Digital Solutions Analyst

Systems & Data Integration

• Support the connection and integration of business systems across all Surfacing Group companies into a centralized data platform (Snowflake)
• Assist in standardizing and organizing data improve visibility, reporting, and decision making
• Partner with internal teams to identify opportunities for improved data flow and system alignment

CRM & Platform Optimization

• Support the unification and optimization of HubSpot across multiple companies and business units
• Help standardize processes, data structures, and reporting within the CRM environment
• Identify opportunities to improve visibility into sales, marketing, and customer activity

Automation & Digital Solutions

• Assist in developing and implementing digital solutions to streamline business processes
• Support the creation and testing of automated workflows and tools, including research, service, and other AI-enabled agents
• Identify opportunities to reduce manual work through automation and improved system design

Lead Generation & Sales Enablement

• Support initiatives to improve lead generation and qualification through automation and data insights
• Help implement tools and workflows that improve pipeline visibility and conversion
• Collaborate with sales and marketing teams to improve efficiency in estimating and proposal generation processes

Emerging Technology & Innovation

• Explore and apply new technologies including AI-enabled tools, to improve business operations
• Support pilot initiatives and test and scale automation and intelligent workflow solutions
• Stay current on digital trends and recommend practical applications within the business

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Business, Data Analytics, Information Systems, or related field (or equivalent experience)
• 1–3 years of experience in data analysis, systems support, or process improvement
• Strong Excel and/or data analysis skills
• Basic understanding of databases, data structures, or system integrations
• Strong problem-solving and analytical skills
• Ability to communicate effectively with both technical and non-technical team member

OTHER SKILLS AND REQUIREMENTS

• Experience with CRM systems (HubSpot preferred)
• Exposure to data platforms (e.g., Snowflake, SQL, or similar tools)
• Experience with automation tools, scripting, or workflow platforms
• Familiarity with reporting tools (Power BI, etc.)
• Interest in leveraging AI-enabled tools to improve business processes