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 (phone number removed) to .
Take the next step in your career and unlock your potential with this exciting opportunity!
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