Job Description

We are seeking a highly skilled and motivated Business Analyst with at least 4 years of experience in a similar role to join our dynamic team. This is a fantastic opportunity for someone who thrives in a fast-paced environment and is eager to make an impact in a growing organization. If you enjoy working with data, have experience in CRM systems like HubSpot, and excel in analysis and reporting, this could be the perfect role for you.

This role is remote with a preference for India-based candidates

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Scale IR is purpose-built to help investor relations firms raise capital more effectively. Our core services focus on maximizing the value of lead databases, optimizing sales processes, scaling talent within client organizations and establishing measurable outcomes that

drive their long-term success.

We are seeking a highly skilled and motivated Business Analyst with at least 4 years of experience in a similar role to join our dynamic team. This is a fantastic opportunity for someone who thrives in a fast-paced environment and is eager to make an impact in a growing organization. If you enjoy working with data, excel in analysis and reporting and have experience with HubSpot CRM this could be the perfect role for you.

Key Responsibilities:

• Analyze business data and provide actionable insights to support decision-making across multiple clients and our internal leadership team.

• Work with cross-functional teams to build, manage, and optimize HubSpot CRM, including creating workflows, setting up deal stages, building dashboards, and customizing reports.

• Conduct data quality assurance to ensure the accuracy, consistency, and reliability of business data.

• Leverage SQL to extract, manipulate, and analyze data from different databases.

• Create and maintain complex Excel models, including advanced functions such as VLOOKUP, XLOOKUP, Pivot Tables, Power Query, and VBA for automation.

• Join and merge datasets across various platforms, including Excel, SQL, and other data tools.

• Design and develop interactive and visually appealing dashboards using Power BI, Tableau, or similar tools to help stakeholders visualize key metrics and trends.

• Collaborate with stakeholders to understand business requirements and deliver data-driven insights and solutions.

• Document processes and create user-friendly reports and presentations for both technical and non-technical audiences.

Skills & Qualifications:

• Minimum of 4 years experience in a Business Analyst, Sales Business Analyst, or similar role.

• Proven experience with HubSpot CRM, including workflows, deal stages, dashboards, custom reports, and private apps (preferred).

• Strong data quality assurance skills, with keen attention to detail and a passion for ensuring data accuracy.

• Proficiency in SQL for data extraction, analysis, and reporting.

• Expert in Excel, including advanced formulas (VLOOKUP, XLOOKUP), Pivot Tables, Power Query, and VBA.

• Experience in joining and analyzing datasets from multiple sources, both in Excel and other data platforms.

• Familiarity with business intelligence and dashboard tools such as Power BI, Tableau etc.

Soft Skills:

• Self-starter with a proactive mindset and the ability to work independently.

• Eager to learn and grow, with a genuine curiosity about business processes and data analysis.

• Highly disciplined, organized, and self-directed with excellent time management skills.

• Strong communication skills, with the ability to interact with various stakeholders effectively and present complex data in a clear, actionable manner.

Why Join Us?

• Opportunity to be a key contributor in a rapidly growing organization.
• Dynamic and collaborative work environment.
• Continued learning and development opportunities.
• Competitive salary and benefits package.

If you are passionate about data analysis, enjoy working in a CRM environment, and want to make a tangible impact, we encourage you to apply. Join us as we continue to scale and grow!