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Data Operations, CRM Business - Analyst / Associate

iCapital - Lisbon, Portugal

Posted Apr 14, 2026

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About this role

Data Operations, CRM Business - Analyst / Associate Lisbon, Portugal About the Role 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. Responsibilities - 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

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