Role overview
As a CRM Analyst, you will be responsible for managing and analysing data, ensuring accurate documentation of system change requirements. You will collaborate closely with users and stakeholders, addressing their queries and providing expert advice on best practices. This role requires a keen eye for detail, strong analytical skills, and excellent communication abilities to effectively support and enhance our systems and processes.
Key Responsibilities
* Providing first line support for help queries, troubleshooting, reporting, user onboarding and training and managing the help desk
* Acting as one of the system administrators, managing access and security
* Manage and maintain CRM data, ensuring data accuracy, integrity, and compliance with regulations
* Perform data cleansing and enrichment to support business development activities, resolving discrepancies or errors in client records to maintain database quality
* Train internal teams on CRM best practices, usage, and new features
* Manage the CRM knowledge base, create user guides and documentation and cascading best practice user comms
* Analysis of data to create reports, system views and dashboards and identify areas for improvement
* Support the implementation of technical development projects; eliciting business requirements from stakeholders and translate into user stories for development and performing testing
Qualifications
* Experience with CRM platforms (MS Dynamics is beneficial)
* Analytical mindset with the ability to interpret data and provide insights
* Understanding of CRM practices; business processes, automation and data management
* Ability to elicit information and work with a range of stakeholders
* Excellent organisational, time management and communication skills
* Proactive and inquisitive style, able to quickly learn and manage your own workload
* Evidence of having an attention to detail