Systems Analyst & BI Administrator

6 days ago Be among the first 25 applicants

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

Salary : $60,000–$80,000 (depending on experience)

Reports to : Head of Talent & People Systems

Company : Skyline Wealth Strategies

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

What We're Looking For

You're a proactive problem solver who thrives in a dynamic, collaborative environment. You don't just maintain systems — you improve them. You're curious, confident, and capable of translating technical information into practical insights. You'll 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.

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