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Data Operations Analyst / CRM Business Analyst - Associate

icatalentnetworkLisbon, Portugal
On-site Full-time

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Responsibilities Oversee the collection and assessment of data inputs from business stakeholders (e.g., spreadsheets, structured files, legacy CRM exports, third-party tools). Analyze and correlate external data structures with CRM objects, fields, and relationships. Document data mappings, assumptions, transformations, and dependencies to support scalability and reuse. Collaborate with stakeholders to clarify data meanings, definitions, usage, and ownership. Assist in CRM data integrations by defining data requirements, mappings, and validation rules. Work alongside internal engineering teams, business solutions groups, and external vendors during integration execution. Identify data gaps, structural issues, and risks early in the integration lifecycle. Establish repeatable, well-documented processes for onboarding new data sources into CRM. Support post-merger data initiatives, including consolidation, normalization, and CRM migration efforts. Evaluate existing systems and datasets for alignment with current and future CRM data models. Define and uphold CRM data standards, including field definitions, naming conventions, and usage guidelines. Monitor and resolve data quality issues such as duplication, consistency, and completeness. Embed governance principles into data intake, integration, and ongoing CRM workflows. Collaborate with technology, compliance, and legal teams as needed to uphold data standards and controls. Develop and maintain dashboards and scorecards once data is stable and governed. Facilitate the transition from manual, file-based reporting processes into CRM and BI tools.

About the job

icatalentnetwork is hiring a Data Operations Analyst / CRM Business Analyst (Associate level) for its Lisbon, Portugal office. This role centers on CRM data integration, mapping, and governance. The goal: strengthen CRM adoption and reduce reliance on spreadsheets or fragmented solutions, creating reliable, system-based data workflows.

Main Responsibilities

  • Integrate and map incoming data sets from multiple business areas, including teams, tools, and platforms.
  • Translate raw data into structured, governed CRM data models that support integrations, daily operations, and long-term reporting.
  • Focus on data mapping, system alignment, and integration readiness, ensuring CRM data remains consistent, dependable, and scalable.

Position Focus

This role sits at the intersection of stakeholder data and CRM systems. While dashboards and analytics may result from your work, the primary emphasis is on building the foundation: mapping data, aligning systems, and preparing for seamless integrations.

About icatalentnetwork

iCapital Network is a pioneering financial technology company dedicated to transforming the way individuals invest in alternative assets. We leverage innovative technology to simplify the investment process and provide our clients with unparalleled access to investment opportunities.

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