Job Description
This Relationship Data Analyst sits within a leading city law firm and will be crucial in leveraging client relationship data to drive the firm's growth and strategic initiatives. The successful candidate will play a key role in the implementation of CRM systems by developing processes, reports, and insights to optimize data utilisation. This collaborative position involves working closely with various departments to ensure the best possible use of client data, from initial intake to ongoing relationship management and reporting.
Within this Relationship Data Analyst role, you will be responsible for:
Data Management and Analysis:
* Understand and leverage client relationship data to identify strengths and weaknesses.
* Cleanse, enrich, and maintain data integrity across systems.
* Design, implement, and monitor data governance protocols.
* Create insightful reports and visualizations using tools like PowerBI.
* Ensure data compliance with GDPR and other regulations.
CRM Implementation and Optimization:
* Support the implementation of CRM systems (Upper Sigma, Introhive, Concep).
* Configure and optimize CRM systems to meet business needs.
* Train and support users on CRM system usage.
* Identify and implement process improvements to enhance CRM effectiveness.
Relationship Management:
* Analyse client relationships to identify opportunities for growth.
* Collaborate with BD&M and other teams to improve relationship management strategies.
* Support the development and execution of relationship-building initiatives.
The ideal candidate for this Relationship Data Analyst role will have:
* Strong analytical and problem-solving skills.
* Experience with CRM systems (preferably Salesforce).
* Proficiency in data analysis tools (e.g., PowerBI, SQL).
* Understanding of data governance and compliance.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.