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CRM and Business Analyst

Job Description

Supply Chain & Logistics, Manufacturing & Engineering, Fmcg & Retail, Sales & Marketing, Finance & Accounting, Early Careers

£35000 - £45000 + Bonus + Excellent Benefits

Location: UK, Home Based, East Anglia, Midlands East, Midlands West, South East (inc Home Counties), Thames Valley (M4 Corridor), Hybrid

CRM & Business Analyst

 

£40,000 - £45,000 Uncapped Bonus Benefits

 

Northampton (Hybrid)

 

Are you a data-driven professional with a passion for optimising CRM systems and delivering actionable insights? This role offers an excellent opportunity to elevate your career in the fast-paced financial services sector.

 

About the Role

 

We are seeking a highly motivated and detail-oriented CRM & Business Analyst to join a leading organisation in financial services. In this role, you will manage and enhance a highly customised Zoho CRM platform, providing valuable insights to drive customer engagement, sales output, and marketing strategies.

 

Key Responsibilities

  • CRM Optimisation: Manage and maintain CRM data integrity, workflows, and customisations.
  • Data Analysis: Develop and deliver insightful reports, dashboards, and visualisations to track KPIs and business metrics.
  • Strategic Projects: Lead initiatives to improve CRM functionality, optimise business processes, and deliver impactful solutions.
  • Collaboration: Partner with cross-functional teams to identify reporting needs and develop data-driven strategies.

 

Projects You'll Be Involved In

  • Creating a Commission Forecasting Model to enhance revenue predictions.
  • Implementing AI-driven solutions to analyse and classify customer interactions.
  • Designing dashboards to optimise Google ad spend and marketing ROI.

 

About You

  • 5 years of experience in data or business analysis, with strong CRM expertise.
  • Proven expertise in data analysis, report generation, and developing actionable recommendations.
  • Proficiency in SQL and data visualisation tools (e.g., Zoho Analytics, Power BI).
  • Development experience with JavaScript or Python, with the ability to create CRM functions.
  • Strong communication skills to present data-driven insights clearly.

 

What's on Offer?

  • Competitive salary of £40,000 - £45,000 per annum.
  • Uncapped annual bonus.
  • Career development opportunities in a forward-thinking, innovative environment.
  • Collaborative, supportive team culture.

 

Next Steps

If you're ready to make a significant impact and grow your career in the financial services sector, we want to hear from you.

 

Send your CV, quoting reference LX 2963651 to .

 

Take the next step in your career and unlock your potential with this exciting opportunity!

 

 

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