Retail CRM Sales Team & Analyst

Job ID: 39913162

Budget: $5,000 – $10,000 USD

I run a growing retail operation and want to strengthen the way we nurture and retain customers. I’m looking for two tightly-coordinated capabilities:

• Sales team focused on customer relationship management
– Build and execute daily CRM routines: follow-ups, loyalty outreach, post-purchase check-ins
– Capture every interaction in our chosen platform, keeping data clean and actionable
– Surface upsell and cross-sell opportunities that feel helpful, not pushy
– Provide weekly reports on pipeline health, retention metrics, and customer feedback

• Business Analyst dedicated to software solutions
– Map our current sales and service workflows end-to-end
– Assess gaps and inefficiencies, then shortlist CRM or retail-friendly tools (e.g., Salesforce, Zoho, HubSpot, Lightspeed) that fit our scale
– Produce a comparison matrix with costs, integrations, and ROI projections
– Oversee pilot deployment, data migration, and user acceptance testing
– Document new processes and train the sales team for a smooth hand-off

I expect a clear roadmap within the first two weeks, followed by phased implementation and measurable performance improvements. If you bring both disciplines under one roof—or can demonstrate seamless collaboration—I’m ready to move quickly.