CRM Business Analyst - ref. c5972923
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.
- 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.
- 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.
- 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!