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Casepoint
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Data Analyst

Data Analyst

Casepoint

2 - 7 years

4 - 9 Lacs

surat

Posted:-1 days ago| Platform:

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Skills Required

erp project management business analytics analytical process improvement billing project accounting customer service forecasting crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are seeking a detail-oriented and data-driven Data Analyst to manage executive and board-level reporting, ensure data hygiene across our CRM and ERP systems, and support our business review cycle. The ideal candidate will work across functions (Marketing, Sales, Customer Service, and Professional Services) and leverage tools such as NetSuite (SuiteProjects), Salesforce, and Zendesk to deliver strategic insights and streamline operations

Key Responsibilities:

Monthly Business Review Reporting

Assist in preparing monthly executive reports, board-level presentations, and business cycle summaries

Compile insights across Marketing, Sales, and Customer Service departments

Support ad hoc analysis related to forecast, margin, and project status changes

System Reporting Maintenance

Create and optimize reports using ERP applications (like NetSuite and SuiteProjects Pro).

Build and maintain dashboards on CRM platforms (Salesforce.com, ZenDesk)

Conduct audits among sales forecast deals, closed deals, and corresponding project records in ERP applications.

Support key metrics reporting for Top Accounts outside of monthly business review process.

Data Hygiene Quality

Identify and correct missing or inaccurate data entries, including: Timesheets,Project fields, budget, billing rules ,Forecasted hours, milestones, and statuses, Customer satisfaction and survey tracking (NPS, CSAT)

Documentation Training Support

Compile and maintain user guides for CRM, time tracking, and project management tools Help document the monthly reporting cadence and best practices for cross-functional teams

Key Job Requirements

Bachelor s degree in Business, Economics, Analytics, or related field

2+ years of experience in Business Operations, Business Analytics, or FPA roles

Hands-on experience with ERP application (NetSuite or Suite Projects Pro preferred)

Advanced reporting knowledge, CRM Admin a plus.

Knowledge of relationship NPS/CSAT measurement processes

Advanced Excel/Google Sheets skills and experience with data visualization tools (e.g. Tableau, Power BI) a plus

Strong understanding of project accounting, forecasting, and billing structures

Experience with cross-functional reporting from marketing to customer service

Strong analytical mindset with a process improvement focus

Excellent communication skills and ability to collaborate with global teams

Familiarity with SaaS metrics, customer success KPIs, and professional services operations is a bonus

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Data Analyst