CRM Commercial Data Analyst

Founded in 2006, OptimizeRx is a health technology company that helps the world's leading life sciences brands ensure their marketing strategy and execution makes a difference in the lives of their brand eligible patients. The healthcare industry is evolving quickly, increasingly influenced by new and emerging channels of communication. Creating conversations that lead to better healthcare outcomes is at the heart of what we do. We use cutting edge and patented technology to ensure the privacy of consumers while engaging them and their treating providers all the way through our proprietary point of care network.

• Analyze and interpret sales, marketing, and CRM data to identify trends, patterns, and opportunities that support revenue growth and operational efficiency.
• Collaborate with Sales, Marketing, Finance, and Commercial Operations teams to support accurate revenue forecasting and pipeline analysis.
• Develop, maintain, and enhance dashboards and reports using Power BI or similar BI tools to visualize key commercial metrics and KPIs.
• Perform regular data audits to maintain data accuracy, completeness, and integrity across CRM (HubSpot) and other sales and marketing systems.
• Proactively identify data quality issues, inconsistencies, or gaps and provide actionable feedback to relevant teams to correct and prevent future issues.
• Partner with CRM administrators and data owners to implement processes that improve data quality and governance.
• Assist in defining and tracking sales, marketing, and revenue KPIs, ensuring alignment with overall business goals and objectives.
• Provide insights and recommendations based on data analysis to support strategic initiatives, campaign performance, and sales performance management.
• Support ad-hoc analysis requests and deliver presentations that effectively communicate findings to both technical and non-technical stakeholders.
• Other duties as assigned.

• Bachelor’s degree in Business, Economics, Data Analytics, or a related field.
• 3+ years of experience as a Data Analyst, Commercial Analyst, or similar role with a focus on sales data and revenue forecasting.
• Strong understanding of CRM systems and data, preferably HubSpot.
• Proficiency in business intelligence and data visualization tools, with a preference for Power BI.
• Proficient Excel skills (pivot tables, complex formulas, data modeling).
• Proven ability to maintain data accuracy and drive data quality initiatives.
• Strong attention to detail with excellent problem-solving skills and the ability to manage multiple priorities in a fast-paced environment.
• Effective communication and collaboration skills, with the ability to work cross-functionally and present data-driven insights clearly.