. Salesforce, Introhive, Marketo, Foundation), and Google Analytics
• Familiarity with A/B testing, segmentation, and campaign optimization techniques
• Knowledge of CRM system migrations, deprecations, deployments, and rollouts, with an understanding of how to minimize disruption to end users and maintain data integrity throughout each transition
• Strong written and verbal communication skills, with the ability to present complex data insights in a clear and concise manner
• Salesforce experience is required
• Experience managing complex projects and working with deadlines required
• Candidates based in the Eastern time zones are preferred to support overlap with our East Coast and European offices
• Law firm experience preferred
• Salesforce Platform Administrator certified
• Experience working with vendors
• 3+ years of experience with Salesforce or other CRM platforms, including data analysis and administration.

Required skills

• A/B Testing, CRM Administration, CRM System Migration, Google Analytics, Introhive, Marketing Technology, Marketo, Power BI, Salesforce, Salesforce Platform Administrator Certification, Smartsheet, Tableau

Preferred skills

• Experience working with vendors, Salesforce Platform Administrator certified, law firm experience preferred

Experience

• 3+ years