CRM Data and Analytics Manager - Audit Growth

Deloitte
Charlotte, NC
A&A Growth - CRM Data and Analytics Manager Position Summary Do you have a passion for leveraging data to uncover actionable insights? If so, Deloitte's Audit & Assurance (A&A) Growth Team is looking for someone like you. Predictable, sustainable sales growth requires organizations to navigate the future with confidence by tapping into the power of data analytics, visualizations, robotics, and Artificial Intelligence to manage our customers, marketplace relationships, buying trends and competitive insights. Work you'll do: As an A&A Growth Customer Relationship Management (CRM) Data and Analytics Manager, you will be an integral part of the team that develops and implements targeted growth strategies and initiatives in support of growing Deloitte's Audit & Assurance business. You will play a critical role in supporting sales and relationship activities through your expert knowledge and management of Deloitte's tailored Customer Relationship Management (CRM) Salesforce platform. You will help lead and coordinate analytics, reporting, dashboards and data visualization efforts using Salesforce Lightning and CRMA technologies. You will utilize external tools and methodologies including robotics and AI for enhanced automation, data mining, pattern matching and predictive modeling. You will interact with multiple levels of leadership and have a blend of business and technical experience. You will manage stakeholder satisfaction through excellent project management/leadership skills and articulate communication abilities. Responsibilities include: + Become a subject matter expert with Deloitte's CRM Salesforce application, and related best practices and procedures. + Collaborate with business stakeholders and leaders to understand their analytics and reporting needs. Gather requirements, key metrics and Key Performance Indicators. + Drive business insights and actions for leadership, leveraging data and analysis, while identifying trends, patterns, and focus areas. + Develop, own and manage custom reports, dashboards, and visualizations that support data-driven decision making. + Assess trends and relationships identified in large data sets, and present findings to multiple levels of leadership. + Stay updated with the latest Salesforce CRM reporting and analytics features and AI capabilities. Evaluate new tools, techniques, and methodologies to improve the analytics capabilities and drive continuous improvement in data analysis and reporting. + Utilize best practices for protecting data through governance, access controls, and secure integration protocols. + Manage and mentor team members. + Play a key role in ensuring data quality and developing accurate reports and dashboards for all levels of users. + Help to manage Deloitte's CRM application through continuous application enhancements and user support and training. + Assist with user acceptance testing for functional and reporting/analytics releases to ensure solutions are defect free and achieve design requirements. + Provide advanced technical or business support for reporting/analytics issues, as escalated by the technical Support team. + Assist with development of training, communications, best practices and FAQs for reports and dashboards. + Assist with responding to support queries sent to the CRM support mailbox. + Coordinate and contribute to team projects to promote a growth culture and must be able to work well in collaborative and matrixed management situations. Qualifications Required skills: + Bachelor's degree in business or related field. + 5+ years of experience in reporting, analytics, business analysis, data analysis and/or product management of software-based solutions. Proficient understanding of the software development cycle. + Experience with Salesforce CRM. + Currently certified or willing to obtain certification as a Salesforce CRM Analytics and Einstein Discovery Consultant. + Advanced analytical mindset with experience in at least one of the following areas: data manipulation, report development or software development. + Knowledge of AI and automation tools. + Proficiency with Microsoft Office applications and Internet applications. + You should reside within a commutable distance of your assigned office with the ability to commute daily, if + You should expect to co-locate with team members or other colleagues in a Deloitte office, at a client site and/or virtually, based on specific team and business expectations. + Ability to travel up to 10%, on average, based on the type of work you per. + Limited immigration sponsorship may be available. Preferred: + Experience with audit and assurance, professional services and/or a Big 4 firm a plus. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $173,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Posted 2025-11-14

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