We are seeking a Data Analyst focused on CRM data integration, mapping, and governance, with responsibility for helping scale the organization’s use of CRM by reducing reliance on spreadsheets and point solutions and enabling more consistent, system‑driven data workflows.
This role sits at the intersection of stakeholder data and CRM systems. The primary function is to take inbound data sets from across the business—spanning teams, tools, and platforms—and translate them into clear, governed CRM data models that support integrations, operations, and long‑term reporting.
Dashboards and analytics are an expected outcome of this work, but the core responsibilities are data mapping, system alignment, and integration readiness, ensuring CRM data is structured, reliable, and scalable.
Own the intake and evaluation of data inputs from business stakeholders (e.g., spreadsheets, structured files, legacy CRM exports, third‑party tools)
Analyze and map external data structures to CRM objects, fields, and relationships
Document data mappings, assumptions, transformations, and dependencies to support reuse and scale
Partner with stakeholders to clarify data meaning, definitions, usage, and ownership
Support CRM data integrations by defining data requirements, mappings, and validation rules
Collaborate with internal engineering, business solutions teams, and external vendors on integration execution
Identify data gaps, structural considerations, and risks early in the integration lifecycle
Help establish repeatable, well‑documented patterns for onboarding new data sources into CRM
Support post‑merger data activities, including data consolidation, normalization, and CRM migration efforts
Assess existing systems and datasets for alignment with current and future CRM data models
Define and maintain CRM data standards, including field definitions, naming conventions, and usage guidelines
Monitor and address data quality considerations such as duplication, consistency, and completeness
Ensure governance principles are embedded into data intake, integration, and ongoing CRM workflows
Partner with technology, compliance, and legal teams as needed to support data standards and controls
Build and maintain dashboards and scorecards once data is stable and governed
Support the transition of reporting from manual, file‑based processes into CRM and BI tools
3–6+ years of experience in a Data Analyst, Business Analyst, or Data Operations role
Hands‑on experience working with CRM data, with Salesforce strongly preferred
Demonstrated experience with data mapping, data modeling, and system integrations
Comfortable working with large, multi‑source datasets across varying formats
Strong Excel skills required, including working with complex datasets
Ability to clearly communicate across technical and non‑technical stakeholders
Detail‑oriented with a proactive, ownership‑driven mindset
Able to document processes, assumptions, and standards to support shared knowledge and scalability
Comfortable working independently while collaborating across cross‑functional teams
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
RevOps Roles analysis
Benefits, tools, and company context we extract from the full posting and classify, so you can scan in seconds what the write-up buries in prose.
Opens in a new tab
iCapital is a fintech platform that enables financial advisors, wealth managers, and asset managers to access and manage alternative investments at scale. The company serves the wealth management industry by streamlining access to private equity, hedge funds, and other alternatives.
Visit website