About the CRM Analyst Role at Robert Half

Robert Half is seeking a meticulous and proactive CRM Analyst to join our team in Dublin, Ohio. This full-time position is pivotal in managing data integrity, delivering actionable insights, and enhancing operational workflows through advanced CRM systems like OnBoard. As a CRM Analyst, you will be the backbone of our data-driven decision-making processes, ensuring leadership has access to precise, timely reports on board activities, attendance, deliverables, and more. With a salary of approximately $70,000 per year, this role offers a competitive compensation package tailored to experienced professionals in CRM analysis, data management, and business intelligence.

In this dynamic role, you'll dive deep into fraud analytics, metrics tracking, and efficiency optimization, transforming raw data into executive-ready presentations that influence strategic directions. Dublin, OH, provides an ideal setting with its thriving business community, proximity to Columbus, and high quality of life. If you're passionate about leveraging CRM tools to drive business success, this CRM Analyst job at Robert Half is your opportunity to excel.

Why This Role Stands Out

Unlike generic data roles, this position emphasizes specialized OnBoard expertise, board governance tracking, and fraud detection—skills in high demand for CRM careers in Ohio. Robert Half's reputation as a leader in staffing and consulting ensures stability, growth, and exposure to top-tier clients.

Key Responsibilities

As our CRM Analyst, your daily impact will include:

• Pulling and preparing comprehensive OnBoard reports, including attendance logs, board review data, and action items for executive leadership review.
• Tracking and managing board deliverables and deadlines within the OnBoard platform, ensuring all tasks are completed on time with proactive follow-up.
• Creating polished, executive-ready summaries and presentations derived from OnBoard data, making complex information accessible and actionable.
• Overseeing end-to-end data management and reporting processes to maintain accurate, up-to-date organizational records.
• Conducting in-depth data analysis focused on key metrics, fraud analytics, and operational efficiency to identify trends and improvement opportunities.
• Collaborating with cross-functional teams to generate insightful reports that support strategic decision-making.
• Monitoring data quality, resolving discrepancies, and implementing process enhancements for better CRM functionality.
• Supporting ad-hoc reporting requests and contributing to fraud prevention initiatives through vigilant analytics.

Required Qualifications

To thrive as a CRM Analyst at Robert Half, you should possess:

• A bachelor's degree in Business Administration, Information Technology, Data Analytics, or a related discipline.
• At least 2-3 years of hands-on experience in CRM systems, preferably OnBoard, Salesforce, or similar platforms.
• Proven expertise in data extraction, manipulation, and reporting using tools like Excel, SQL, Tableau, or Power BI.
• Strong analytical mindset with specialization in metrics analysis, fraud detection, and operational reporting.
• Exceptional attention to detail and the ability to handle sensitive board-level data with confidentiality.
• Excellent communication skills for crafting executive summaries and presentations that resonate with C-suite audiences.
• Familiarity with project management principles for tracking deadlines and deliverables.
• Ability to work independently in a fast-paced environment while prioritizing multiple tasks effectively.

Bonus points for certifications in CRM platforms, data analytics (e.g., Google Data Analytics), or experience in financial services or governance sectors. Robert Half values diversity and encourages applicants from all backgrounds to apply for this jobs in Dublin, OH opportunity.

Why Join Us at Robert Half

Robert Half offers more than just a job—it's a launchpad for your career in CRM and analytics. Enjoy a competitive salary of $70,000, comprehensive benefits including health insurance, 401(k) matching, and generous PTO. Our Dublin, OH office fosters a collaborative culture with flexible scheduling, ongoing training in cutting-edge CRM tools, and clear paths for advancement to senior analyst or manager roles.

Working with Robert Half means partnering with a Fortune 500 company renowned for innovation in talent solutions. You'll gain exposure to diverse industries, hone skills in high-demand areas like fraud analytics and executive reporting, and contribute to meaningful business outcomes. Join our team and elevate your CRM career in the heart of Ohio's vibrant tech and finance hub. Apply today for this full-time CRM Analyst position and be part of something impactful!

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