Zoho CRM Analyst & BI Administrator

Location: North Austin TX (on-site; 9-5)

Salary: $60000$80000 (depending on experience)

Reports to: Head of Talent & People Systems

Company: Skyline Wealth Strategies

*Must currently reside in the Austin-area with target start date of October 20th*

Skyline Wealth Strategies is seeking a Zoho CRM Analyst & BI Administrator to help drive smarter decision-making and seamless data flow across the firm. This role blends technical expertise with strategic insight ideal for someone who thrives on improving systems connecting information between teams and turning data into actionable intelligence.

Key Responsibilities

• Administer and enhance Zoho CRM ensuring data integrity workflow efficiency and user adoption across departments.
• Build and optimize CRM automations and workflows including programming in Deluge (preferred).
• Assist with KPI mapping and tracking to ensure accurate business performance insights.
• Develop and maintain Power BI dashboards and visual reports; write and manage SQL queries to support analytics and reporting needs.
• Oversee data hygiene synchronization and system integrations between front-office and back-office platforms.
• Identify opportunities to improve operational efficiency through automation and smarter system design.
• Communicate progress and findings confidently in meetings presenting insights clearly to leadership and client-facing teams.
• Take initiative to identify challenges ask thoughtful questions and proactively seek solutions or support when needed.

Qualifications

• 2 years of experience in systems administration business intelligence or CRM management (Zoho CRM strongly preferred).
• Experience with Deluge scripting SQL and Power BI (or comparable BI tools).
• Strong analytical mindset with attention to data accuracy and system optimization.
• Excellent communicator comfortable presenting ideas and updates in meetings and collaborating cross-functionally.
• Proactive solution-oriented and resourceful; takes ownership of tasks and follows through to completion.
• Experience with workflow automation data visualization or cross-system integration a plus.

What Were Looking For

Youre a proactive problem solver who thrives in a dynamic collaborative environment. You dont just maintain systems you improve them. Youre curious confident and capable of translating technical information into practical insights. Youll play a key role in connecting the dots across our data ecosystem and empowering our teams to make smarter decisions.

Skyline Wealth Strategies is an Equal Opportunity Employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.