Systems Analyst & BI Administrator

Zoho CRM Analyst & BI Administrator – Skyline Wealth Strategies

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

Overview

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.

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.

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

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Note : This posting has been refined to remove extraneous postings and boilerplate while preserving essential job information.

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